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Purchase Requisitions
How to create and track purchase requistions
How to Delete Multiple Draft Requests?This guide will help you delete draft requests in bulk within your account.
How to enable "Shipping and Tax" on the Requests?Do you wish to track the Shipping cost and taxes (if applicable) on purchase requests? Here are the steps to enable this setting.
How to create a Request from a Quote?Convert a supplier quote into a request by following these steps.
How do we know that there is an attached PO to a request?
How to Enable & Use Requisition Type?Want to manage your requisitions based on requisition types? You can set up approval workflows based on requisition type.
Can I upload attachments to an approved document?
How to add items from a catalog to purchase requisition
How to create a request from a Punchout Catalog?Punch-out catalogs allow you to browse supplier websites and add items directly to your purchase request without manually entering the data.
How to enable users to add a new supplier on requests?Allow users to add new suppliers on requests by enabling this feature.
Purchase Orders and Receipts
Purchase orders and receipt management
How to Change an existing Order?
How to update company logo on purchase orders
How to Send Mass Receipt Reminders?
How to track an order shipping status?
How to create an Advanced Shipping Notice (ASN) / Update tracking information
How to revert(undo) a receiptTo undo a receipt in ProcureDesk created by mistake or to modify a receipt, ensure it has not been invoiced.
How to delete a receiptReceipts can be deleted when they are in Draft status.
How to print a purchase order?
How to resend a purchase order to the supplier?You might need to do this if the vendor didn't receive the original order or if you've added a new supplier contact.
How to close an order?
How to attach supporting documents to a purchase order?
How to copy an existing orderUse the copy feature to quickly reorder items by duplicating an existing order.
How to Cancel an Order?
How to set Amazon punch-out catalog to Active
How to enable doing a Return Order?By following these steps, you can ensure that the return order option is available and properly configured.
Setting up Amazon Punchout
Overview of Order Dashboard
How to delete a line from a Request or a Purchase Order?
How to add a new Ship to location on the purchase order.?
How to order from a Supplier using the Website Plugin?
How to add ProcureDesk website plugin
How to Create an Order by manually adding details?In case catalogs are not available, you can create an order by manually entering the line item information
How to Create an Order from a Punch-out Catalog?
How to create an Order from an Internal Catalog?
How to View & Download a copy of a Purchase Order?If opted, the approved orders are sent to the supplier, but you can manually view and download the PO if needed.
Mark an order as Urgent
How to create PO from a Quote?
Can we change the templates of POs being sent to suppliers? (Old UI)
How to display Project Codes on the PO email sent to the Supplier.By following these steps, you can ensure that project codes are visible on your PO email.
How to create a Rate-based Blanket Order?
How to lock "ship to" address on the PO?
How to import line items on a PO?Have a spreadsheet with multiple line items? Upload them all at once in an Order.
How to add/update Billing Details for your company?
How to acknowledge an order on behalf of the Supplier?Supplier acknowledged the order offline? Here is how you can update the status of the order.
How to Request Order Acknowledgment?Need the supplier to confirm receiving your order? Request an Order Acknowledgment to stay updated on your supplier orders.
How to enable and select Line Level Ship-To locations in ProcureDesk?This guide provides step-by-step instructions on how to enable and select a line-level ship-to location.
How to split cost of a Line Item?
Unable to access Amazon Punchout in ProcureDesk
What are recurring POs? How do they work?
How to use the multi-edit feature for POs?
How to monitor delayed Orders?
How to delete multiple Draft POs simultaneously?
How to change the supplier on a draft PO?
How to enable Custom PO Numbers?
How to Edit/Delete Approved Receipt?Edit an approved receipt in ProcureDesk.
How to Drop-Ship a PO?
How to enable tax at the line level?
How to enable tax at the line level & allow user-selected tax?
How to upload/import Purchase Orders (POs) via CSV?Import your current POs on ProcureDesk via the help of a CSV template.
Search for Items from the Global Search BarQuickly find specific items or information using the global search bar on ProcureDesk.
How to customize the PO copy that is sent to the Supplier?
How to print Custom PO numbers on the PO?This guide will help you enable the setting to print custom Purchase Order (PO) numbers on purchase orders.
How to enable/disable the PO sync to the ERP system?You can choose to sync the POs to your ERP system given that they support it.
How to withdraw a PO?
Mark a PO as paid without having to upload a receipt.
Invoices
Manage supplier invoices
How to send an Invoice for Review?
How to Void an approved Invoice?If an invoice is generated incorrectly, you can void it instead of deleting it. This way you will still have a record of the invoice.
How to resolve the "Receipt Required" exception in an Invoice?This guide explains how to resolve a Receipt Required exception.
How to resolve "Quantity" Exception in an Invoice?
How to resolve "Unit Price" Exception in an Invoice?
How to import invoices using a Spreadsheet
How to create a recurring invoice?
How to setup ProcureDesk to receive invoices via email
How to update who receives the email notification for sync issues/integration failures?Receive immediate alerts about any integration failures, allowing you to take prompt action and address any issues.
How to Delete a Rejected Invoice?
How to send Invoice received confirmation to Suppliers?
How to remove PO-Invoice association?
Couldn't Load Plugin
Why the system only extracts the first page of the invoice?
How to send an invoice for integration?Fixed errors on an invoice that failed to sync to your ERP? Follow these steps to export the invoice to your accounting software.
How to check Invoice Logs for Invoice Email Tracking?Track and manage your invoice emails, and view logs for successfully imported and failed invoices, along with reasons for any failures.
How to edit multiple lines on an Invoice?Need to make multiple edits to the line items in an invoice? Use this "multi edit" feature.
How to export current User List?
How to add a Carrier name for ASN
How to Delete/Deactivate a user?Learn how to delete or deactivate a user in ProcureDesk.
How to Add/Modify categories?
How to enable and use the Shipment Method field on Purchase Orders?This guide explains how to specify the shipment method on a Purchase Order (PO) in ProcureDesk.
Roles and Privileges
View User Audit trail
Control which formats to import for Invoices
Approval Workflow based on GL Code
Can we make comments mandatory for an approver while approving documents by clicking on a link from an email?
How to enable "Add Ship to" location for Requests?Do you want your users to add new "Ship to" locations on their own on the requests? Enable the "Add Ship to" setting for it.
How to create "Accounts" in ProcureDesk?If your ProcureDesk account is not integrated with an ERP system. This guide covers the steps to add account details manually and in bulk.
How to Enable and Add Terms & Conditions on a PO in ProcureDesk?Include necessary Terms & Conditions on your Purchase Order before sending it to the supplier.
How to unlock a user?
How to Manage UOM (Unit of Measurement)?
How to set a different default currency for each Entity/Business Unit?You can set different default currency for each business unit/entity of yours on ProcureDesk.
Show GL Codes to a Specific User GroupRestrict GL codes to users and avoid showing them your entire GL code list.
How to create Custom Fields?Here's a step-by-step guide to enabling and creating custom fields.
Why does the PO Contact appear as the Receipt Creator without submitting the Receipt?
How to use ProcureDesk APIs?Looking to customize your ProcureDesk experience using APIs? Use the following guide.
How to Enable and Add the Payment Method?Do you want to select the Payment method for your requests or orders to keep a record? Follow the steps in this guide.
How to Lock the Ship-To Location to the Default Location for a user?Do you want your users to use a single Ship-To Location?
How to Reset Your Password?If you've forgotten your password, don't worry! Resetting it is easy. Here is the process for resetting your password.
How to update Password Policies for your ProcureDesk Account?
Catalogs
How to set up and manage catalogs in ProcureDesk
How to create an Internal Catalog?
How to delete a Punchout Catalog?
How to update an existing catalog
How to download an existing catalog to CSV
How to Deactivate an Internal Catalog?How to manage the activity status of catalogs in ProcureDesk, including deactivating catalogs that are no longer in use.
How to add an item to an existing catalog?
How to Import Catalog from ERP?This guide explains importing a catalog/item master from your ERP system into ProcureDesk.
How to set up ASN for Amazon Orders?Already set up the Amazon Punchout to place orders? You can also set up ASN so Amazon can post the shipping updates directly to ProcureDesk.
User Group access to show/hide PunchoutsYou will learn how to check and assign punchout access based on user groups.
How do I update an existing item while creating an Order?
How to add an item to the existing catalog while creating an Order?Need help keeping the internal catalog updated? Grant user access to add items while creating orders.
How to Enable and Create Kits?
How can I spread the cost of a PO over different budgets?
How to enable/disable Budgets?This guide explains how to deactivate budgets in ProcureDesk to ensure they are not applied to transactions.
Enable Ordering when Budget Year is over but the Budgets are not set up yet
Part 2: Creating Budget Values
Part 1: Setting up Budget Hierarchy
Job Project (Project based Budget)
Learn how to enable/manage and setup Job Project.
Setting up a Job Project and its Budget LinesThere may be multiple budget codes for a single project to track the expenditure. Here is how you can streamline this process.
How to enable Job Project?Enabling Job Project allows you to efficiently manage and track expenses and allocate budgets within the procurement process.
Expenses
How to create and manage expenses in ProcureDesk
How to enable "Shipping and Tax" on Requests in ProcureDesk?This guide provides step-by-step instructions on how to enable "Shipping and Tax" setting for requests in ProcureDesk.
Integration Failed. Please check individual line itemStep-by-step guide to solve the following sync error.
How to Adjust Mileage Reimbursement Rate for Expenses?
How to map cardholder numbers to user profile
How to upload transactions into ProcureDesk
How to create an expense report
How to select expense receipts from gallery
How to update the default Credit Card Account for Users?
503 Service Unavailable- Company ID is wrong
Inventory
Inventory Management
Ability to see critical items
Transfer Inventory from one location to other
Setting up Warehouse Locations
Overview of Inventory Management
How to Setup an Inventory Item
How to Create an Inventory Order?
How to Release an Inventory Order
How to Release Inventory Without an Order
How to Export Inventory Valuation?
How to Schedule Exporting of Custom Reports?Following the steps outlined below, you can automate the generation and delivery of reports based on your specified schedule.
How to Generate and Download a Custom Report?
How to enable custom reports?Custom reports provide tailored insights and data summaries of the total spends made.
Supplier Quotes
How to create and manage supplier quotes.
Requesting a quote from a SupplierThis guide explains how to request a quote from a supplier in ProcureDesk, helping you efficiently create and send quote requests.
How to Withdraw a Supplier Quote?You can withdraw and modify a sent quote, ensuring accurate and updated communication with the supplier.
Send quote email to multiple supplier contacts
Export vendor response from quote or request
Supplier portal
Articles to help suppliers review purchase orders and submit invoices.
How to update a Supplier's default Currency or Account?This guide will assist you in updating the default currency for a supplier in ProcureDesk.
Getting started with ProcureDesk Supplier portal