This guide shows you how to update procurement dates directly from the Procurement Hub, helping you manage a full week of deadlines from one screen. Changes sync automatically between the Procurement Hub and the Procurement tab in the product’s Schedule.
Opening and Editing a Product
Select Procurement from the left-hand navigation bar.
Find the product you want to review or edit, then select its row to open its procurement details.
Update the product’s details as needed:
To update the Order Reference, enter the new information in the field provided.
To change a date, select the relevant date field, choose a new date from the calendar, then select anywhere outside the calendar.
To add attachments, drag and drop files into the upload box, or select the upload box to browse your files.
Note: Procurement attachments are not published to your shared Schedule.
Marking a date complete:
Hover to the right of the relevant date field, then select the checkmark. This clears the date from the Procurement Hub and marks it as complete in the Procurement tab of the product’s Schedule.
Removing a date:
Hover over the relevant date field, then select the Remove (X) button. This clears the date from both the Procurement Hub and the Procurement tab in the product’s Schedule.
Note: The Remove (X) button appears only when you hover over the date field. Removing a date clears it from both the Procurement Hub and the product’s Schedule. Marking a date as complete clears it from the Procurement Hub but keeps it recorded as completed in the Procurement tab of the product’s Schedule.
Invoices and Purchase Orders
Invoices containing the product are displayed at the top of its procurement details, while Purchase Orders are displayed at the bottom. Select an invoice or purchase order to open it or download it as a PDF.
Need more help with managing procurement dates? Contact our support team via live chat for personalized assistance.