Learn how to efficiently manage and monitor your business transactions in Procuros. This guide explains the different views and features of the transaction overview.
The transaction overview in Procuros gives you full control and monitoring of all business documents such as orders, invoices, and shipping notices. You can track the status of each transaction, view details, and resolve issues if needed. Each transaction goes through various status types that indicate its current processing stage.
Open Navigation
Click on “Transactions” in the sidebar to open the transaction overview.
Select View
Choose between “All Transactions,” “Blocked Transactions,” or “Expired Transactions.”
In the “All Transactions” view, you have access to all historical and current transactions. The overview offers extensive filtering options:
Searching by document number allows you to quickly find specific transactions without scrolling through the entire list.
The detail view provides all key information about a specific transaction. It is divided into different sections:
The sidebar provides additional context information and can be hidden if needed:
Document-Type-Specific Information
Depending on the type of transaction, additional sections are displayed:
For information on handling blocked or expired transactions, please refer to this guide.
Each transaction in Procuros can be in one of the following statuses:
A transaction is in this status when:
A transaction receives this status once:
A transaction is blocked if, for example:
A transaction receives this status when:
For discarded transactions, the reason specified by the user for discarding will be displayed.
Learn how to efficiently manage and monitor your business transactions in Procuros. This guide explains the different views and features of the transaction overview.
The transaction overview in Procuros gives you full control and monitoring of all business documents such as orders, invoices, and shipping notices. You can track the status of each transaction, view details, and resolve issues if needed. Each transaction goes through various status types that indicate its current processing stage.
Open Navigation
Click on “Transactions” in the sidebar to open the transaction overview.
Select View
Choose between “All Transactions,” “Blocked Transactions,” or “Expired Transactions.”
In the “All Transactions” view, you have access to all historical and current transactions. The overview offers extensive filtering options:
Searching by document number allows you to quickly find specific transactions without scrolling through the entire list.
The detail view provides all key information about a specific transaction. It is divided into different sections:
The sidebar provides additional context information and can be hidden if needed:
Document-Type-Specific Information
Depending on the type of transaction, additional sections are displayed:
For information on handling blocked or expired transactions, please refer to this guide.
Each transaction in Procuros can be in one of the following statuses:
A transaction is in this status when:
A transaction receives this status once:
A transaction is blocked if, for example:
A transaction receives this status when:
For discarded transactions, the reason specified by the user for discarding will be displayed.