Rearranging custom fields for purchase requests

Empower your purchase requests: introducing custom field reordering

Streamlined customisation process (see demo here)

Tailoring your purchase request form to align with your organisation's specific hierarchy and preferences is now more intuitive than ever. Here’s how you can take advantage of this new feature:

  1. Access custom field settings: As an Organisation Admin, log into the platform, navigate to 'Settings', and then click on 'Categorisation'.

  2. Go to Purchase requests: Within 'Categorisation', you'll find the 'Purchase Requests' tab. Click on it to access your custom fields.

  3. Customise your field order: Here, you'll see the list of custom fields added to your organisation's account. Simply drag and drop these fields into your desired order, customising the form to perfectly fit your organisational requirements.

Enhanced User Experience and Efficiency

This new feature offers significant benefits to your organization:

  • Personalised workflow: Align the purchase request process with your organisation's specific needs and preferences, ensuring a smoother, more intuitive workflow.

  • Increased efficiency: By organising the fields in an order that mirrors your organisation's hierarchy or operational logic, you streamline the data entry process, making it faster and more efficient.

  • Improved data accuracy: A customised field order can reduce errors in data entry, as users are more likely to correctly input data in a familiar and logical sequence.

  • Flexibility and control: This feature empowers admins to have greater control over the layout and prioritisation of information, adapting as organisational needs evolve.