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Proactis

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Customer portal

Welcome to Proactis! Proactis is designed to streamline your procurement processes and help you manage your business spend efficiently. This guide will walk you through the steps to create your first Proactis account and get started on your journey to better procurement management.

Steps to Create Your First Proactis Account:


Click on the “Sign Up” or “Create Account” button typically found at the top right of the homepage.


Fill in your basic details such as your full name, email address, company name, and any other required information in the registration form.


Create a strong password to secure your account. Make sure it meets the password requirements displayed on the screen.


After submitting your registration, check your email inbox for a verification link. Click on the link to verify your email address and activate your account.


Once your email is verified, return to the Proactis login page and sign in with your new credentials.


After logging in, you may be prompted to complete your company profile and set preferences for your procurement management system.

A step-by-step guide to setting up your Proactis account, including user roles and permissions.

Creating Your First Proactis Account

Welcome to Proactis! Proactis is designed to streamline procurement, supplier management, and finance processes. If you're new to the platform, this guide will help you quickly familiarize yourself with the interface so you can make the most of its features. Follow these steps to get started with ease:

Explore the key features and menus of the Proactis platform, including dashboards, search functions, and common workflows.

Navigating the Proactis Interface

Proactis is a leading provider of spend management solutions, helping organizations streamline procurement, supplier management, and financial processes. Whether you're new to Proactis or looking to enhance your understanding of its key terms, this guide will help you get familiar with the foundational terminology you'll encounter while using Proactis.

: The process of sourcing and acquiring goods or services. In Proactis, procurement includes steps like requisition, approval, purchase orders, and invoice processing.

: This refers to the system in place to manage interactions with suppliers, from registration and qualification to performance tracking.

: A formal request for goods or services made by an employee, which then goes through an approval workflow in Proactis before a purchase order is issued.

: The process of matching purchase orders and delivery receipts with invoices to ensure the accuracy of financial transactions.

: Proactis provides tools for managing supplier contracts, tracking key dates, and ensuring compliance with agreed terms.

Steps to Understanding Proactis Terminology:

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Start by familiarizing yourself with the key modules within Proactis, such as procurement, supplier management, and contract management. Understanding where each module fits in will clarify how the terminology applies to different workflows.

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Proactis provides a comprehensive set of documentation. Look through the glossary and other resources available in the help center to get a deeper understanding of specific terms.

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The best way to understand new terminology is by seeing it in action. As you navigate through the platform, take note of the terms and how they relate to the activities you perform, such as creating purchase requisitions or managing supplier profiles.

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Proactis offers training sessions that cover the key terms and processes within the system. Attending these will give you a practical understanding of how the terms are used in day-to-day operations.

Learn the essential terms and concepts used in Proactis, like requisition, tender, and contract.

Getting Started