Knowledge Base

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Knowledge Base

Getting Started

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

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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?

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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