Learn ProcureTrail
Step-by-step video tutorials — from signing up your organisation to managing procurement, assets, and Tally integration. Watch, follow along, and get started in minutes.
Setup & Onboarding
Everything you need to set up your organisation and start using ProcureTrail.
1. How to Sign Up
Sign up to explore or to onboard your organisation with ProcureTrail.
2. Organisation Setup — Basic Details
Set up the organisation easily and access the tool instantly.
3. Organisation Setup — GST Details
Enter GST details for auto split of GST and further automations going forward.
4. Tally Integration, Departments & Gate Entry
Choose Tally integration if required, set your domain name, add or edit departments, and configure gate entry checks.
5. Customising Label Headings
Customise field labels to match your organisation's terminology — campus, ward, plant, or whatever you call it.
6. Understanding Role-Based Access Control
Understand the RBAC feature to give users the right permissions. Easily toggle between on or off, change roles and permissions.
7. Add Users & Assign Roles
Having understood RBAC in the previous step, add new users and assign roles to them.
8. Add Approval Matrix & Start Using the Tool
Add approval matrix rows easily and start using the tool from now!
9. Resetting Password & Verifying Email
Admin sets up their own password during login whereas other users can reset their passwords on first login. Verify email ids to start getting notifications from the tool.
Procurement Workflow
Create requisitions, approve purchase orders, receive goods, and handle invoices.
10. PR & PO Advanced Features
Choose how to approve PRs — per line or collectively. Control when POs are raised — after all lines approved or independently. Use bypass PO for emergency purchases.
11. Creating & Approving Purchase Requisitions
Create PRs with various dimensions and see their impact. Demonstrates multi-approver workflows and multi-line PRs with different routing for each line.
12. System Configuration & TDS Setup
Before creating a PO, set up TDS sections and compensation cess. Also shows the linkage between the Setup Wizard and System Configuration.
13. Creating & Approving a Vendor
Access the Vendor Management module — create and approve a vendor, track expiring documents, add multi-location addresses with different GSTINs, and see how the system handles interstate vs intrastate GST splits automatically.
Asset Management
Browse your asset register, generate QR tags, run verification campaigns, and track depreciation.
Accounting & Compliance
Tally integration, year-end close, and reports.
Ready to Get Started?
Sign up and set up your organisation in minutes. Or talk to us if you'd like a guided setup.
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