Prerequisites
You must be a registered supplier with one of ProcureDesk’s customers to access the supplier portal.
Step-by-Step Instructions
How to Access the ProcureDesk Supplier Portal
Navigate to the Supplier Portal:
Go to ProcureDesk Supplier Portal.
Login Process:
Enter your email. If you are a registered supplier, you will receive an email with a magic link.
Click on the magic link to log in to the supplier portal.
Reviewing Your Purchase Orders
Via Email Link:
Click the link in the email you received, which will take you directly to the purchase order.
Via Supplier Portal:
Log in to the supplier portal.
Navigate to Dashboard -> Purchase Orders.
Here you can view all the purchase orders sent to you.
Acknowledging Purchase Orders
Access Purchase Orders:
Go to the supplier portal and navigate to the Purchase Orders tab.
Click on the order number to open the purchase order.
Acknowledge the Order:
On the purchase order page, click on the Actions menu.
Click "Acknowledge Order".
Enter any comments for the buyer and hit the Acknowledge button.
The order contact will be informed that you have acknowledged the order.
Submitting an Invoice
Open the Purchase Order:
Click the link in the purchase order email or log in to the portal (see login instructions above).
Click on the order number to open the purchase order.
Create and Submit the Invoice:
On the purchase order page, click on the Actions menu.
Choose "Create Invoice".
Enter the relevant details on the next screen, attach the invoice, and submit it for review.
FAQs and Troubleshooting
Q: What if I don't receive the magic link email?
A: Check your spam folder. If it’s not there, contact the ProcureDesk Onboarding team to ensure you are registered.
Q: How do I know if my invoice has been successfully submitted?
A: You will receive a confirmation email once the invoice is submitted. You can also check the status in the supplier portal.
Q: What should I do if I encounter issues with the portal?
A: Contact the ProcureDesk Support team for assistance by emailing [email protected] Please ensure you mention that you are contacting regarding Supplier Portal and share the name of the client.
Q: Can I edit an invoice after submission?
A: No, you must contact your customer’s accounts payable department to make any changes after submission.
Q: Can I delete and invoice after submission?
A: No, an invoice cannot be deleted once entered. Contact the client directly to resolve any issues.