General Settings
Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.
Step 2: Select the General Settings menu, enter the required information in the available fields, and click Save.
General Information
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Purchase Order Number Prefix: Used to define the prefix code for Purchase Orders.
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Next Purchase Order Number: Used to configure the starting sequence number for Purchase Orders. From the specified number, the system will automatically increment the Purchase Order number by one for each new Purchase Order. Set this value to 1 to start the sequence from the beginning.
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Purchase Request Number Prefix: Used to define the prefix code for Purchase Requests.
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Next Purchase Request Number: Used to configure the starting sequence number for Purchase Requests. From the specified number, the system will automatically increment the Purchase Request number by one for each new Purchase Request. Set this value to 1 to start the sequence from the beginning.
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Purchase Invoice Prefix: Used to define the prefix code for Purchase Invoices.
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Debit Note Prefix: Used to define the prefix code for Debit Notes.
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Hour of Day to Perform Automatic Purchase Invoice Operations: Defines the hour at which recurring Purchase Invoices will be automatically generated.
Shipping Information
This section is used to configure shipment information that will be displayed in the Purchase Order PDF.
Other Information
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Terms and Conditions: Used to define default Terms and Conditions content for documents such as Quotations, Purchase Orders, Debit Notes, and Purchase Invoices.
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Vendor Note: Used to define default Vendor Note content for documents such as Quotations, Purchase Orders, Debit Notes, and Purchase Invoices.
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PDF Logo: Used to upload a logo that will be displayed in PDF documents, including Purchase Orders, Purchase Requests, Quotations, and Debit Notes.
Vendor Portal
This section allows you to enable or disable the Vendor Portal login page and homepage. You can also configure which Purchase Orders, based on their status, will be visible in the Vendor Portal.