Purchase Management

Open connected topic →

Purchase Management module overview

Purchase Management module overviewFollow procurement from vendor and item setup through requests, quotations, orders, delivery, contracts, invoices, debit notes, returns, payments and reports.Admin Area → Purchase

Install and activate Purchase Management v1.7.9

Install and activate Purchase Management v1.7.9Activate the module and allow its installer/migrations to create and update module-owned schema.Admin Area → Setup → Modules → Purchase Management → Activate

Verify Purchase Management revision 179

Verify Purchase Management revision 179Confirm the supplied module version and internal revision before documenting or troubleshooting an upgrade.Admin Area → Setup → Modules → Purchase Management

Verify the minimum CRM requirement

Verify the minimum CRM requirementConfirm CRM 2.3.* or later is present before activation.Admin Area → Setup → Modules and server diagnostics

Run Purchase Management migrations 101 through 149

Run Purchase Management migrations 101 through 149Allow the module lifecycle to apply its sequential migration set.Admin Area → Setup → Modules → Purchase Management → upgrade/activate

Open the Purchase dashboard

Open the Purchase dashboardUse the module landing page and purchase-order dashboard table.Admin Area → Purchase

Understand the Purchase menu order

Understand the Purchase menu orderNavigate Items, Vendors, Vendor Items, Purchase Request, Quotations, Purchase Order, FAF Request, Order Returns, Contracts, Debit Notes, Invoices, Reports and Settings.Admin Area → Purchase

Open Purchase Items

Open Purchase ItemsManage item masters available to purchasing.Admin Area → Purchase → Items

Open Purchase Vendors

Open Purchase VendorsManage vendor companies and contacts.Admin Area → Purchase → Vendors

Open Vendor Items

Open Vendor ItemsMap purchase items to one or more vendors.Admin Area → Purchase → Vendor Items

Open Purchase Requests

Open Purchase RequestsCreate and manage internal purchase requisitions.Admin Area → Purchase → Purchase Request

Open Purchase Quotations

Open Purchase QuotationsManage vendor quotation records and RFQ responses.Admin Area → Purchase → Quotations

Open Purchase Orders

Open Purchase OrdersCreate and manage approved vendor orders.Admin Area → Purchase → Purchase Order

Open FAF Requests

Open FAF RequestsManage Financial Approval Form requests.Admin Area → Purchase → FAF Request

Open Order Returns

Open Order ReturnsManage purchase-return orders and refunds.Admin Area → Purchase → Order Returns

Open Purchase Contracts

Open Purchase ContractsManage vendor contracts and signatures.Admin Area → Purchase → Contracts

Open Purchase Debit Notes

Open Purchase Debit NotesManage vendor debit notes, applications and refunds.Admin Area → Purchase → Debit Notes

Open Purchase Invoices

Open Purchase InvoicesManage vendor invoices and payments.Admin Area → Purchase → Invoices

Open Purchase Reports

Open Purchase ReportsRun purchasing analysis and report tables/charts.Admin Area → Purchase → Reports

Open Purchase Settings

Open Purchase SettingsConfigure numbering, options, units, approvals, groups, vendor categories, permissions, returns and currency rates.Admin Area → Purchase → Settings

Deactivate Purchase Management safely

Deactivate Purchase Management safelyDisable the module after reviewing vendor, financial, file and portal dependencies.Admin Area → Setup → Modules → Purchase Management → Deactivate

Understand Purchase Management data ownership

Understand Purchase Management data ownershipIdentify module tables, uploaded files, options, portal records and linked core CRM records before retention or removal.Code-backed reference → purchase/install.php, migrations, models and upload folders

Understand Purchase Management routes and AJAX actions

Understand Purchase Management routes and AJAX actionsDistinguish visible menu pages from controller endpoints used by tables, forms, PDFs, files and status actions.Code-backed reference → purchase/controllers

Open connected topic →

Configure purchase-order numbering

Configure purchase-order numberingSet purchase-order prefix and next number used for new orders.Admin Area → Purchase → Settings → Purchase Order Setting

Configure purchase-request numbering

Configure purchase-request numberingSet purchase-request prefix and next request number.Admin Area → Purchase → Settings → Purchase Order Setting

Configure purchase-invoice numbering

Configure purchase-invoice numberingSet the purchase-invoice prefix used by module invoices.Admin Area → Purchase → Settings → Purchase Order Setting

Configure debit-note numbering

Configure debit-note numberingSet the debit-note prefix used for vendor debit notes.Admin Area → Purchase → Settings → Purchase Order Setting

Configure order-return numbering

Configure order-return numberingSet the return-order prefix and next return number.Admin Area → Purchase → Settings → Order Return

Set the purchase-invoice automation hour

Set the purchase-invoice automation hourChoose the configured hour used by purchase invoice automation.Admin Area → Purchase → Settings → Purchase Order Setting

Configure purchase-invoice expiry notice days

Configure purchase-invoice expiry notice daysSet how many days before expiry the module should notify selected staff.Admin Area → Purchase → Settings → Purchase Order Setting

Choose staff who receive purchase-invoice expiry notices

Choose staff who receive purchase-invoice expiry noticesSelect employees for purchase-invoice expiry notifications.Admin Area → Purchase → Settings → Purchase Order Setting

Choose staff who receive new-vendor registration notices

Choose staff who receive new-vendor registration noticesSelect employees notified when a vendor registers publicly.Admin Area → Purchase → Settings → Purchase Order Setting

Configure purchase company address and country details

Configure purchase company address and country detailsSet address, city, state, postal code, country text and country code used on purchase output.Admin Area → Purchase → Settings → Purchase Order Setting

Upload the purchase-order PDF logo

Upload the purchase-order PDF logoStore the logo used by purchase-order PDF output.Admin Area → Purchase → Settings → Purchase Order Setting

Remove the purchase-order PDF logo

Remove the purchase-order PDF logoDelete the configured purchase-order logo without altering other company settings.Admin Area → Purchase → Settings → Purchase Order Setting

Choose the purchase-order PDF template

Choose the purchase-order PDF templateSelect the module template used to render purchase-order PDFs.Admin Area → Purchase → Settings → Purchase Order Setting

Configure purchase-order terms and conditions

Configure purchase-order terms and conditionsStore default terms displayed or printed according to the enabled option.Admin Area → Purchase → Settings → Purchase Order Setting

Configure the default vendor note

Configure the default vendor noteStore the vendor note used on purchase orders when enabled.Admin Area → Purchase → Settings → Purchase Order Setting

Enable the vendor portal

Enable the vendor portalAllow authenticated vendor contacts to use the vendor-facing workspaces.Admin Area → Purchase → Settings → Purchase Order Setting

Choose purchase-order statuses visible in the vendor portal

Choose purchase-order statuses visible in the vendor portalLimit which purchase-order states vendors can see.Admin Area → Purchase → Settings → Purchase Order Setting

Allow vendors to register publicly

Allow vendors to register publiclyExpose the vendor registration flow.Admin Area → Purchase → Settings → Purchase Options

Allow vendors to manage purchase invoices

Allow vendors to manage purchase invoicesPermit portal users to add, edit or delete vendor invoice records where the portal controller allows it.Admin Area → Purchase → Settings → Purchase Options

Allow vendors to manage purchase quotations

Allow vendors to manage purchase quotationsPermit portal users to add, edit or delete vendor quotation records where the portal controller allows it.Admin Area → Purchase → Settings → Purchase Options

Allow direct purchase orders without a request or quotation

Allow direct purchase orders without a request or quotationEnable the purchase_order_setting option for direct-order workflows.Admin Area → Purchase → Settings → Purchase Options

Require item selection by vendor

Require item selection by vendorEnable item_by_vendor so order/request item choices are filtered through vendor mappings.Admin Area → Purchase → Settings → Purchase Options

Show only the purchase-order prefix and number

Show only the purchase-order prefix and numberEnable po_only_prefix_and_number for display output.Admin Area → Purchase → Settings → Purchase Options

Automatically create a purchase order when a quotation is approved

Automatically create a purchase order when a quotation is approvedEnable the code-backed quotation-to-order automation.Admin Area → Purchase → Settings → Purchase Options

Allow uploaded e-signatures for approval

Allow uploaded e-signatures for approvalEnable approval signatures to be supplied as uploaded files where the views support it.Admin Area → Purchase → Settings → Purchase Options

Allow purchase-order numbers to be edited

Allow purchase-order numbers to be editedEnable can_edit_po_number.Admin Area → Purchase → Settings → Purchase Options

Allow purchase-request numbers to be edited

Allow purchase-request numbers to be editedEnable can_edit_pr_number.Admin Area → Purchase → Settings → Purchase Options

Allow approver selection on the purchase-order form

Allow approver selection on the purchase-order formEnable pur_can_select_approvers_on_purchase_order_form.Admin Area → Purchase → Settings → Purchase Options

Allow approver selection on the FAF form

Allow approver selection on the FAF formEnable pur_can_select_approvers_on_faf_form.Admin Area → Purchase → Settings → Purchase Options

Show purchase custom fields on PDFs

Show purchase custom fields on PDFsEnable the purchase-order custom-field PDF option.Admin Area → Purchase → Settings → Purchase Options

Show the purchase tax column

Show the purchase tax columnEnable show_purchase_tax_column for purchase document lines.Admin Area → Purchase → Settings → Purchase Options

Send a welcome email for a new vendor contact

Send a welcome email for a new vendor contactEnable send_email_welcome_for_new_contact.Admin Area → Purchase → Settings → Purchase Options

Reset purchase-order numbers every month

Reset purchase-order numbers every monthEnable the monthly purchase-order numbering reset.Admin Area → Purchase → Settings → Purchase Options

Show the vendor note on purchase-order PDFs

Show the vendor note on purchase-order PDFsEnable show_vendor_note_on_po_pdf.Admin Area → Purchase → Settings → Purchase Options

Show the purchase-order name on PDFs

Show the purchase-order name on PDFsEnable show_purchase_order_name_on_po_pdf.Admin Area → Purchase → Settings → Purchase Options

Show terms and conditions on purchase-order PDFs

Show terms and conditions on purchase-order PDFsEnable show_term_conditions_on_po_pdf.Admin Area → Purchase → Settings → Purchase Options

Require a department on purchase requests

Require a department on purchase requestsEnable pur_department_required_condition.Admin Area → Purchase → Settings → Purchase Options

Require a project on purchase orders

Require a project on purchase ordersEnable pur_order_project_required_condition.Admin Area → Purchase → Settings → Purchase Options

Enable SMS for new vendor registration

Enable SMS for new vendor registrationEnable the new-vendor registration SMS option and verify the CRM SMS service.Admin Area → Purchase → Settings → Purchase Options

Enable SMS when a vendor signs a contract

Enable SMS when a vendor signs a contractEnable sms_notification_when_vendor_sign_contract and verify the CRM SMS service.Admin Area → Purchase → Settings → Purchase Options

Reset Purchase Management data

Reset Purchase Management dataUse the supplied reset action only after confirming its destructive scope.Admin Area → Purchase → Settings → Purchase Options → Reset Data

Open connected topic →

Understand Purchase Management capability groups

Understand Purchase Management capability groupsReview the separate feature capabilities registered by the module.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Items permissions

Assign Purchase Items permissionsGrant view, create, edit and delete for purchase_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Vendors permissions

Assign Purchase Vendors permissionsGrant view own, view, create, edit and delete for purchase_vendors.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Vendor Items permissions

Assign Vendor Items permissionsGrant view own, view, create, edit and delete for purchase_vendor_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Request permissions

Assign Purchase Request permissionsGrant view own, view, create, edit and delete for purchase_request.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Quotation permissions

Assign Purchase Quotation permissionsGrant view own, view, create, edit and delete for purchase_quotations.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Order permissions

Assign Purchase Order permissionsGrant view own, view, create, edit and delete for purchase_orders.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign FAF permissions

Assign FAF permissionsGrant view own, view, create, edit and delete for purchase_faf.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Order Return permissions

Assign Order Return permissionsGrant view own, view, create, edit and delete for purchase_order_return.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Contract permissions

Assign Purchase Contract permissionsGrant view own, view, create, edit and delete for purchase_contracts.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Invoice permissions

Assign Purchase Invoice permissionsGrant view own, view, create, edit and delete for purchase_invoices.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Debit Note permissions

Assign Purchase Debit Note permissionsGrant view own, view, create, edit and delete for purchase_debit_notes.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Reports permission

Assign Purchase Reports permissionGrant purchase_reports view.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign Purchase Settings permission

Assign Purchase Settings permissionGrant purchase_settings edit only to authorised configuration administrators.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Assign dedicated purchase status-change capabilities

Assign dedicated purchase status-change capabilitiesGrant status changes for purchase requests, quotations, purchase orders and purchase invoices separately from record edit.Admin Area → Setup → Roles or Purchase → Settings → Permissions

Create an approval workflow

Create an approval workflowAdd an approval setting for the required purchase transaction type.Admin Area → Purchase → Settings → Approval

Edit an approval workflow

Edit an approval workflowUpdate approval type, approvers or conditions for future decisions.Admin Area → Purchase → Settings → Approval

Delete an approval workflow

Delete an approval workflowRemove an unused approval setting after checking open records.Admin Area → Purchase → Settings → Approval

Request approval for a purchase record

Request approval for a purchase recordSubmit a supported purchase request, order, return or FAF record into its configured approval path.Admin Area → Purchase → open record → Request Approval

Approve a purchase record

Approve a purchase recordRecord an authorised approval decision.Admin Area → Purchase → open pending record → Approve

Reject a purchase record

Reject a purchase recordRecord a rejection and reason where the workflow prompts for it.Admin Area → Purchase → open pending record → Reject

Use an uploaded approval signature

Use an uploaded approval signatureAttach the permitted e-signature file when uploaded signatures are enabled.Admin Area → Purchase → open approval action → Upload Signature

Use a drawn approval signature

Use a drawn approval signatureCapture the signature pad value when the relevant approval view exposes it.Admin Area → Purchase → open approval action → Sign

Review staff-specific Purchase permissions

Review staff-specific Purchase permissionsUse the module permission table/modal to review additional staff permissions.Admin Area → Purchase → Settings → Permissions

Delete a staff-specific Purchase permission assignment

Delete a staff-specific Purchase permission assignmentRemove a module-specific assignment without changing unrelated role permissions.Admin Area → Purchase → Settings → Permissions

Open connected topic →

Create a vendor

Create a vendorAdd a supplier company and its purchasing details.Admin Area → Purchase → Vendors → New Vendor

Edit a vendor

Edit a vendorUpdate vendor profile, commercial and address information.Admin Area → Purchase → Vendors → open vendor → Edit

Delete a vendor

Delete a vendorRemove a vendor through the supported action after reviewing linked records.Admin Area → Purchase → Vendors → vendor row → Delete

Change a vendor status

Change a vendor statusActivate or deactivate a vendor record.Admin Area → Purchase → Vendors → vendor row/status action

Confirm a public vendor registration

Confirm a public vendor registrationConfirm a newly registered vendor account.Admin Area → Purchase → Vendors → open pending registration → Confirm

Create a vendor category

Create a vendor categoryAdd a vendor category with name, code prefix and description.Admin Area → Purchase → Settings → Vendor Category

Edit a vendor category

Edit a vendor categoryUpdate vendor-category metadata.Admin Area → Purchase → Settings → Vendor Category

Delete a vendor category

Delete a vendor categoryRemove an unused category.Admin Area → Purchase → Settings → Vendor Category

Assign vendor administrators

Assign vendor administratorsLink authorised CRM staff to a vendor record.Admin Area → Purchase → Vendors → open vendor → Administrators

Remove a vendor administrator

Remove a vendor administratorDelete a vendor-to-staff administrator assignment.Admin Area → Purchase → Vendors → open vendor → Administrators

Add a vendor contact

Add a vendor contactCreate an authenticated or non-authenticated contact under a vendor.Admin Area → Purchase → Vendors → open vendor → Contacts → New Contact

Edit a vendor contact

Edit a vendor contactUpdate vendor-contact identity, email, language and portal details.Admin Area → Purchase → Vendors → open vendor → Contacts → Edit

Delete a vendor contact

Delete a vendor contactRemove a vendor contact using the supported controller action.Admin Area → Purchase → Vendors → open vendor → Contacts → Delete

Check whether a vendor-contact email already exists

Check whether a vendor-contact email already existsResolve the uniqueness check before saving a contact.Admin Area → Purchase → Vendors → contact form → Email

Change a vendor-contact status

Change a vendor-contact statusEnable or disable a vendor contact.Admin Area → Purchase → Vendors → open vendor → Contacts → status toggle

View all vendor contacts

View all vendor contactsUse the consolidated contacts list.Admin Area → Purchase → Vendors → All Contacts

Upload a vendor attachment

Upload a vendor attachmentStore a file against the vendor record.Admin Area → Purchase → Vendors → open vendor → Files → Upload

Download a vendor attachment

Download a vendor attachmentOpen an authorised vendor file.Admin Area → Purchase → Vendors → open vendor → Files → Download

Delete a vendor attachment

Delete a vendor attachmentRemove a vendor file through the supplied action.Admin Area → Purchase → Vendors → open vendor → Files → Delete

Import vendors from spreadsheet

Import vendors from spreadsheetCreate vendor records from the supported spreadsheet import.Admin Area → Purchase → Vendors → Import

Review a vendor import error file

Review a vendor import error fileUse the generated error output to correct rejected rows.Admin Area → Purchase → Vendors → Import results/error file

Delete stale purchase import error files

Delete stale purchase import error filesUse the module cleanup action for prior-day error files.Admin Area → Purchase → import maintenance

View a vendor’s contracts

View a vendor’s contractsFilter contracts for one vendor.Admin Area → Purchase → Vendors → open vendor → Contracts

View a vendor’s purchase orders

View a vendor’s purchase ordersFilter purchase orders for one vendor.Admin Area → Purchase → Vendors → open vendor → Purchase Orders

View a vendor’s quotations

View a vendor’s quotationsFilter quotations for one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations

View a vendor’s purchase invoices

View a vendor’s purchase invoicesFilter purchase invoices for one vendor.Admin Area → Purchase → Vendors → open vendor → Invoices

View a vendor’s debit notes

View a vendor’s debit notesFilter debit notes for one vendor.Admin Area → Purchase → Vendors → open vendor → Debit Notes

Open connected topic →

Open the vendor portal

Open the vendor portalUse the configured vendor-facing landing page.Vendor Portal → Home

Register a vendor through the public portal

Register a vendor through the public portalSubmit the public vendor registration form when registration is enabled.Vendor Portal → Register

Sign in to the vendor portal

Sign in to the vendor portalAuthenticate with an active vendor contact account.Vendor Portal → Login

Reset a vendor-portal password

Reset a vendor-portal passwordRequest and complete the vendor password-reset flow.Vendor Portal → Forgot Password / Reset Password

Sign out of the vendor portal

Sign out of the vendor portalEnd the authenticated vendor session.Vendor Portal → Logout

Review vendor portal terms and conditions

Review vendor portal terms and conditionsOpen the portal terms page.Vendor Portal → Terms and Conditions

Update the vendor portal profile

Update the vendor portal profileEdit the signed-in contact profile.Vendor Portal → Profile

Update vendor company details in the portal

Update vendor company details in the portalEdit company, billing, shipping and return-policy data exposed by the portal.Vendor Portal → Company

Remove the vendor profile image

Remove the vendor profile imageDelete the current portal profile image.Vendor Portal → Profile → Remove image

Change the vendor portal language

Change the vendor portal languageSwitch to an available CRM language.Vendor Portal → Language

View vendor portal purchase orders

View vendor portal purchase ordersReview orders visible under the configured status filter.Vendor Portal → Purchase Orders

Open a vendor portal purchase order

Open a vendor portal purchase orderReview order lines, delivery and files using the authorised ID/hash flow.Vendor Portal → Purchase Orders → open order

Confirm a purchase order in the vendor portal

Confirm a purchase order in the vendor portalRecord vendor confirmation for an order.Vendor Portal → Purchase Orders → open order → Confirm

Update purchase-order delivery status in the vendor portal

Update purchase-order delivery status in the vendor portalSet a supported delivery state.Vendor Portal → Purchase Orders → open order → Delivery Status

Update a purchase-order delivery date in the vendor portal

Update a purchase-order delivery date in the vendor portalSave the vendor-provided delivery date.Vendor Portal → Purchase Orders → open order → Delivery Date

Upload a purchase-order file in the vendor portal

Upload a purchase-order file in the vendor portalAttach a supported file to an order.Vendor Portal → Purchase Orders → open order → Files → Upload

Delete a purchase-order file in the vendor portal

Delete a purchase-order file in the vendor portalRemove an authorised portal-uploaded order file.Vendor Portal → Purchase Orders → open order → Files → Delete

View vendor portal contracts

View vendor portal contractsReview contracts linked to the signed-in vendor.Vendor Portal → Contracts

Open a vendor contract in the portal

Open a vendor contract in the portalView contract content, status and files.Vendor Portal → Contracts → open contract

View vendor portal items

View vendor portal itemsReview vendor item mappings.Vendor Portal → Items

Add or edit a vendor item in the portal

Add or edit a vendor item in the portalMaintain a vendor item when the portal flow permits it.Vendor Portal → Items → New/Edit

Share a vendor item

Share a vendor itemUse the item share action exposed to the vendor.Vendor Portal → Items → open item → Share

Delete a vendor item from the portal

Delete a vendor item from the portalRemove a vendor-item mapping through the supported portal action.Vendor Portal → Items → Delete

View vendor portal quotations

View vendor portal quotationsReview quotations for the signed-in vendor.Vendor Portal → Quotations

Create or edit a quotation in the vendor portal

Create or edit a quotation in the vendor portalSubmit quotation data when vendor quotation management is enabled.Vendor Portal → Quotations → New/Edit

Open a quotation in the vendor portal

Open a quotation in the vendor portalReview quotation lines, status, files and signature controls.Vendor Portal → Quotations → open quotation

Upload a quotation file in the vendor portal

Upload a quotation file in the vendor portalAttach a supported file to a quotation.Vendor Portal → Quotations → open quotation → Upload

Delete a quotation file in the vendor portal

Delete a quotation file in the vendor portalRemove a portal quotation attachment.Vendor Portal → Quotations → open quotation → Delete file

View vendor portal purchase requests

View vendor portal purchase requestsReview shared/authorised purchase requests.Vendor Portal → Purchase Request

Open a shared purchase request in the vendor portal

Open a shared purchase request in the vendor portalUse the ID/hash route supplied for shared requests.Vendor Portal → Purchase Request → open request

Upload a purchase-request file in the vendor portal

Upload a purchase-request file in the vendor portalAttach a file using the authorised request hash.Vendor Portal → Purchase Request → open request → Upload

Delete a purchase-request file in the vendor portal

Delete a purchase-request file in the vendor portalRemove an authorised request file.Vendor Portal → Purchase Request → open request → Delete file

View vendor portal purchase invoices

View vendor portal purchase invoicesReview vendor invoices.Vendor Portal → Invoices

Create or edit a purchase invoice in the vendor portal

Create or edit a purchase invoice in the vendor portalMaintain an invoice when vendor invoice management is enabled.Vendor Portal → Invoices → New/Edit

Open a purchase invoice in the vendor portal

Open a purchase invoice in the vendor portalReview invoice details, payment state and files.Vendor Portal → Invoices → open invoice

Delete a purchase invoice in the vendor portal

Delete a purchase invoice in the vendor portalRemove an invoice through the portal action when enabled and authorised.Vendor Portal → Invoices → Delete

Delete a purchase-invoice file in the vendor portal

Delete a purchase-invoice file in the vendor portalRemove an invoice attachment through the portal route.Vendor Portal → Invoices → open invoice → Delete file

View vendor portal payments

View vendor portal paymentsReview recorded purchase payments.Vendor Portal → Payments

View vendor portal order returns

View vendor portal order returnsReview returns linked to the signed-in vendor.Vendor Portal → Order Returns

Open an order return in the vendor portal

Open an order return in the vendor portalReview return lines, status and refund information.Vendor Portal → Order Returns → open return

Update an order-return status in the vendor portal

Update an order-return status in the vendor portalSet the supported vendor-facing return state.Vendor Portal → Order Returns → open return → Status

Download an authorised vendor-portal file

Download an authorised vendor-portal fileUse the folder indicator and attachment ID route exposed by the portal.Vendor Portal → relevant record → Download file

Troubleshoot vendor portal access

Troubleshoot vendor portal accessCheck activation, vendor/contact status, credentials, visible statuses and permission options.Vendor Portal → Login and Admin Area → Purchase → Settings

Open connected topic →

Create a purchase item

Create a purchase itemAdd an item master that can be purchased.Admin Area → Purchase → Items → New Item

Edit a purchase item

Edit a purchase itemUpdate item code, description, group, unit, price, tax and purchase eligibility.Admin Area → Purchase → Items → open item → Edit

Delete a purchase item

Delete a purchase itemRemove an item through the supported action after checking linked purchase records.Admin Area → Purchase → Items → Delete

View purchase item details

View purchase item detailsReview the item record and attachments.Admin Area → Purchase → Items → open item

Generate or review a commodity barcode

Generate or review a commodity barcodeUse the module barcode/code action for the item.Admin Area → Purchase → Items → item form → Barcode

Upload a purchase item attachment

Upload a purchase item attachmentAttach a file to an item.Admin Area → Purchase → Items → open item → Files → Upload

Download a purchase item attachment

Download a purchase item attachmentOpen an authorised item file.Admin Area → Purchase → Items → open item → Files → Download

Delete a purchase item attachment

Delete a purchase item attachmentRemove an item attachment.Admin Area → Purchase → Items → open item → Files → Delete

Import purchase items from spreadsheet

Import purchase items from spreadsheetCreate item masters from the supported XLSX import.Admin Area → Purchase → Items → Import Excel

Review purchase-item import validation errors

Review purchase-item import validation errorsCorrect rejected item rows using the import result/error file.Admin Area → Purchase → Items → Import results

Run a bulk action on purchase items

Run a bulk action on purchase itemsUse the supplied bulk-delete/action workflow on selected rows.Admin Area → Purchase → Items → Bulk Actions

Create a purchase unit

Create a purchase unitAdd a unit type used by purchase items.Admin Area → Purchase → Settings → Units

Edit a purchase unit

Edit a purchase unitUpdate a unit type.Admin Area → Purchase → Settings → Units

Delete a purchase unit

Delete a purchase unitRemove an unused unit type.Admin Area → Purchase → Settings → Units

Create a commodity group

Create a commodity groupAdd a top-level purchase item group.Admin Area → Purchase → Settings → Commodity Group

Edit a commodity group

Edit a commodity groupUpdate a commodity group.Admin Area → Purchase → Settings → Commodity Group

Delete a commodity group

Delete a commodity groupRemove an unused group.Admin Area → Purchase → Settings → Commodity Group

Create a commodity subgroup

Create a commodity subgroupAdd a subgroup linked to a commodity group.Admin Area → Purchase → Settings → Sub Group

Edit a commodity subgroup

Edit a commodity subgroupUpdate subgroup information.Admin Area → Purchase → Settings → Sub Group

Delete a commodity subgroup

Delete a commodity subgroupRemove an unused subgroup.Admin Area → Purchase → Settings → Sub Group

Load subgroups for a selected group

Load subgroups for a selected groupUse the dependent subgroup selector in purchase forms.Admin Area → Purchase → item or settings form → select group

Create vendor-item mappings

Create vendor-item mappingsAssign selected purchase items to one or more vendors.Admin Area → Purchase → Vendor Items → New Vendor Items

Filter vendor-item mappings

Filter vendor-item mappingsFilter by vendor or item group.Admin Area → Purchase → Vendor Items

Edit vendor-item mappings

Edit vendor-item mappingsChange the vendor, group or selected items.Admin Area → Purchase → Vendor Items → open mapping

Delete a vendor-item mapping

Delete a vendor-item mappingRemove one mapping.Admin Area → Purchase → Vendor Items → Delete

Bulk-delete vendor-item mappings

Bulk-delete vendor-item mappingsSelect mappings and use the mass-delete action.Admin Area → Purchase → Vendor Items → Bulk Actions

Share vendor items

Share vendor itemsUse the supported item-sharing action.Admin Area → Purchase → Vendor Items → open mapping → Share

Search purchase items for a document line

Search purchase items for a document lineUse the module item-search endpoint from a request, quotation, order or invoice form.Admin Area → Purchase → open transaction form → Item selector

Filter document items by vendor

Filter document items by vendorUse vendor-item filtering when item_by_vendor is enabled.Admin Area → Purchase → open transaction form → select vendor → Item selector

Load a purchase item with a currency rate

Load a purchase item with a currency rateSelect an item and apply the document currency conversion value.Admin Area → Purchase → open transaction form → select item

Open connected topic →

Create a purchase request

Create a purchase requestCreate an internal requisition with requester, department/project, items, currency, totals and vendors.Admin Area → Purchase → Purchase Request → New

Edit a purchase request

Edit a purchase requestUpdate a request while its status and permission allow editing.Admin Area → Purchase → Purchase Request → open request → Edit

View a purchase request

View a purchase requestReview request header, lines, approval, files, quotes, signatures and totals.Admin Area → Purchase → Purchase Request → open request

Delete a purchase request

Delete a purchase requestRemove a request through the supported action after checking quotations and orders.Admin Area → Purchase → Purchase Request → Delete

Change a purchase-request status

Change a purchase-request statusUse the dedicated status action and capability.Admin Area → Purchase → Purchase Request → open request → Status

Enter the purchase-request code and name

Enter the purchase-request code and nameSet pur_rq_code and pur_rq_name according to numbering/edit settings.Admin Area → Purchase → Purchase Request → New/Edit

Choose purchase-request currency and rate

Choose purchase-request currency and rateSelect currency and confirm the currency_rate used for line calculations.Admin Area → Purchase → Purchase Request → New/Edit

Link a purchase request to a project

Link a purchase request to a projectSelect the related CRM project when applicable.Admin Area → Purchase → Purchase Request → New/Edit → Project

Link a purchase request to a sales estimate

Link a purchase request to a sales estimateSelect a related sales estimate.Admin Area → Purchase → Purchase Request → New/Edit → Sales Estimate

Link a purchase request to a sales invoice

Link a purchase request to a sales invoiceSelect a related sales invoice.Admin Area → Purchase → Purchase Request → New/Edit → Sales Invoice

Choose purchase-request type, department and requester

Choose purchase-request type, department and requesterSet the operational classification and owner.Admin Area → Purchase → Purchase Request → New/Edit

Add items to a purchase request

Add items to a purchase requestSearch purchase items and enter quantity, rate, tax and discount lines.Admin Area → Purchase → Purchase Request → New/Edit → Items

Select vendors for a purchase request

Select vendors for a purchase requestChoose vendors that may receive the shared request or quotation request.Admin Area → Purchase → Purchase Request → New/Edit → Send to Vendors

Upload a purchase-request attachment

Upload a purchase-request attachmentAttach a supporting file.Admin Area → Purchase → Purchase Request → open request → Files → Upload

Download a purchase-request attachment

Download a purchase-request attachmentOpen an authorised request file.Admin Area → Purchase → Purchase Request → open request → Files → Download

Delete a purchase-request attachment

Delete a purchase-request attachmentRemove a request file.Admin Area → Purchase → Purchase Request → open request → Files → Delete

Copy a purchase request

Copy a purchase requestCreate a new request using copied source data.Admin Area → Purchase → Purchase Request → open request → Copy

Copy a purchase request into a purchase order

Copy a purchase request into a purchase orderUse the supported conversion/copy flow and choose a vendor where prompted.Admin Area → Purchase → Purchase Request → open request → Convert/Copy to Purchase Order

Request vendor quotations from a purchase request

Request vendor quotations from a purchase requestSend the request-for-quotation email/public flow to selected vendors.Admin Area → Purchase → Purchase Request → open request → Request Quotation

Share a purchase request with vendors

Share a purchase request with vendorsGenerate/use the vendor share flow and recipients.Admin Area → Purchase → Purchase Request → open request → Share Request

Copy the public purchase-request link

Copy the public purchase-request linkObtain the supported external link for an authorised request.Admin Area → Purchase → Purchase Request → open request → Copy Public Link

Generate a purchase-request PDF

Generate a purchase-request PDFCreate the module PDF for the request.Admin Area → Purchase → Purchase Request → open request → PDF

Compare quotations for a purchase request

Compare quotations for a purchase requestOpen the quotation comparison workspace and compare vendor totals/lines.Admin Area → Purchase → Purchase Request → open request → Compare Quotes

Generate the quotation-comparison PDF

Generate the quotation-comparison PDFExport the comparison output.Admin Area → Purchase → Purchase Request → Compare Quotes → PDF

Sign a purchase-request approval

Sign a purchase-request approvalUse a drawn or uploaded signature according to settings and the approval view.Admin Area → Purchase → Purchase Request → open request → Approval/Sign

Review purchase-request approval information

Review purchase-request approval informationRead approvers, decisions, reasons and signature evidence.Admin Area → Purchase → Purchase Request → open request → Approval

Filter the purchase-request table

Filter the purchase-request tableUse department and status/list filters.Admin Area → Purchase → Purchase Request

View project-linked purchase requests

View project-linked purchase requestsUse the Purchase Request tab added to a CRM project.Admin Area → Projects → open project → Purchase Requests

Troubleshoot purchase-request validation

Troubleshoot purchase-request validationResolve missing department/requester, invalid items, numbering, totals, permissions or approval state.Admin Area → Purchase → Purchase Request → New/Edit

Open connected topic →

Create a purchase quotation

Create a purchase quotationCreate a vendor quotation with dates, currency, lines, totals and linked request.Admin Area → Purchase → Quotations → New Quotation

Edit a purchase quotation

Edit a purchase quotationUpdate an editable quotation.Admin Area → Purchase → Quotations → open quotation → Edit

View a purchase quotation

View a purchase quotationReview quotation totals, status, files, comments, signatures and related request.Admin Area → Purchase → Quotations → open quotation

Delete a purchase quotation

Delete a purchase quotationRemove a quotation through the supported action.Admin Area → Purchase → Quotations → Delete

Validate a purchase-quotation number

Validate a purchase-quotation numberResolve duplicate or invalid quotation numbering before save.Admin Area → Purchase → Quotations → New/Edit → Number

Choose a vendor for a quotation

Choose a vendor for a quotationSelect the vendor and load vendor/currency/item context.Admin Area → Purchase → Quotations → New/Edit → Vendor

Copy purchase-request lines into a quotation

Copy purchase-request lines into a quotationPopulate quotation lines from a selected request.Admin Area → Purchase → Quotations → New/Edit → Purchase Request

Copy an existing quotation

Copy an existing quotationCreate a new quotation using an existing quotation’s data.Admin Area → Purchase → Quotations → open quotation → Copy

Add quotation line items

Add quotation line itemsEnter item, quantity, rate, tax and discount information.Admin Area → Purchase → Quotations → New/Edit → Items

Change quotation tax values

Change quotation tax valuesRecalculate a line when its tax selection changes.Admin Area → Purchase → Quotations → New/Edit → Tax

Upload a quotation attachment

Upload a quotation attachmentAttach vendor evidence to a quotation.Admin Area → Purchase → Quotations → open quotation → Files → Upload

Download a quotation attachment

Download a quotation attachmentOpen an authorised quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Download

Delete a quotation attachment

Delete a quotation attachmentRemove a quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Delete

Send a purchase quotation

Send a purchase quotationEmail the quotation using selected recipients and PDF option.Admin Area → Purchase → Quotations → open quotation → Send

Generate a purchase-quotation PDF

Generate a purchase-quotation PDFRender the quotation PDF.Admin Area → Purchase → Quotations → open quotation → PDF

Change a purchase-quotation status

Change a purchase-quotation statusUse the dedicated quotation status capability.Admin Area → Purchase → Quotations → open quotation → Status

Approve a quotation and trigger automatic purchase-order creation

Approve a quotation and trigger automatic purchase-order creationComplete approval and verify the optional order automation when enabled.Admin Area → Purchase → Quotations → open quotation → Approve

Sign a purchase quotation

Sign a purchase quotationCapture a drawn or uploaded signature.Admin Area → Purchase → Quotations → open quotation → Sign

Add comments to a quotation

Add comments to a quotationRecord discussion on the quotation preview.Admin Area → Purchase → Quotations → open quotation → Comments

Edit or remove a quotation comment

Edit or remove a quotation commentMaintain a comment using the supported comment actions.Admin Area → Purchase → Quotations → open quotation → Comments

Filter the purchase-quotation table

Filter the purchase-quotation tableUse list filters and vendor context.Admin Area → Purchase → Quotations

View a vendor’s quotation list

View a vendor’s quotation listOpen quotations filtered to one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations

Troubleshoot quotation-to-order conversion

Troubleshoot quotation-to-order conversionCheck approval status, automation setting, vendor, lines and permissions when no PO is created.Admin Area → Purchase → Quotations → open quotation

Open connected topic →

Create a purchase order

Create a purchase orderCreate a vendor commitment from scratch or linked request/quotation.Admin Area → Purchase → Purchase Order → New

Edit a purchase order

Edit a purchase orderUpdate an order while its status and capability allow.Admin Area → Purchase → Purchase Order → open order → Edit

View a purchase order

View a purchase orderReview commercial lines, approval, delivery, payments, files and linked records.Admin Area → Purchase → Purchase Order → open order

Delete a purchase order

Delete a purchase orderRemove an order through the supported action after reviewing payments and delivery.Admin Area → Purchase → Purchase Order → Delete

Enter the purchase-order name and number

Enter the purchase-order name and numberSet pur_order_name and pur_order_number according to numbering options.Admin Area → Purchase → Purchase Order → New/Edit

Choose a purchase-order vendor

Choose a purchase-order vendorSelect the vendor and load vendor-specific items/context.Admin Area → Purchase → Purchase Order → New/Edit → Vendor

Create a purchase order from a purchase request

Create a purchase order from a purchase requestCopy request header/lines and select the vendor.Admin Area → Purchase → Purchase Request → open request → Convert/Copy to Purchase Order

Create a purchase order from a quotation

Create a purchase order from a quotationCopy approved quotation values into an order.Admin Area → Purchase → Quotations → open quotation → Create/Copy Purchase Order

Link a purchase order to a department and project

Link a purchase order to a department and projectSelect operational ownership and satisfy required-project settings.Admin Area → Purchase → Purchase Order → New/Edit

Set purchase-order type and buyer

Set purchase-order type and buyerChoose the order type and responsible buyer.Admin Area → Purchase → Purchase Order → New/Edit

Link purchase orders to clients and sales invoices

Link purchase orders to clients and sales invoicesSelect related client(s) and sales invoice(s) where the form exposes them.Admin Area → Purchase → Purchase Order → New/Edit

Choose purchase-order currency and rate

Choose purchase-order currency and rateSet currency and confirm conversion rate.Admin Area → Purchase → Purchase Order → New/Edit

Add purchase-order line items

Add purchase-order line itemsEnter item, quantity, price, tax and discount.Admin Area → Purchase → Purchase Order → New/Edit → Items

Set purchase-order discount type and value

Set purchase-order discount type and valueApply the supported discount calculation.Admin Area → Purchase → Purchase Order → New/Edit → Discount

Set purchase-order shipping fee

Set purchase-order shipping feeAdd shipping cost to the order total.Admin Area → Purchase → Purchase Order → New/Edit → Shipping Fee

Set purchase-order shipping address

Set purchase-order shipping addressEnter address, city, state, postal code and country.Admin Area → Purchase → Purchase Order → New/Edit → Shipping

Set purchase-order Incoterm and days owed

Set purchase-order Incoterm and days owedStore delivery/payment commercial terms.Admin Area → Purchase → Purchase Order → New/Edit

Set purchase-order vendor note and terms

Set purchase-order vendor note and termsEnter document notes and terms, subject to PDF display settings.Admin Area → Purchase → Purchase Order → New/Edit

Add tags to a purchase order

Add tags to a purchase orderApply CRM tags for filtering/context.Admin Area → Purchase → Purchase Order → New/Edit → Tags

Change a purchase-order approval status

Change a purchase-order approval statusUse the dedicated order status capability.Admin Area → Purchase → Purchase Order → open order → Status

Request purchase-order approval

Request purchase-order approvalSubmit the order to its configured approval route.Admin Area → Purchase → Purchase Order → open order → Request Approval

Approve or reject a purchase order

Approve or reject a purchase orderRecord the approval decision and required evidence.Admin Area → Purchase → Purchase Order → open order → Approve/Reject

Mark a purchase order with an operational status

Mark a purchase order with an operational statusUse the supported mark_pur_order_as action.Admin Area → Purchase → Purchase Order → open order → Mark As

Change purchase-order delivery status

Change purchase-order delivery statusSelect Undelivered, Pending delivered, Partially delivered or Completely delivered as supported.Admin Area → Purchase → Purchase Order → open order → Delivery Status

Change purchase-order delivery date

Change purchase-order delivery dateRecord the expected or actual delivery date.Admin Area → Purchase → Purchase Order → open order → Delivery Date

Upload a purchase-order attachment

Upload a purchase-order attachmentAttach a file to the order.Admin Area → Purchase → Purchase Order → open order → Files → Upload

Download a purchase-order attachment

Download a purchase-order attachmentOpen an authorised order file.Admin Area → Purchase → Purchase Order → open order → Files → Download

Delete a purchase-order attachment

Delete a purchase-order attachmentRemove an order file.Admin Area → Purchase → Purchase Order → open order → Files → Delete

Generate a purchase-order PDF

Generate a purchase-order PDFRender the configured PO PDF template.Admin Area → Purchase → Purchase Order → open order → PDF

Send a purchase order to a vendor

Send a purchase order to a vendorEmail the order with configured recipients/attachment.Admin Area → Purchase → Purchase Order → open order → Send

Copy a public purchase-order link

Copy a public purchase-order linkObtain the supported public/share link where exposed.Admin Area → Purchase → Purchase Order → open order → Copy Public Link

Add a payment to a purchase order

Add a payment to a purchase orderRecord a PO payment.Admin Area → Purchase → Purchase Order → open order → Payments → Add

Delete a purchase-order payment

Delete a purchase-order paymentRemove a recorded PO payment through the supported action.Admin Area → Purchase → Purchase Order → open order → Payments → Delete

Convert a purchase-order payment

Convert a purchase-order paymentUse the supplied PO payment conversion action.Admin Area → Purchase → Purchase Order → open order → Convert Payment

Add a PO payment linked to a purchase invoice

Add a PO payment linked to a purchase invoiceRecord payment with the linked invoice flow.Admin Area → Purchase → Purchase Order → open order → Payments

Refresh purchase-order totals

Refresh purchase-order totalsRecalculate stored order value using the supplied refresh action.Admin Area → Purchase → Purchase Order → open order → Refresh Value

Use the purchase-order value repair action

Use the purchase-order value repair actionRun refresh_order_value_fix only for the intended repair case.Admin Area → Purchase → Purchase Order → maintenance/repair action

View project-linked purchase orders

View project-linked purchase ordersUse the Purchase Orders tab added to a CRM project.Admin Area → Projects → open project → Purchase Orders

View purchase orders on the Purchase dashboard

View purchase orders on the Purchase dashboardRead the dashboard PO table.Admin Area → Purchase

Filter the purchase-order table

Filter the purchase-order tableUse vendor, status and related list filters.Admin Area → Purchase → Purchase Order

Troubleshoot purchase-order total or delivery mismatches

Troubleshoot purchase-order total or delivery mismatchesReview lines, rates, tax, discount, shipping, status, payments and refresh actions.Admin Area → Purchase → Purchase Order → open order

Open connected topic →

Create a FAF request

Create a FAF requestCreate a Financial Approval Form request with requester, department, details and lines.Admin Area → Purchase → FAF Request → New

Edit a FAF request

Edit a FAF requestUpdate an editable FAF request.Admin Area → Purchase → FAF Request → open request → Edit

View a FAF request

View a FAF requestReview header, values, approval, notes, files and signature.Admin Area → Purchase → FAF Request → open request

Delete a FAF request

Delete a FAF requestRemove a FAF request through the supported action.Admin Area → Purchase → FAF Request → Delete

Choose the FAF requester by department

Choose the FAF requester by departmentLoad/select requestors after choosing a department.Admin Area → Purchase → FAF Request → New/Edit → Department/Requester

Add sales notes to a FAF request

Add sales notes to a FAF requestUse the sales-notes area on the FAF detail screen.Admin Area → Purchase → FAF Request → open request → Notes

Add a FAF note

Add a FAF noteRecord an internal note against the request.Admin Area → Purchase → FAF Request → open request → Notes → Add

Upload a FAF attachment

Upload a FAF attachmentAttach supporting evidence.Admin Area → Purchase → FAF Request → open request → Files → Upload

Download a FAF attachment

Download a FAF attachmentOpen an authorised FAF file.Admin Area → Purchase → FAF Request → open request → Files → Download

Delete a FAF attachment

Delete a FAF attachmentRemove a FAF file.Admin Area → Purchase → FAF Request → open request → Files → Delete

Request FAF approval

Request FAF approvalSubmit the form to its configured approval route.Admin Area → Purchase → FAF Request → open request → Request Approval

Approve or reject a FAF request

Approve or reject a FAF requestRecord the decision through the supported status action.Admin Area → Purchase → FAF Request → open request → Approve/Reject

Change a FAF request status

Change a FAF request statusUse the dedicated FAF status action.Admin Area → Purchase → FAF Request → open request → Status

Upload a requestor FAF signature

Upload a requestor FAF signatureStore the requestor signature attachment.Admin Area → Purchase → FAF Request → open request → Requestor Signature

Generate a FAF PDF

Generate a FAF PDFRender the Financial Approval Form PDF.Admin Area → Purchase → FAF Request → open request → PDF

Filter the FAF request table

Filter the FAF request tableUse list/status filters.Admin Area → Purchase → FAF Request

Troubleshoot FAF approval or signature

Troubleshoot FAF approval or signatureCheck permissions, approval setup, form approvers, requester and uploaded signature option.Admin Area → Purchase → FAF Request → open request

Open connected topic →

Create a purchase order return

Create a purchase order returnCreate a purchasing return order from an eligible source.Admin Area → Purchase → Order Returns → New

Edit an order return

Edit an order returnUpdate an editable return.Admin Area → Purchase → Order Returns → open return → Edit

View an order return

View an order returnReview source, items, status, approval, files, activity and refunds.Admin Area → Purchase → Order Returns → open return

Delete an order return

Delete an order returnRemove a return through the supported action.Admin Area → Purchase → Order Returns → Delete

Choose the order-return type and source

Choose the order-return type and sourceSelect return type, related record and vendor.Admin Area → Purchase → Order Returns → New/Edit

Load items for an order return

Load items for an order returnPopulate eligible source lines for full or partial return.Admin Area → Purchase → Order Returns → New/Edit → Source/Items

Choose a warehouse for a return

Choose a warehouse for a returnUse the warehouse modal when the optional Warehouse integration is active.Admin Area → Purchase → Order Returns → open return → Select Warehouse

Record a return reason and quantities

Record a return reason and quantitiesEnter the supported item quantities and reason.Admin Area → Purchase → Order Returns → New/Edit

Request approval for an order return

Request approval for an order returnSubmit the return to its approval route.Admin Area → Purchase → Order Returns → open return → Request Approval

Approve or reject an order return

Approve or reject an order returnRecord the authorised return decision.Admin Area → Purchase → Order Returns → open return → Approve/Reject

Run the pre-approval return check

Run the pre-approval return checkUse the supplied validation before approval.Admin Area → Purchase → Order Returns → open return → approval action

Change an order-return status

Change an order-return statusSelect a supported state.Admin Area → Purchase → Order Returns → open return → Status

Understand order-return statuses

Understand order-return statusesInterpret Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.Admin Area → Purchase → Order Returns

Add an order-return activity entry

Add an order-return activity entryRecord module activity for the return.Admin Area → Purchase → Order Returns → open return → Activity

Delete an order-return activity entry

Delete an order-return activity entryRemove an activity-log row through the supported action.Admin Area → Purchase → Order Returns → open return → Activity → Delete

Generate an order-return PDF

Generate an order-return PDFRender the return PDF.Admin Area → Purchase → Order Returns → open return → PDF

Create an order-return refund

Create an order-return refundRecord a refund against a return.Admin Area → Purchase → Order Returns → open return → Refunds → New

Edit an order-return refund

Edit an order-return refundUpdate a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Edit

Delete an order-return refund

Delete an order-return refundRemove a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Delete

Filter the order-return register

Filter the order-return registerUse return status and list filters.Admin Area → Purchase → Order Returns

Troubleshoot order-return approval or refund

Troubleshoot order-return approval or refundCheck source eligibility, items, quantities, approval state, permissions and recorded amounts.Admin Area → Purchase → Order Returns → open return

Open connected topic →

Create a purchase contract

Create a purchase contractCreate a vendor agreement linked to purchasing and optional CRM records.Admin Area → Purchase → Contracts → New Contract

Edit a purchase contract

Edit a purchase contractUpdate an editable vendor contract.Admin Area → Purchase → Contracts → open contract → Edit

View a purchase contract

View a purchase contractReview contract content, commercial terms, signature, files, comments, notes, tasks and reminders.Admin Area → Purchase → Contracts → open contract

Delete a purchase contract

Delete a purchase contractRemove a contract through the supported action after reviewing evidence and links.Admin Area → Purchase → Contracts → Delete

Validate a purchase-contract number

Validate a purchase-contract numberResolve duplicate or invalid contract numbering.Admin Area → Purchase → Contracts → New/Edit → Contract Number

Set purchase-contract identity and service category

Set purchase-contract identity and service categoryEnter contract name and service category.Admin Area → Purchase → Contracts → New/Edit

Link a purchase contract to a vendor

Link a purchase contract to a vendorChoose the contracting vendor.Admin Area → Purchase → Contracts → New/Edit → Vendor

Link a purchase contract to a purchase order

Link a purchase contract to a purchase orderChoose the related purchase order.Admin Area → Purchase → Contracts → New/Edit → Purchase Order

Link a purchase contract to a project and department

Link a purchase contract to a project and departmentSelect the CRM project and department.Admin Area → Purchase → Contracts → New/Edit

Set contract payment terms, amount and cycle

Set contract payment terms, amount and cycleEnter payment terms, payment amount and payment cycle.Admin Area → Purchase → Contracts → New/Edit

Set the purchase-contract value

Set the purchase-contract valueEnter the total contract value.Admin Area → Purchase → Contracts → New/Edit

Set contract signer and email

Set contract signer and emailChoose/enter signer information required by send/sign flows.Admin Area → Purchase → Contracts → New/Edit

Write purchase-contract description and content

Write purchase-contract description and contentUse the contract editor and description fields.Admin Area → Purchase → Contracts → New/Edit

Set the contract signed status

Set the contract signed statusRecord the supported signed-status value.Admin Area → Purchase → Contracts → open contract → Signed Status

Create a purchase contract template

Create a purchase contract templateSave reusable contract content.Admin Area → Purchase → Contracts → Templates → New

Edit a purchase contract template

Edit a purchase contract templateUpdate template name or content.Admin Area → Purchase → Contracts → Templates → Edit

Delete a purchase contract template

Delete a purchase contract templateRemove an unused template.Admin Area → Purchase → Contracts → Templates → Delete

Apply a template to a purchase contract

Apply a template to a purchase contractInsert reusable content in the contract editor.Admin Area → Purchase → Contracts → New/Edit → Templates

Upload a purchase-contract attachment

Upload a purchase-contract attachmentAttach a file to a contract.Admin Area → Purchase → Contracts → open contract → Files → Upload

Download a purchase-contract attachment

Download a purchase-contract attachmentOpen an authorised contract file.Admin Area → Purchase → Contracts → open contract → Files → Download

Delete a purchase-contract attachment

Delete a purchase-contract attachmentRemove a contract file.Admin Area → Purchase → Contracts → open contract → Files → Delete

Add a purchase-contract comment

Add a purchase-contract commentRecord discussion on the contract.Admin Area → Purchase → Contracts → open contract → Comments

Edit or remove a purchase-contract comment

Edit or remove a purchase-contract commentMaintain existing discussion through the supplied comment actions.Admin Area → Purchase → Contracts → open contract → Comments

Add a purchase-contract note

Add a purchase-contract noteRecord an internal note.Admin Area → Purchase → Contracts → open contract → Notes → Add

Create a task from a purchase contract

Create a task from a purchase contractUse the CRM task relation exposed by the contract view.Admin Area → Purchase → Contracts → open contract → Tasks → New

Create a reminder for a purchase contract

Create a reminder for a purchase contractUse the CRM reminder tab.Admin Area → Purchase → Contracts → open contract → Reminders → New

Generate a purchase-contract PDF

Generate a purchase-contract PDFRender the contract PDF.Admin Area → Purchase → Contracts → open contract → PDF

Send a purchase contract by email

Send a purchase contract by emailChoose recipients and optional PDF attachment.Admin Area → Purchase → Contracts → open contract → Send Contract

Sign a purchase contract

Sign a purchase contractCapture the supported signature and update evidence.Admin Area → Purchase → Contracts → open contract → Sign

Clear a purchase-contract signature

Clear a purchase-contract signatureRemove the stored signature through the supported clear action.Admin Area → Purchase → Contracts → open contract → Clear Signature

Use SMS when a vendor signs a contract

Use SMS when a vendor signs a contractVerify the optional SMS notification after signature.Admin Area → Purchase → Contracts → vendor signs; Purchase Options → SMS

Filter purchase contracts

Filter purchase contractsFilter by vendor, department, project and purchase order.Admin Area → Purchase → Contracts

View project-linked purchase contracts

View project-linked purchase contractsUse the Purchase Contracts tab on a CRM project.Admin Area → Projects → open project → Purchase Contracts

Troubleshoot purchase-contract email or signing

Troubleshoot purchase-contract email or signingCheck signer/email, SMTP, SMS option, files, permissions and current signed state.Admin Area → Purchase → Contracts → open contract

Open connected topic →

Create a purchase invoice

Create a purchase invoiceCreate a vendor invoice with source links, lines, tax, totals and due/payment information.Admin Area → Purchase → Invoices → New Invoice

Edit a purchase invoice

Edit a purchase invoiceUpdate an editable vendor invoice.Admin Area → Purchase → Invoices → open invoice → Edit

View a purchase invoice

View a purchase invoiceReview lines, status, payments, notes, files and linked records.Admin Area → Purchase → Invoices → open invoice

Delete a purchase invoice

Delete a purchase invoiceRemove an invoice through the supported action after reviewing payments/debits.Admin Area → Purchase → Invoices → Delete

Choose a vendor for a purchase invoice

Choose a vendor for a purchase invoiceSelect the vendor and load linked contract/order context.Admin Area → Purchase → Invoices → New/Edit → Vendor

Link a purchase invoice to a contract

Link a purchase invoice to a contractSelect the related vendor contract.Admin Area → Purchase → Invoices → New/Edit → Contract

Link a purchase invoice to a purchase order

Link a purchase invoice to a purchase orderSelect the related PO and copy available context.Admin Area → Purchase → Invoices → New/Edit → Purchase Order

Choose purchase-invoice currency and rate

Choose purchase-invoice currency and rateSet currency/rate before confirming lines and totals.Admin Area → Purchase → Invoices → New/Edit

Add purchase-invoice line items

Add purchase-invoice line itemsEnter item, quantity, price, tax and discount lines.Admin Area → Purchase → Invoices → New/Edit → Items

Change purchase-invoice tax values

Change purchase-invoice tax valuesRecalculate line tax through the supported selector action.Admin Area → Purchase → Invoices → New/Edit → Tax

Set purchase-invoice dates and expiry

Set purchase-invoice dates and expiryEnter invoice and due/expiry dates used for payment and notification logic.Admin Area → Purchase → Invoices → New/Edit

Change a purchase-invoice status

Change a purchase-invoice statusUse the dedicated invoice status capability.Admin Area → Purchase → Invoices → open invoice → Status

Understand purchase-invoice payment statuses

Understand purchase-invoice payment statusesInterpret Unpaid, Partially paid and Paid.Admin Area → Purchase → Invoices

Add a purchase-invoice payment

Add a purchase-invoice paymentRecord payment amount/mode/date through the invoice payment form.Admin Area → Purchase → Invoices → open invoice → Payments → Add

View a purchase-invoice payment

View a purchase-invoice paymentOpen recorded payment details.Admin Area → Purchase → Invoices → open invoice → Payments

Delete a purchase-invoice payment

Delete a purchase-invoice paymentRemove a payment through the supported action.Admin Area → Purchase → Invoices → open invoice → Payments → Delete

Add purchase-invoice payments in a batch

Add purchase-invoice payments in a batchUse the batch payment modal for selected invoices.Admin Area → Purchase → Invoices → Batch Payment

Refresh payment data after a purchase-invoice change

Refresh payment data after a purchase-invoice changeUse the supplied payment-change calculation path.Admin Area → Purchase → Invoices → open invoice/payment action

Upload a purchase-invoice attachment

Upload a purchase-invoice attachmentAttach supporting evidence.Admin Area → Purchase → Invoices → open invoice → Files → Upload

Download a purchase-invoice attachment

Download a purchase-invoice attachmentOpen an authorised invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Download

Delete a purchase-invoice attachment

Delete a purchase-invoice attachmentRemove an invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Delete

Add a purchase-invoice note

Add a purchase-invoice noteRecord an internal note.Admin Area → Purchase → Invoices → open invoice → Notes → Add

Generate a purchase-invoice PDF

Generate a purchase-invoice PDFRender the module invoice PDF.Admin Area → Purchase → Invoices → open invoice → PDF

Configure recurring purchase invoices

Configure recurring purchase invoicesSet recurrence through the fields exposed by the purchase-invoice form.Admin Area → Purchase → Invoices → New/Edit → Recurring

Run recurring purchase-invoice generation

Run recurring purchase-invoice generationAllow cron to create due recurrence instances.CRM Cron → Purchase recurring invoices

Configure purchase-invoice expiry notifications

Configure purchase-invoice expiry notificationsSet days and recipient staff.Admin Area → Purchase → Settings → Purchase Order Setting

Review a purchase-invoice expiry notification

Review a purchase-invoice expiry notificationVerify the cron-generated notification for an approaching due/expiry date.Admin Area → Notifications / email and Purchase → Invoices

Filter the purchase-invoice table

Filter the purchase-invoice tableUse vendor, payment-status and list filters.Admin Area → Purchase → Invoices

Open the vendor-specific purchase-invoice table

Open the vendor-specific purchase-invoice tableOpen the vendor-specific invoice table.Admin Area → Purchase → Vendors → open vendor → Invoices

Troubleshoot purchase-invoice totals or payments

Troubleshoot purchase-invoice totals or paymentsReview lines, rate, tax, dates, applications, payments, status and permissions.Admin Area → Purchase → Invoices → open invoice

Open connected topic →

Create a purchase debit note

Create a purchase debit noteCreate a vendor debit note with lines and totals.Admin Area → Purchase → Debit Notes → New

Edit a purchase debit note

Edit a purchase debit noteUpdate an editable debit note.Admin Area → Purchase → Debit Notes → open note → Edit

View a purchase debit note

View a purchase debit noteReview status, totals, applications, refunds, files and reminders.Admin Area → Purchase → Debit Notes → open note

Delete a purchase debit note

Delete a purchase debit noteRemove a debit note through the supported action.Admin Area → Purchase → Debit Notes → Delete

Validate a purchase debit-note number

Validate a purchase debit-note numberResolve duplicate or invalid numbering.Admin Area → Purchase → Debit Notes → New/Edit → Number

Choose a vendor for a debit note

Choose a vendor for a debit noteLoad vendor-specific invoice/currency context.Admin Area → Purchase → Debit Notes → New/Edit → Vendor

Add debit-note line items

Add debit-note line itemsEnter items, amounts, tax and totals.Admin Area → Purchase → Debit Notes → New/Edit → Items

Open a purchase debit note

Open a purchase debit noteChange the note to open through the supported action.Admin Area → Purchase → Debit Notes → open note → Mark Open

Void a purchase debit note

Void a purchase debit noteMark the note void rather than deleting it.Admin Area → Purchase → Debit Notes → open note → Mark Void

Apply a debit note to purchase invoices

Apply a debit note to purchase invoicesAllocate available debit value to selected vendor invoices.Admin Area → Purchase → Debit Notes → open note → Apply to Invoices

Remove a debit-note application

Remove a debit-note applicationDelete one applied debit allocation.Admin Area → Purchase → Debit Notes → open note → Applied Invoices → Remove

Apply debits from a purchase invoice

Apply debits from a purchase invoiceOpen available vendor debit notes from the invoice context.Admin Area → Purchase → Invoices → open invoice → Apply Debits

Remove an applied debit from a purchase invoice

Remove an applied debit from a purchase invoiceDelete one invoice-side debit allocation.Admin Area → Purchase → Invoices → open invoice → Applied Debits → Remove

Create a debit-note refund

Create a debit-note refundRecord a refund against the debit note.Admin Area → Purchase → Debit Notes → open note → Refunds → New

Edit a debit-note refund

Edit a debit-note refundUpdate refund amount, mode or note.Admin Area → Purchase → Debit Notes → open note → Refunds → Edit

Delete a debit-note refund

Delete a debit-note refundRemove a refund record.Admin Area → Purchase → Debit Notes → open note → Refunds → Delete

Upload or remove a debit-note attachment

Upload or remove a debit-note attachmentManage supporting files on a debit note.Admin Area → Purchase → Debit Notes → open note → Attachments

Generate a purchase debit-note PDF

Generate a purchase debit-note PDFRender the debit-note PDF.Admin Area → Purchase → Debit Notes → open note → PDF

Send a purchase debit note

Send a purchase debit noteEmail the note and choose whether to attach its PDF.Admin Area → Purchase → Debit Notes → open note → Send

Create a vendor statement

Create a vendor statementGenerate a statement from vendor purchasing records.Admin Area → Purchase → Debit Notes/Invoices → Statement

Generate a vendor statement PDF

Generate a vendor statement PDFRender the statement PDF.Admin Area → Purchase → Statement → PDF

Send a vendor statement

Send a vendor statementEmail the statement to selected recipients.Admin Area → Purchase → Statement → Send

Filter debit notes

Filter debit notesUse vendor/status/list filters.Admin Area → Purchase → Debit Notes

Troubleshoot debit-note applications or refunds

Troubleshoot debit-note applications or refundsCheck available balance, vendor match, invoice status, existing allocations and permissions.Admin Area → Purchase → Debit Notes → open note

Open connected topic →

Open Purchase currency rates

Open Purchase currency ratesReview rates and logs.Admin Area → Purchase → Settings → Currency Rates

Create a purchase currency rate

Create a purchase currency rateAdd a currency/prefix code and rate.Admin Area → Purchase → Settings → Currency Rates → New

Edit a purchase currency rate

Edit a purchase currency rateUpdate a stored rate.Admin Area → Purchase → Settings → Currency Rates → Edit

Delete a purchase currency rate

Delete a purchase currency rateRemove an unused rate.Admin Area → Purchase → Settings → Currency Rates → Delete

Fetch all purchase currency rates online

Fetch all purchase currency rates onlineUse the bulk online retrieval action.Admin Area → Purchase → Settings → Currency Rates → Get All Online

Fetch one purchase currency rate online

Fetch one purchase currency rate onlineRetrieve an online value for one rate.Admin Area → Purchase → Settings → Currency Rates → row action

Update Purchase currency-rate settings

Update Purchase currency-rate settingsSave the module rate-source/configuration options.Admin Area → Purchase → Settings → Currency Rates

Review purchase currency-rate logs

Review purchase currency-rate logsOpen the rate update history table.Admin Area → Purchase → Settings → Currency Rates → Logs

Use a currency rate on a purchase document

Use a currency rate on a purchase documentSelect currency and verify the rate before adding lines.Admin Area → Purchase → request/quotation/order/invoice → Currency

Troubleshoot online currency-rate retrieval

Troubleshoot online currency-rate retrievalCheck network/provider response, currency code and existing settings.Admin Area → Purchase → Settings → Currency Rates

Open connected topic →

Run the imported-goods report

Run the imported-goods reportReview imported item quantities/costs.Admin Area → Purchase → Reports → Import Goods

Run the purchase-order voucher report

Run the purchase-order voucher reportReview voucher-style purchase-order records.Admin Area → Purchase → Reports → PO Voucher

Run the purchase-order report table

Run the purchase-order report tableReview purchase orders for the chosen period/filter.Admin Area → Purchase → Reports → Purchase Order Report

Run the purchase-invoice report

Run the purchase-invoice reportReview vendor invoices and payment status.Admin Area → Purchase → Reports → Purchase Invoice Report

Run purchase-order count analysis

Run purchase-order count analysisChart the number of purchase orders.Admin Area → Purchase → Reports → Number of Purchase Orders

Run purchase-order cost analysis

Run purchase-order cost analysisChart purchase-order value.Admin Area → Purchase → Reports → Cost of Purchase Orders

Run payable and receivable analysis

Run payable and receivable analysisReview purchase payable/receivable output.Admin Area → Purchase → Reports → Payable/Receivable

Run purchase-order statistics by type

Run purchase-order statistics by typeCompare count and cost grouped by PO type.Admin Area → Purchase → Reports → Statistics by Type

Filter Purchase reports by period

Filter Purchase reports by periodChoose month, year, custom date range or report-time option where exposed.Admin Area → Purchase → Reports

Filter Purchase reports by currency

Filter Purchase reports by currencyChoose report currency and reconcile converted values.Admin Area → Purchase → Reports

Filter Purchase invoice reports by payment status

Filter Purchase invoice reports by payment statusSelect Unpaid, Partially paid or Paid.Admin Area → Purchase → Reports → Purchase Invoice Report

Verify Purchase report totals

Verify Purchase report totalsTrace a reported amount/count back to source transactions.Admin Area → Purchase → Reports and source records

Troubleshoot an empty Purchase report

Troubleshoot an empty Purchase reportCheck permission, date range, status, currency and source records.Admin Area → Purchase → Reports

Open connected topic →

Download a Purchase Management file by folder and attachment ID

Download a Purchase Management file by folder and attachment IDUse the authorised module download route from a visible record.Admin Area or Vendor Portal → relevant Purchase record → file download

Change a Purchase file status

Change a Purchase file statusUpdate the stored file status through the supplied action.Admin Area → Purchase → relevant record → Files → Status

Add a general Purchase note

Add a general Purchase noteCreate a note against a supported purchase record.Admin Area → Purchase → open record → Notes → Add

Review purchase-order notes

Review purchase-order notesOpen notes linked to an order.Admin Area → Purchase → Purchase Order → open order → Notes

Review purchase-contract notes

Review purchase-contract notesOpen notes linked to a contract.Admin Area → Purchase → Contracts → open contract → Notes

Review purchase-invoice notes

Review purchase-invoice notesOpen notes linked to an invoice.Admin Area → Purchase → Invoices → open invoice → Notes

Add a Purchase comment

Add a Purchase commentCreate a comment on a supported preview/detail page.Admin Area → Purchase → open quotation/order/contract → Comments

Edit a Purchase comment

Edit a Purchase commentUpdate a comment through the supported action.Admin Area → Purchase → open record → Comments → Edit

Remove a Purchase comment

Remove a Purchase commentDelete a comment through the supported action.Admin Area → Purchase → open record → Comments → Delete

Use Purchase reminders

Use Purchase remindersCreate CRM reminders against supported purchase relations.Admin Area → Purchase → open supported record → Reminders

Use Purchase-related tasks

Use Purchase-related tasksCreate CRM tasks linked to supported purchase records.Admin Area → Purchase → open supported record → Tasks

Use Purchase custom fields

Use Purchase custom fieldsCreate/apply custom fields for supported purchase relations.Admin Area → Setup → Custom Fields and Purchase record forms

Update purchase-order custom fields

Update purchase-order custom fieldsSave custom-field values on an order.Admin Area → Purchase → Purchase Order → open order → Custom Fields

Update purchase-invoice custom fields

Update purchase-invoice custom fieldsSave custom-field values on an invoice.Admin Area → Purchase → Invoices → open invoice → Custom Fields

Expose Purchase custom fields on supported PDF output

Expose Purchase custom fields on supported PDF outputEnable the PDF option and populate supported custom fields.Admin Area → Purchase → Settings → Purchase Options

Use Purchase project tabs

Use Purchase project tabsReview project-linked requests, orders and contracts.Admin Area → Projects → open project → Purchase tabs

Link a CRM expense to a vendor

Link a CRM expense to a vendorUse the vendor field added by Purchase Management to supported expense flows.Admin Area → Expenses → New/Edit → Vendor

Use optional Warehouse integration for returns

Use optional Warehouse integration for returnsSelect warehouse information only when the Warehouse module integration is active.Admin Area → Purchase → Order Returns → Select Warehouse

Use relation-data lookups in Purchase forms

Use relation-data lookups in Purchase formsAllow the module to load supported related record labels/links.Admin Area → Purchase → supported relation selector

Review Purchase activity logs

Review Purchase activity logsUse record activity and CRM logs to verify changes.Admin Area → Purchase → open record → Activity / Utilities → Activity Log

Troubleshoot a missing Purchase attachment

Troubleshoot a missing Purchase attachmentCheck relation ID/type, file record, storage path, permission and portal hash.Admin Area or Vendor Portal → relevant record → Files

Open connected topic →

Understand the Purchase Management cron sequence

Understand the Purchase Management cron sequenceReview monthly numbering reset, recurring invoices, invoice-expiry notices and currency-rate retrieval.CRM Cron → Purchase Management hooks

Run the monthly purchase-order number reset

Run the monthly purchase-order number resetAllow cron to reset numbering when the option is enabled.CRM Cron and Purchase → Settings → Purchase Options

Run recurring purchase-invoice creation

Run recurring purchase-invoice creationAllow cron to create due recurring invoice instances.CRM Cron → Purchase recurring invoices

Run purchase-invoice expiry notifications

Run purchase-invoice expiry notificationsAllow cron to notify configured staff before expiry.CRM Cron and Purchase → Settings → Purchase Order Setting

Run scheduled purchase currency-rate retrieval

Run scheduled purchase currency-rate retrievalAllow the configured rate update through cron.CRM Cron and Purchase → Settings → Currency Rates

Send a new-vendor welcome email

Send a new-vendor welcome emailVerify the optional welcome message when a contact is created.Admin Area → Purchase → Vendors → Contacts and Purchase Options

Send new-vendor registration notifications

Send new-vendor registration notificationsNotify selected staff by CRM notification/email/SMS options.Public Vendor Registration and Purchase Settings

Send a quotation email

Send a quotation emailVerify recipients, PDF option and SMTP delivery evidence.Admin Area → Purchase → Quotations → open quotation → Send

Send a purchase-order email

Send a purchase-order emailVerify vendor recipients, PDF/file choices and SMTP delivery.Admin Area → Purchase → Purchase Order → open order → Send

Send a purchase-contract email

Send a purchase-contract emailVerify signer/recipients, PDF attachment and SMTP.Admin Area → Purchase → Contracts → open contract → Send

Send a purchase debit-note email

Send a purchase debit-note emailVerify recipients and attached PDF option.Admin Area → Purchase → Debit Notes → open note → Send

Send a vendor statement email

Send a vendor statement emailVerify statement period, recipient and output.Admin Area → Purchase → Statement → Send

Understand Purchase Management email dependencies

Understand Purchase Management email dependenciesUse the CRM global SMTP/mail configuration; the module does not provide a separate mail server.Admin Area → Setup → Settings → Email and Purchase send actions

Understand Purchase Management SMS dependencies

Understand Purchase Management SMS dependenciesUse configured CRM SMS gateways for enabled vendor registration/contract-sign events.Admin Area → Setup → Settings → SMS and Purchase Options

Apply least privilege to Purchase Management

Apply least privilege to Purchase ManagementSeparate view-own, view, create, edit, delete, settings, reports and status-change capabilities.Admin Area → Setup → Roles and Purchase → Settings → Permissions

Protect vendor portal accounts and public links

Protect vendor portal accounts and public linksUse active contacts, strong authentication, allowed statuses and controlled file/hash links.Vendor Portal and Admin Area → Purchase → Settings

Verify purchase totals before approval

Verify purchase totals before approvalCheck currency/rate, quantity, price, tax, discounts, shipping and linked payments.Admin Area → Purchase → open request/quotation/order/invoice

Troubleshoot a hidden Purchase menu

Troubleshoot a hidden Purchase menuCheck module activation and the user’s capability for the relevant feature.Admin Area → Purchase and Setup → Roles

Troubleshoot a Purchase permission denial

Troubleshoot a Purchase permission denialCompare record ownership, view-own/view capability and dedicated status permission.Admin Area → Setup → Roles / Purchase Permissions

Troubleshoot a Purchase form validation error

Troubleshoot a Purchase form validation errorComplete required header/line fields and satisfy enabled department/project conditions.Admin Area → Purchase → relevant New/Edit form

Troubleshoot a Purchase spreadsheet import

Troubleshoot a Purchase spreadsheet importUse supported XLSX structure, valid referenced values and the error file.Admin Area → Purchase → Items/Vendors → Import

Troubleshoot Purchase PDF output

Troubleshoot Purchase PDF outputCheck company details, logo, template, custom-field/tax/name/note/terms options and source data.Admin Area → Purchase → Settings and open record → PDF

Troubleshoot Purchase email delivery

Troubleshoot Purchase email deliveryCheck recipient email, global SMTP, template, attachment generation and application logs.Admin Area → Purchase → open record → Send

Troubleshoot Purchase SMS delivery

Troubleshoot Purchase SMS deliveryCheck gateway configuration, recipient phone and enabled event option.Admin Area → Setup → Settings → SMS and Purchase Options

Troubleshoot vendor portal visibility

Troubleshoot vendor portal visibilityCheck portal activation, contact/vendor status, visible PO statuses and manage-invoice/quotation options.Admin Area → Purchase → Settings and Vendor Portal

Troubleshoot Purchase currency conversion

Troubleshoot Purchase currency conversionCheck selected currency, stored rate, online update response and line recalculation.Admin Area → Purchase → Settings → Currency Rates and source document

Troubleshoot Purchase approval workflow

Troubleshoot Purchase approval workflowCheck related approval setting, approvers, permissions, current state and signatures.Admin Area → Purchase → Settings → Approval and open record

Troubleshoot Purchase recurring invoices

Troubleshoot Purchase recurring invoicesCheck recurrence fields, cron execution, source status and application logs.Admin Area → Purchase → Invoices and CRM Cron

Understand Purchase Management API and webhook limitations

Understand Purchase Management API and webhook limitationsDo not assume a generic REST API or inbound webhook exists in the supplied module.Code-backed reference → supplied Purchase controllers and hooks

Understand destructive Purchase data reset risks

Understand destructive Purchase data reset risksReview backups/retention and linked records before using reset_data.Admin Area → Purchase → Settings → Purchase Options → Reset Data

Run the Purchase Management production verification checklist

Run the Purchase Management production verification checklistVerify version, migrations, permissions, settings, vendor portal, controlled transactions, cron and reports.Admin Area → Purchase and Setup → Modules

eCommerce & POS Module overview

eCommerce & POS Module overviewStart with the complete code-backed module map.

Suppliers and purchase receipts

Suppliers and purchase receiptsThis section documents the supplier form and the one-product goods-receipt workflow exposed in version 1.0.0.

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