Purchase Orders and Receipts
Purchase orders and receipt management
56 articles
- 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 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 draft 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?
- 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 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?Billing details may vary across different Business Units in ProcureDesk. Follow these steps to add or update them.
- 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 User Tax & set Tax Codes?
- 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)?
- How to avoid Duplicate Orders?
- How to Manage PO Number Ranges?
- Creating a Return against a Purchase Order