ProcureX General Tutorial
Role | Task | Task Definition | Video |
| Company Account Admin | Setting at MyInvois | Set ProcureX as Intermediary for E-Invoicing submission | PDF |
| All User | Switch Role | Switch from Buyer to Seller or Seller to Buyer | Video |
Admin | Manage Company User | Manage Company User | Video |
ProcureX Tutorial for Buyer Role
Role | Task | Task Definition | Video |
| Admin | Assign Module Permission | Assign Module Permission | Video |
| Admin/Normal User | Manage My Seller | Invite & Import My Seller | Video |
| Marketplace | Sourcing and add new Seller | Video | |
| STEP 1: Cost Code Module (Cost Centre) | |||
| Editor | Setting up Cost Code | Create subsidiary or projects that you want to group under same cost code | Video |
| STEP 2: Cost Manager Module (Create Purchase Items) | |||
Editor | Setting up Cost Manager | Prepare Cost Manager Directly | Video |
| Prepare Cost Manager import from Excel | Video | ||
| Sample Excel for Cost Manager | Excel | ||
| Editor & Viewer | Spend Analysis | Monitor Total Purchased Quantity & Average Purchase Rate | Video |
| STEP 3: Budget Module (Department Head to Create Respective Budget) | |||
Editor | Setting up Budget | Create Budget from Cost Manager | Video |
| Import Budget from Buildspace | Video | ||
| User Permission for Budget, Purchase Request, Request for Tender, Purchase Order, e-Invoice, Good Received Note, Request for Quotation. | Video | ||
| Location | Video | ||
| Purchase on Behalf | Video | ||
| Submit for Approval | Video | ||
| Assigned User | Approval Process | Video | |
| Editor & Viewer | Monitor Budget | Monitor Budget Detail | Video |
| STEP 4: Purchase Request Module (Assigned User to Create Purchase Request) | |||
Editor | Setting up PR | Create Purchase Request | Video |
| Submit for Approval | Video | ||
| Assigned User | Approval Process | Video | |
| STEP 5: Request for Quotation (Assigned User Sourcing for Quotation) | |||
Editor | Setting up RFQ | Create Request for Quotation | Video |
| Submit for Approval | Video | ||
| Assigned User | Approval Process | Video | |
| Editor | Accept Public Seller | Video | |
| Editor | Extend RFQ Period | Video | |
| STEP 6: Purchase Order (Assigned User to Create PO) | |||
Editor | Setting up PO | Create Purchase Order from RFQ | Video |
| Create Purchase Order from PR | Video | ||
| Submit for Approval | Video | ||
| Assigned User | Approval Process | Video | |
| Editor | Accept Invoice | Video | |
| Good Receipt Note (Assigned User to Update Delivery Order) | |||
| Editor | Setting up GRN | Prepare and Update GRN/DO | Video |
| Viewer | View GRN | View GRN/DO | Video |
| Payment | |||
| Editor of PO Module | Setting up Payment | Update Payment Details | Video |
| Viewer | View Payment | View Payment Details | Video |