Purchase Module Settings
Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.
Step 2: Select the Purchase Options menu.
Available Settings and Descriptions
Not Creating Purchase Request or Quotation
If this option is enabled, the Quotation field will be hidden on the Add Purchase Order page.
Load Items by Vendor
When enabled, items displayed during the creation of a Purchase Order or Quotation will be filtered based on the selected vendor. If disabled, all available items will be displayed regardless of vendor selection.
Only Show Prefix and Number in Purchase Order Number Field
If enabled, the Purchase Order number will consist of three components: Prefix – Number – Vendor Code.
If disabled, the Purchase Order number will include Prefix – Number – Month – Year – Vendor Code.
Allow Vendor Registration
When activated, the Vendor Portal (/purchase/authentication_vendor) will display a Register button, allowing vendors to create their own accounts.
Allow Vendor Add/Edit/Delete Purchase Invoice
If enabled, vendors are permitted to create, edit, and delete Purchase Invoices directly from the Vendor Portal.
Allow Vendor Add/Edit/Delete Purchase Quotation
If enabled, vendors can create, edit, and delete Purchase Quotations through the Vendor Portal.
Automatically Create a Purchase Order When a Quotation Is Approved
When this option is enabled, a Purchase Order will be automatically generated once a quotation is approved.
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The Purchase Order will be created with Draft status if approval settings are applied to Purchase Orders.
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The Purchase Order will be created with Approved status if no approval settings are configured.
Show Tax per Item
Displays the tax column on the PDF, Purchase Order details, and Quotation details.
Send Welcome Email for New Contact
If enabled, the system will automatically send a welcome email to newly created contacts.
Reset Purchase Order Number Every Month
When enabled, the Purchase Order numbering sequence will automatically reset at the beginning of each month.
Show Vendor Note on Purchase Order PDF
If enabled, the Vendor Note will be displayed on the Purchase Order PDF.
Show Purchase Order Name on Purchase Order PDF
Enable this option to display the Purchase Order name on the PDF document.
Show Terms and Conditions on Purchase Order PDF
Enable this option to display the Terms and Conditions content on the Purchase Order PDF.
Allow Upload E-Signature for Approve Action
When enabled, approvers can upload an electronic signature during the approval process. This option applies only to approval workflows where the action type is Approve.
Allow Edit Purchase Request Number
Enable this option to allow editing of the Purchase Request number in the Add/Edit Purchase Request form.
Allow Edit Purchase Order Number
Enable this option to allow editing of the Purchase Order number in the Add/Edit Purchase Order form.
Allow Selecting Approvers on Purchase Order Form
Allows users to select an approver for each Purchase Order directly from the Add/Edit Purchase Order form, without relying on predefined approval settings.
Additional information is available at:
https://helpcenter.gtssolution.vn/article/select-approver-on-the-addedit-po-form
Allow Selecting Approvers on FAF Request Form
Allows users to select an approver for each FAF request without depending on approval settings.
Department Field Required for Purchase Order and Purchase Request
Enable this option to make the Department field mandatory in the Create/Edit Purchase Order and Purchase Request forms.
Reset Data
⚠️ Warning: This action is irreversible.
When Reset Data is executed, all data related to the following modules will be permanently deleted:
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- Purchase Requests
- Quotations
- Purchase Orders
- Contracts
- Purchase Invoices
- Debit Notes
- Return Orders
All payments associated with Purchase Invoices will also be deleted.
This action does not affect the Inventory module. Configuration settings and item master data will remain unchanged.
In addition, all tasks related to Purchase Orders, Quotations, Purchase Invoices, and Contracts will be deleted.