Purchase Orders

Gain control over purchases of products and services from external suppliers by creating purchase orders.

With the toggle in the top right corner of the screen, you can turn this entity on or off. From this window, you can also edit the auto numbering settings and add, edit or delete approval setups.

How to add auto numbering settings in the Purchase Orders module

To configure auto numbering for purchase orders, go to the Auto Numbering section and click Add New. A modal window will appear where you can choose the company, define the numbering pattern, and set the next number in sequence according to your requirements. Once all details are entered, click Save to apply the new auto numbering setting.

How to edit auto numbering settings in the Purchase Orders module

Select a company whose settings you wish to edit from the list and click the action icon at the end of the row. Click edit.

Edit the fields as required and click Save.

How to add an approval setup in the Purchase Orders module

Click the Add New button on the right of the Approval Setup line.

A modal window will open. 

• Entity Type (required) – The Purchase Orders entity will be populated. You can choose a different entity from the dropdown menu if relevant.
• Goal Approver Points (required) – Set the level of value for the approval. Enter a value into the field or use digital counter to set approver points.
• Approval For – Select what the approval is for from the dropdown menu.

When finished, click Save.

How to add a new approval setup group in the Purchase Orders module 

Select an item from the list to which you want to add a new approval setup and click on the action icon next to it. Click add new. 

A modal window will open. Select a user from the dropdown list and fill out the input fields. 

When finished, click Save.

How to edit an approval setup in the Purchase Orders module 

Select the approval setup you wish to edit and click the action icon next to it. Click edit. 

A modal window will open. Edit the input fields as required and click Save. Note that the Entity Type cannot be edited. 

How to delete an approval setup in the Purchase Orders module

Select the approval setup from the list that you wish to delete. Click the action icon next to the item and click delete.

A warning message will pop up. If you are sure, click OK to delete the approval setup.

How to edit an approval setup group in Purchase Orders 

Select the user whose approval setup you wish to edit from the list and click the action icon at the end of the row. Click edit. 

The user’s approval setup settings will pop up. Edit the input fields as required and click Save. Note that the User field cannot be edited.

How to delete an approval setup group in the Purchase Orders module

Select the user whose approval setup you want to delete from the list and click the action icon at the end of the row. Click delete.

A warning message will pop up. If you are sure, click OK to delete the approval setup.