Skip to main content
All Collections
Modules
Modules
177 articles
Purchase Orders and Receipts

Purchase orders and receipt management

How to Change an existing Order?
How to Update Company Logo on Purchase Orders?This guide explains how to update the company logo that appears on purchase orders through the admin console in ProcureDesk.
How to Send Mass Receipt Reminders?ProcureDesk automatically sends a reminder to the order contact in case a receipt is missing. However, you may want to send reminder again.
How to track an order's shipping status?This guide explains how to track the shipping status of your orders using the provided tracking details.
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?This guide explains how to print a purchase order in ProcureDesk, allowing you to generate a physical copy of the 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 Create a New Ship-to Location on the Purchase Order?This guide explains how to add a new location in ProcureDesk
How to order from a Supplier using the Website Plugin?
How to add ProcureDesk website pluginThe ProcureDesk website plugin captures data from websites, enabling users to order products from approved sites easily.
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 a Request or Order as Urgent.Know how to flag a request or an order as urgent in ProcureDesk, alerting approvers to prioritize the approval process.
How to create a PO from a Quote?Have your supplier sent you a quote from which you want to create a PO?
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 the "Ship To" address on the PO?By following these steps, you can lock the Ship-to address in ProcureDesk, ensuring consistent and accurate shipping information on 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 the cost of a Line Item?This guide provides a step-by-step process for splitting the cost of a line item in a document - PO or Invoice.
Unable to access Amazon Punchout in ProcureDesk
What are recurring POs? How do they work?
How to use the Multi-Edit feature for Requests and POs?This guide provides instructions to edit multiple line items in a purchase order (PO) simultaneously.
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?If you are going to ship the items to a location different from yours, you can address them using a different name.
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.
How to Stop a Recurring Purchase Order (PO)?
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 the "Unit Price" Exception in an Invoice?
How to import invoices using a Spreadsheet
How to Create a Recurring Invoice?This guide explains how to set up a recurring invoice in ProcureDesk.
How to Set Up 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?This guide explains how to delete an invoice in ProcureDesk, helping you manage your invoices efficiently.
How to send Invoice received confirmation to Suppliers?
How to remove PO-Invoice association?
How to resolve the "Couldn't Load Plugin" error?
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 can we apply a Credit Memo to an Invoice?
How to Mark an Invoice as Disputed?
Enabling Auto-Update of Pending Invoice Date to the Next Open Month in ProcureDesk
How to Enable and Use the Month-End Lock Feature in ProcureDesk?
How to Manage Access for Locking/Unlocking the Accounting Month in ProcureDesk?
How to Lock and Manage the Accounting Month in ProcureDesk?
Admin

How to export the current User List?This guide explains how to export user details in ProcureDesk, including filtering for active users.
How to add a Carrier name for ASN?This guide explains how to add a carrier in ProcureDesk for Advance Shipping Notice (ASN) to track orders in transit from the supplier.
How to Delete/Deactivate a user?Learn how to delete or deactivate a user in ProcureDesk.
How to Add/Modify Categories?How to add or modify categories in ProcureDesk. Categories are used across all documents, such as PO, Invoices, and Receipts.
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.
View the User Audit trailThis guide explains how to view the audit trail for user profile changes in PD. Admins can see when and by whom a user profile was changed
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?This guide explains how to unlock a user account in ProcureDesk if a user has been locked out, requiring Admin access.
How to Manage UOM (Unit of Measurement)?Managing Units of Measure (UOMs) ensures accurate inventory and orders in ProcureDesk. This guide covers how to add or remove UOMs.
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 enable the New UI for individual users?
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?
Privileges and Roles
How to make a supplier inactive?
Tracking Workflow Changes with the Audit Trail in ProcureDeskThe Audit Trail feature allows you to track any changes made to your workflows, providing transparency and control over workflow updates.
Enabling Central Receiving for 3-Way Match
How to Share Custom Reports?
How to manage Expense Categories?
How to Enable the "Import PO From Integration" Privilege in ProcureDesk?
Instructions to Add CC Email for Supplier Notifications