Getting Started
33 articles
How to access ProcureDesk for the first time?First time on ProcureDesk? Here is your first step to get started.
How to create a Request for Purchase?A purchase order request or purchase requisition (PR), is an official request by an employee within a company to obtain goods or services.
How to Copy a Request?Copy an existing requisition in ProcureDesk, which can save time when re-ordering a product or service.
How to withdraw a request?Withdrawing a request allows you to make necessary changes before resubmitting it to the buyer.
How to check the Status of your Request?This guide explains how to check the status of your request in ProcureDesk.
How to import line items on a Request?Have a spreadsheet with multiple line items? Upload them all at once in a Request.
How to create a Purchase Order (PO)?A purchase order is a legal document used by a buyer and sent to a supplier for an order. It details the products, quantities, and price.
How to create a Blanket Purchase Order (BPO)?A BPO is a legal agreement for a fixed amount with a supplier, allowing invoicing within that limit.
How to create a Receipt for a Purchase Order?
How to edit a line item in a Request or a PO?
PO Status Explained: A Quick Overview
How to Approve a Document?Do you have pending documents to approve? Could be a request, order, invoice, receipt, or expense. Here's how you can manage your approvals
How to Approve a Document via Email, Mobile App, or Website?This guide explains the steps to approve a document and makes it easier for approvers to approve in different feasible ways.
How can an Approver edit a Document in the pending approval state?
Delegation - How to assign another user to approve on your behalf?Setup delegation before heading out for a vacation and ensure smooth approvals without any hiccups.
How to create a PO Invoice?
How to create a Non-PO Invoice?
How to create a Credit Memo?This guide explains how to create a credit memo in ProcureDesk to adjust the outstanding balance for an invoice.
How to Delete or Void an Invoice?Whether you entered the wrong invoice, need to make changes, or simply want to remove an invoice, this guide covers the necessary steps.
How to change an Approved InvoiceThis guide explains how to modify an approved invoice in ProcureDesk and sync the changes with your accounting system
How to hide the Chart of Accounts from users?Deactivate the chart of accounts to prevent users from selecting them while creating requests or orders.
How to set up a new user?
How to manage existing Ship to locations in ProcureDesk?
How to restrict user access to specific departments?Here is how users can only see departments restricted to them.
Can I add an approver on a document without changing the workflow?Enable ad-hoc approvals to give users the flexibility to add approvers as needed.
How to Update the Billing Address?This guide explains how to change the Bill-To address that prints on a Purchase Order (PO) in ProcureDesk
Delegation - How an Admin can set it up on behalf of other Users?
How to request a Punchout Catalog?This guide explains how to request a Punchout Catalog from a supplier and the steps to set it up in ProcureDesk.
How to Manage Departments?Learn how to add or modify departments in ProcureDesk. This guide ensures that changes reflect across all relevant documents.
How to manage Payment Terms?
How to Edit a Supplier?Wondering how to edit the details (like, email address) of your Supplier? Here's how you can do it.