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Knowledge Base
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Getting Started
  • Welcome
  • Purchase Orders
    • How to create Purchase Orders
  • Getting Started
    • Purchase Orders
    • Suppliers and Products
    • Employees
    • Budgets
    • Departments
    • Deliveries
  • Invoices
  • Approval Flow
  • Scan & Match
  • The User Roles
    • Finance Role
    • Company Admin Role
    • Teammember Role
  • App Settings
    • Company Settings
    • User Settings
    • PDF Settings
    • Supplier Settings
  • The Supplier Portal
    • Supplier Side
    • RFQ
  • Mobile App
  • Reports and Filters
  • Integrations and Features
    • Feature Suggestions
    • Multi Company/Company Switching
    • PushCart
    • API
    • Supplier Rating
    • Xero
    • QuickBooks Online
    • Zapier
    • QuickBooks Desktop
  • Billing and Accounts
    • Trial Accounts
  • Troubleshooting
  • About Us
  • Security Documentation
  • Departments
  • Purchase Requests
  • Company Setup
  • Quickbooks
      Back to home
      1. Knowledge Base
      2. Getting Started
      • Welcome
      • Purchase Orders
        • How to create Purchase Orders
      • Getting Started
        • Purchase Orders
        • Suppliers and Products
        • Employees
        • Budgets
        • Departments
        • Deliveries
      • Invoices
      • Approval Flow
      • Scan & Match
      • The User Roles
        • Finance Role
        • Company Admin Role
        • Teammember Role
      • App Settings
        • Company Settings
        • User Settings
        • PDF Settings
        • Supplier Settings
      • The Supplier Portal
        • Supplier Side
        • RFQ
      • Mobile App
      • Reports and Filters
      • Integrations and Features
        • Feature Suggestions
        • Multi Company/Company Switching
        • PushCart
        • API
        • Supplier Rating
        • Xero
        • QuickBooks Online
        • Zapier
        • QuickBooks Desktop
      • Billing and Accounts
        • Trial Accounts
      • Troubleshooting
      • About Us
      • Security Documentation
      • Departments
      • Purchase Requests
      • Company Setup
      • Quickbooks

      Getting Started

      Steps that will help you get up and running both in terms of Setup and Maintenance for new and existing companies
      • How do I access my account on ProcurementExpress.com?
      • How do I navigate through ProcurementExpress?
      • How do I Add or Edit Custom Fields?

      Purchase Orders

      • Tagging users in comments
      • Will the PO number remain the same when I use Cancel and revise?
      • What do the different PO statuses mean?
      • How do I attach files to my Purchase Order?
      • How to make use of Cancel & Revise
      • How do I save a Purchase Order without sending it for approval?
      • How do I copy/duplicate a Purchase Order?
      • How to Approve/Reject a Purchase Order
      See more

      Suppliers and Products

      • How do I import suppliers and products?
      • How do I create my own supplier email templates?
      • How do I add a new supplier?

      Employees

      • How do I add employees to my company account?
      • How do I assign employees to departments?
      • How do I access/edit Employees' details?

      Budgets

      • Do I need to use budgets in ProcurementExpress.com?
      • How do I adjust my budgets?
      • How do I make adjustments to my budgets?
      • How do I check the remaining amount on the budgets before approving?
      • How do I add limits to my budgets?
      • Can I choose whether my remaining budget amounts are Net or Gross amounts?
      See more

      Departments

      • How do I add delivery addresses to departments?
      • How do I allow all users to see Purchase Orders created in their department?

      Deliveries

      • Receiving Items and marking Deliveries on Purchase Orders
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      Frequently Asked Questions
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