The Procuros Portal allows you to centrally manage all incoming orders. You can view open orders, process them, and directly create follow-up documents such as order confirmations or shipping notices. This guide explains how to efficiently work with incoming orders.

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Accessing Open Orders

There are two ways to access your open orders:
1

Via the Dashboard

Click on “Open Orders” under “Inbox” in the dashboard. There, you will see an overview of all unprocessed orders with key details such as the trading partner and time of receipt.
2

Via Transactions

Navigate to the “Transactions” section and filter by the document type “Order.” This will display all orders in chronological order.

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Viewing Order Details

After selecting an order, you will enter the detail view. Here, you will find:
  • Order number and order date
  • Comments from the trading partner or Procuros
  • Complete list of ordered items
  • Delivery and invoice addresses
  • Transmission records and document status

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Processing an Order

1

Review the Order

Check the order details and any comments from the trading partner. The transmission record in the right sidebar confirms successful delivery.
2

Create Follow-up Documents

Depending on your integration, you can create the following documents directly from the order:Use the corresponding buttons in the upper right corner.
For documents that support uploading PDF or CSV files, you can choose between “Create Manually” and “Upload Document.”

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Additional Options

All follow-up documents, such as order confirmations or shipping notices, are automatically assigned to the correct trading partner and linked in the transaction history.