ProcureX General Tutorial


Role
Task
Task Definition
Video
Company Account Admin
Setting at MyInvois
Set ProcureX as Intermediary for E-Invoicing submission
All UserSwitch RoleSwitch from Buyer to Seller or Seller to Buyer
Admin
Manage Company UserManage Company UserVideo


ProcureX Tutorial for Buyer Role


Role
Task
Task Definition
Video
AdminAssign Module PermissionAssign Module PermissionVideo
Admin/Normal UserManage My Seller
Invite & Import My Seller
Video
MarketplaceSourcing and add new Seller
Cost Code Module
EditorSetting up Cost CodeCreate subsidiary or projects that you want to group under same cost code
Video
Cost Manager Module (Create Purchase Items)
Editor
Setting up Cost Manager
Prepare Cost Manager DirectlyVideo
Prepare Cost Manager import from ExcelVideo
Editor & ViewerSpend AnalysisMonitor Total Purchased Quantity & Average Purchase Rate
Budget Module
Editor
Setting up Budget
Create Budget from Cost ManagerVideo
Import Budget from Buildspace 

User Permission for BudgetPurchase RequestRequest for TenderPurchase Ordere-InvoiceGood Received NoteRequest for Quotation.Video
LocationVideo
Purchase on BehalfVideo
Prepare BudgetVideo
Submit for ApprovalVideo
Assigned User
Approval ProcessVideo
Editor & ViewerMonitor BudgetMonitor Budget Detail
Purchase Request Module
Editor
Setting up PR
Create Purchase RequestVideo
Prepare Purchase RequestVideo
Submit for ApprovalVideo
Assigned User
Approval ProcessVideo
Request for Quotation
Editor
Setting up RFQ
Create Request for QuotationVideo
Prepare Request for QuotationVideo
Submit for ApprovalVideo
Assigned User
Approval ProcessVideo
EditorAccept Public Seller

EditorExtend RFQ PeriodVideo
Purchase Order
Editor
Setting up PO
Create Purchase Order from RFQVideo
Create Purchase Order from PR

Prepare Purchase OrderVideo
Submit for ApprovalVideo
Assigned User
Approval ProcessVideo
Editor
Accept InvoiceVideo
Good Receipt Note
EditorSetting up GRNPrepare and Update GRN/DOVideo
ViewerView GRNView GRN/DO
Payment
Editor of PO ModuleSetting up PaymentUpdate Payment DetailsVideo
ViewerView Payment View Payment Details