Introducing Menu 2.1

With Menu 2.1, the Purchase Order workflow will be illustrated on the left-hand side of your screen. Flowing down from the purchase request stage all the way to payments.

Each menu listing screen will have its own unique substeps and ‘Actions’. On each page, the usual filters will stay available as well as the edit multiple and download options.

Below is a screenshot of the menu on the left and the new look finance dashboard.

Menu 2.1 on the left-hand side and a new look to the Finance Dashboard

Here are those menu workflow steps with substeps (or statuses) in more detail:

Requests

  • Drafts
  • Pending
  • Rejected
  • Cancelled
  • Archived
Requests Menu and Listing Screen

Purchase Orders

  • Approved
  • Cancelled
  • Archived
Purchase Orders Menu and Listing Screen

Deliveries

  • Undelivered
  • Partially Delivered
  • Delivered
  • Cancelled
  • Archived
Deliveries Menu and Listing Screen

Invoices

  • Invoice Received
  • Ready to Pay
  • Cancelled
  • Archived
Invoices Menu and Listing Screen

Payments

  • Ready to Pay
  • Paid
  • Cancelled
  • Archived
Payments Menu and Listing Screen

Get in touch if you have any questions or need help navigating the new layout. Email: support@procurementexpress.com

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