Table of Contents
- Branch Locations and Departments
- Adding Users and Assigning Roles
- Chart of Accounts
- Approval Routing
- Catalog Items
Setting up your account
For easy account setup, follow steps 1-8 below. To learn how to import your information directly into Procurify, click here
1. Establish a Naming Convention
The first step to setting up your Procurify account is to add Location and Departments. Procurify understands that not all organizations are carbon copies of each other, and you may want to create a unique naming convention for your organization's needs.
2. Branch Locations and Departments
Branch Locations keep track and organize all locations for your company. You can add custom departments and give access to specific users, ensuring every employee only sees what they need to see.
3. Adding Users and Assigning Roles
Give the people in your organization access to Procurify by adding them in as a user. Each user will be assigned a specific role that matches their duties within your organization. Choose from a set of predefined roles, or create custom ones to fit your needs.
Let’s add some new users and assign roles.
4. Chart of Accounts
Creating a Chart of Accounts helps your organization determine exactly how your money is being spent. Creating account codes gives you a better understanding of your organization’s financial health.
5. Approval Routing
Set up Approval Routing to allow users to approve or deny requests while giving real-time visibility into current budgets. Thresholds ensure that users cannot approve any requests outside of their limits.
Budgets keep your organization's financial health in order. You can link users to specific Budgets, link Budgets to Departments, and link Departments to Locations. Never overspend again.
Add your Vendor's information into Procurify once, and it's there for good. Procurify will auto-populate their information, making it quick and easy to create and send Purchase Orders.
8. Catalog Items
The Product Catalog holds frequently requested items, simplifying the Order process. Create your order with just a few clicks. Add a couple of catalog items manually to get the ball rolling, or import your entire product catalog in one go.