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Jacob Sewell

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Latest activity by Jacob Sewell
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    Jacob Sewell created an article,

    Assigning User Locations

    After creating a role and applying it to your user, locations must be applied to your users' roles. Locations determine which parts of the system your users have access to, based on the locations s...

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    Jacob Sewell created an article,

    User Access Levels in Procurify

    In Procurify, user access is handled in this way: Users are added to Procurify and must be given a Role. A Role is a grouping of Permissions that determine what a user does and does not have acces...

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    Jacob Sewell created an article,

    Managing User Roles and Permissions

    New for October 2018: Procurify now supports customized access to each module, and the Settings page. Customize what your users see by toggling different permissions off and on for their user roles...

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    Jacob Sewell created an article,

    Applying User Roles

    In order to use Procurify, each user must have a role enabled, along with assigned permissions and locations. Roles provide access to different sections in Procurify, and can be chosen from a pre-s...

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    Jacob Sewell created an article,

    Granular Permissions

      What is Granular Permissions? Granular permissions provides users with the ability to restrict and provide access to nearly every section in Procurify. With granular permissions enabled, you can...

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    Jacob Sewell created an article,

    Bidding on a Request for Quote

      If you've a Vendor who has received a Request for Quote from a customer, follow this guide for instructions on how to submit a bid. For Purchasers, learn how to Submit a Request for Quote to you...

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    Jacob Sewell created an article,

    Viewing and Accepting a Vendor Bid

      After Submitting a Request for Quote, bids from Vendors can be viewed and accepted from within the Procure section of Procurify. Navigate to Procure -> Procurement. Locate the item previously s...

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    Jacob Sewell created an article,

    Submitting a Request for Quote

      As outlined on the Request for Quote Overview page, Request for Quote gives Purchasers the ability to communicate with multiple vendors at the same time, simplifying the bidding process while en...

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    Jacob Sewell created an article,

    Request for Quote Overview

    Looking to get the best price with minimal effort? Request for Quote in Procurify simplifies the bidding process, making life easier for Purchasers. What is Request for Quote? Request for Quote co...

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    Jacob Sewell created an article,

    Apply Multiple Account Codes to an Unbilled Item

    Applying multiple account codes to an item before it is billed allows your departments to share in the cost of an item, so that the entire dollar amount isn't taken from a single budget. Changes ma...