Purchase orders and receipt management
55 articles
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?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.