Knowledge Base
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Getting Started
Welcome
Getting Started
Purchase Orders
Suppliers and Products
Employees
Budgets
Departments
Deliveries
Invoices
The User Roles
Approver Role
Finance Role
Company Admin Role
Teammember Role
App Settings
Approval Workflow
Company Settings
User Settings
PDF Settings
The Supplier Portal
Supplier Side
Mobile App
Billing and Accounts
Trial Accounts
Reports and Filters
Integrations and Features
Feature Suggestions
Multi Company/Company Switching
PushCart
API
Supplier Rating
Xero
Quickbooks Online
Zapier
QuickBooks Desktop
Troubleshooting
About Us
Departments
Purchase Requests
Integrations
Sage
Purchase Orders
Supplier Products
Back to home
Knowledge Base
Getting Started
Welcome
Getting Started
Purchase Orders
Suppliers and Products
Employees
Budgets
Departments
Deliveries
Invoices
The User Roles
Approver Role
Finance Role
Company Admin Role
Teammember Role
App Settings
Approval Workflow
Company Settings
User Settings
PDF Settings
The Supplier Portal
Supplier Side
Mobile App
Billing and Accounts
Trial Accounts
Reports and Filters
Integrations and Features
Feature Suggestions
Multi Company/Company Switching
PushCart
API
Supplier Rating
Xero
Quickbooks Online
Zapier
QuickBooks Desktop
Troubleshooting
About Us
Departments
Purchase Requests
Integrations
Sage
Purchase Orders
Supplier Products
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 set up custom fields?
Purchase Orders
Import several purchase requests at once
Tagging users in comments
How do I import line items to create a purchase request?
Will the PO number remain the same when I use Cancel and revise?
What do the different PO statuses mean?
How do I add coupons to my Purchase Orders?
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 do I archive a purchase order?
How do I create a Purchase Order
How to Approve/Reject a Purchase Order
How do I cancel 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
How to distinguish between deliveries and partial deliveries.
