Getting Started
36 articles
- 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.
- Guide for Setting up an HR Hierarchy Workflow.
- 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.
- How to Import Locations Using CSV or XLSX Files?This feature allows admins to bulk upload and manage location data using CSV or XLSX files.
- How to Check the List of Merged Suppliers?