ADAM User Guides
Welcome to our Self-Serve ADAM Starter Pack!
Welcome to ADAM:
Signing Up & Signing In
Creating your first ADAM Account
Accepting Invites
Accepting the ADAM Invitation sent via email
Using ADAM:
Submitting Forms (RQ/PR/PO)
Completing & submitting forms for approval
Approving Submissions & Orders
Approving submissions via ADAM or email
Actioning on & Closing POs
Edit & Revise POs, create Advance Payments, & Closing the PO
Submitting Payment Request Forms
Submit a Payment Service Request Form on ADAM
Placing Procure Orders
Submitting an order using the Procure module
Requisition Setups:
Dimensions
Setting Up & Uploading Dimensions in ADAM
Vendor Lists
Setting up & maintaining your Vendors on ADAM
RQ & PR Forms
Creating & configuring your Purchase Requisition Forms
Purchase Orders
Configuring your Purchase Order Form
Catalogues & Product Lists
Create PR Catalogues to allow
requestors to raise PRs with a fixed catalogue
User Setup:
Roles & Permissions
Assign specific Permissions for each Role in ADAM
Inviting Users
Inviting & setting up new Users into ADAM
Approvals
Setting up your Approval Policy and maintaining individual Approvers
Integration:
Xero Accounting System
Setting up ADAM's integration with Xero