Procufy User Manual

What Procufy is, how you get an account, and how to find your way around it.

The pipeline every order travels, and the two rules that explain most of what you see.

You do two things in Procufy: ask for goods, and confirm they arrived. Here is all of it.

Quote, win, ship, get paid, close the file. You personally move four steps of the pipeline.

You sit between the client and the supplier, and you own more of the pipeline than anyone else.

A five-step chain from delivered goods to a closed file — and no one person can walk it alone.

The directory, the audit trail, and the eleven pages that configure everything else in Procufy.

Who can see what, why you might see less than a colleague, and what even a Super Admin cannot do.

Every status you will actually see on screen, what it means, and who moves it next.

The vocabulary Procufy uses, and what each word actually refers to.

The things that go wrong most often, and what each one actually means.