Purchase Module Settings Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar.Step 2: Select the Purchase Options me...

To add a new unit to your organization, follow the steps below: Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar. Step 2: Select...

To add a new commodity group to your organization, follow the steps below: Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar. Step 2:...

To add a new sub group to your organization, follow the steps below: Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar. Step 2: S...

To add a new approval configuration to your organization, follow the steps below: Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar. ...

To add a new vendor category to your organization, follow the steps below: Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar. Step 2:...

Users can access system modules based on the permissions assigned to them. Administrator (Admin) users have unrestricted access to all modules. As an administrator, you can assign permissions either by role or to specific e...

This section is used to configure the Order Return Number Prefix and the Next Order Return Number. Step 1: Navigate to the Settings menu under the Purchase...

This section is used to retrieve online currency exchange rates and manage the currency rate update logs. To access this feature, navigate to Settings under the Purchase module from the left sidebar, then s...

To create a new vendor, follow the steps below: Step 1: Navigate to the Purchase module from the left sidebar and select the Vendors menu. Step 2: Click the ...

Vendor Self-Registration Process Step 1: Log in to the Admin Portal. Step 2: Navigate to the Purchase module from the left sidebar and select the Settings...

When creating Quotations, Purchase Orders, Debit Notes, and Purchase Invoices, if the “Load items by vendor” option is enabled, only items associated ...

A Purchase Order is used to formally request the purchase of goods or services from a vendor. Purchase Orders can be created without first creating a Purchase Request or Quotation if the op...

Select the Purchase Order you want to review and click View to open the detailed information page. Click Refresh Order Value to update the order value based on the current purchase prices of the items. This...

Contract Management This feature allows buyers to create contracts associated with approved Purchase Orders. The created contracts will be displayed in the Contracts menu of the corresponding vendor in the Vendor Portal....

To create a new Debit Note, follow the steps below: Step 1: Navigate to the Debit Notes menu under the Purchase module from the left sidebar and click the New Debit Note bu...

Void Debit Note Conditions for Using the Void Feature The Void feature can be applied only when all of the following conditions are met: The Debit Note is not closed. ...

A Debit Note can be applied only to invoices associated with the same vendor. Apply Debit Note to Invoice Step 1: Hover over the Debit Note and click the Debit Note Nu...

Purchase Invoices can be created from a Purchase Order, a Contract, or directly from available items. Step 1: Navigate to the Invoices menu under the ...

Apply Debit to Invoice This feature is used to reduce the payable amount of an invoice by applying available Debit Notes. Step 1: Open the details of an Unpaid or Partially Paid in...

Step 1: Navigate to the Order Return Details page, click More, and select Delete. Step 2: Confirm your action in the confirmation pop-up. The Order Return ...

Multiple refunds can be created until the Purchase Order Return has been fully refunded. Create Refund A refund can be generated only when the Order Return status is Confirmed. ...

Import Cost per Item Report This report displays the cost of imported goods for each item, showing the purchase price based on each Purchase Order (PO). Report data can be viewed by time periods such as This Month, ...

General Settings Step 1: Navigate to the Settings menu under the Purchase module from the left sidebar. Step 2: Select the General Settings menu, ...

Purchase Invoice Approval Process First, configure an approval workflow for Purchase Invoices by navigating to Settings → Approval. If the approval workflow includes multiple approv...

Transaction Signing Process To obtain approval for a transaction, you may submit an approval request or sign the transaction directly. This section explains the transaction signing process. The signing feature appl...

Single-Approver Approval Workflow If an approval workflow includes multiple approvers, enabling the “Only one person needs to approve the transaction” option allows the transaction to be approved by any single...

Payment Request Approval Process First, configure an approval workflow for Payment Requests by navigating to Settings → Approval. If the approval workflow includes multiple approver...

Select Approver on Purchase Order Form This feature allows users to select an approver for each Purchase Order directly from the Purchase Order form, without relying on predefined approval settings. Notes If...

Financial Approval Form (FAF) The Financial Approval Form (FAF) is used to ensure financial control before placing a Purchase Order. Its primary objectives are to confirm that sufficient budget is available and to obtain ...