Question:
- Understanding Customized Organization Categories
- What are the Location, Department fields?
Contents
Answer:
Procurify organizes requests and spending by Organizational Categories. "Location" and "Department" is the default labelling for all accounts. See the example screenshot taken from Create Order Request screen below:
Procurify allows organizations to customize these categories. This means that admins can label categories in your domain to fit your organization's structure. If you don't see Location and Departments, it means your account has a customized categories.
Interface Differences
Due to this customization, your interface text may differ. Buttons, copy, and tabs in your account may appear different compared to articles that maintain the default Location and Department labelling.
Customized Category Issues
Here are some common issues that customers encounter with Customized Organizational Categories:
Why can't I see my Location, Department or Approver in the drop-down?
Can I change the Location and or Department of a submitted request?
Why don't my CSV files or import templates match the labelling in my Procurify account?