In any procurement process, ensuring that all necessary information is collected accurately is crucial for efficient operations. You can easily configure required fields for purchase requests, both at the request form level and the request item level. In this article, we'll walk you through the steps to set up these required fields efficiently.
Setting Up Required Fields for Request Form
- Begin by clicking on the account icon located in the top right corner of your dashboard.
- From the dropdown menu, select "Settings":
Accessing Custom Fields Settings
- Within the settings page, you will find various configuration options. On the left-side menu, locate and click on "Custom Fields."
Selecting Request Custom Fields
- Among the list of custom fields categories, identify "Request Custom Fields."
- Click on the "Edit" option next to it:
Configuring Individual Fields
- You will now see a list of custom fields that can be configured. Find the specific field for which you want to enforce mandatory completion.
- To configure the field, click on the dropdown arrow next to it. This will open additional settings for that field:
Setting the Field as Required
- Within the additional settings, you'll find a "Required" toggle. Switch it on to indicate that this field must be filled out for every purchase request:
Saving Your Updates
- After toggling the "Required" option, make sure to Save your updates. This will confirm your selection and enforce the requirement.
The same process applies to setting up required fields for request items.
By following these straightforward steps, you can tailor your purchase request process to your organization's specific needs. Enforcing mandatory fields not only helps maintain data accuracy but also streamlines the procurement workflow by ensuring that all essential information is captured.
Efficiently configuring required fields for both request forms and request items is just one of the many ways Team Procure empowers your procurement operations. Stay tuned for more tips and tricks to make the most out of our platform!
For any further assistance or inquiries, please refer to our comprehensive user guides or contact our support team. Your success is our priority.