Purchases app settings

Configurations

Configurations of the Purchases app

Path: Application config → Apps management → Purchase, configure

Manage purchase units on products: this function is useful when the purchase units of a product from a supplier are different from your sales units (for example, if you buy a product by the ton and sell it by the kilo). Thus, during supplier orders, the selected product will be directly indicated with its purchase unit, avoiding conversions.

Manage purchase order versions: this option activates the ability to create multiple versions of a supplier order, allowing you to modify a sale order so that you can create a new version and track its history.

Manage supplier consultations: this option enables the management of purchase requests to suppliers, allowing you to send quotation requests to multiple suppliers for the same product.

Manage multiple purchase quantity: this option enables you to define multiple purchase quantities on a product sheet. You can define that a product can only be purchased in certain multiples (e.g., for quantities of 5 and 10). If the selected quantity on an order line is different, the line cannot be validated, and a message will appear indicating the allowed quantities.

Enable product description copy: this option displays the product sheet description on quote lines.

Manage supplier catalog: enables the possibility to manage supplier catalogs, meaning that certain products can have different names, prices, and minimum purchase quantities for certain suppliers.

Display purchase order line numbers: assigns a number to quote/order lines.

Configuration by Company

Access: Application config → Apps management → Purchase, configure → click on the company sheet at the bottom of the page to access company-specific configurations.

In the Purchases app configuration, you will find following settings by company:

Printing settings: customize prints related to quotations/orders.

Purchase orders ATI/WT: select whether in purchase orders the prices are always WT, or always ATI, or if they are default WT, or default ATI. The "default WT" and "default ATI" selections offer the possibility to modify the type of prices case by case (via a checkbox).

Analytic distribution: when active, it offers linking predefined analytical distribution models to sale quotations/order lines.

Purchase order template: here, add the company's BIRT print template.

Supplychain

Access: Application config → Apps management → Supplychain, configure → configure the Purchase Order section

In the Supplychain configurations, you will find additional configurations related to the Purchases app. These configurations are grouped in the Purchase Order panel.

Supplier arrivals management: manage the delivery notes. You will be able to generate delivery notes from supplier orders and stock management.

Generate supplier arrivals automatically: when active, automatic generation of delivery notes takes place once an order is confirmed.

Terminate purchase order on receipt: when this option is activated, supplier orders automatically switch to "Finished" status once these orders have been completed (delivery notes will switch to "Completed" status).

Generate invoice from purchase order: when this option is activated, you can generate invoices from supplier orders.

Allow finish manually purchase order: if you activate this option, a "Complete manually sale order" button will appear on a confirmed sale order. You can then manually finish a sale order. If the "Terminate purchase order on receipt" option is disabled, you will have to finish an order manually.

Purchase order without incoming stock move: adds a new menu entry in Purchase app so that you can view orders awaiting for reception.