Purchase Requisitions
- How to import line items on a Request?
- How to add "Shipping and Tax" on the Requests?
- How to enable "Ship-to" location for Requests?
- How do we know that there is an attached PO to a requisition?
- How to enable Buyer's Dashboard?
- How to create orders from more than one requisition at the same time?
Purchase Orders and Receipts
- How to create a purchase order / PO
- How to acknowledge an order on behalf of the Supplier?
- How to add a new Ship to location on the purchase order.?
- How to add multiple lines in a PO?
- How to add ProcureDesk website plugin
- How to attach supporting documents to a purchase order?
Approvals
- How to Reassign Approval request to another user
- How an Approver can edit a Document?
- Delegation - How an Admin can set it up on behalf of other Users?
- How to approve a purchase request?
- How to approve Expenses
- How to approve a Receipt
Invoices
- How to edit multiple lines on an Invoice?
- How to check Invoice Logs for Invoice Email Tracking?
- Couldn't Load Plugin
- How to remove PO-Invoice association?
- How to send Invoice received confirmation to Suppliers?
- How to Delete a Rejected Invoice?
Admin
- Can we make comments mandatory for an approver while approving documents by clicking on a link from an email?
- How to export current User List?
- How to change default currency for a supplier?
- How to create "Accounts" in Procuredesk?
- How to Enable and Add Terms & Conditions on a PO in ProcureDesk?
- How to unlock a user?
Catalogs
- How to add an item to an existing catalog?
- How to create an Internal Catalog?
- How to delete a Punchout Catalog?
- How to download an existing catalog to CSV
- How to Import catalog from QuickBooks?
- How to update an existing catalog
Budgets (Fiscal Year Budget)
Job Project (Project based Budget)
Expenses
Inventory
- 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
Reporting & Dashboard
Supplier Quotes
- How to Create an Order / Request from Supplier Quotes?
- How to request a quote from suppliers?
- How to create a request for a quote
- How to withdraw a request
- Withdraw a quote from Supplier/s
- Send quote email to multiple supplier contacts