Navigating Zoho Procurement

You can navigate through the various modules in our help document to learn how you can manage your procurement workflows efficiently. Before taking a deeper look into the modules of Zoho Procurement, let’s take a look at some aspects of the product that will make using Zoho Procurement easy for you.

• Home: Gain insights into your business’s procurement spend from the Dashboard tab.
• Sidebar: Access different modules within the product.
• Search Bar: Find anything you need within Zoho Procurement. Use Advanced Search to apply filters to modules and locate specific information.
• Organization: Switch between multiple Zoho Procurement organizations. You can also create a new organization or join an existing organization.
• Quick Create: Create records with a single click.
• Notifications: Alerts notify you of important updates and reminders about transactions and actions created and modified in your organization.
• Settings: Customize your organization preferences in Zoho Procurement.
• Profile and Help: Access account information, help docs, FAQs, forums, video tutorials, and migration guides conveniently in one place.
• All Zoho Apps: Click this icon to access all Zoho apps.