Workflow

Purchase Management — Items, units, groups and vendor items

Manage purchase item masters, units, groups, subgroups, barcodes, attachments, imports and vendor mappings.

30 connected guidesLive filterPermission-aware instructions

Filter this section

30 guides

Guide

Create a purchase item

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

Open guide →Guide

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

Open guide →Guide

Delete a purchase item

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

Open guide →Guide

View purchase item details

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

Open guide →Guide

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

Open guide →Guide

Upload a purchase item attachment

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

Open guide →Guide

Download a purchase item attachment

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

Open guide →Guide

Delete a purchase item attachment

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

Open guide →Guide

Import purchase items from spreadsheet

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

Open guide →Guide

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

Open guide →Guide

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

Open guide →Guide

Create a purchase unit

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

Open guide →Guide

Edit a purchase unit

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

Open guide →Guide

Delete a purchase unit

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

Open guide →Guide

Create a commodity group

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

Open guide →Guide

Edit a commodity group

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

Open guide →Guide

Delete a commodity group

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

Open guide →Guide

Create a commodity subgroup

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

Open guide →Guide

Edit a commodity subgroup

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

Open guide →Guide

Delete a commodity subgroup

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

Open guide →Guide

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

Open guide →Guide

Create vendor-item mappings

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

Open guide →Guide

Filter vendor-item mappings

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

Open guide →Guide

Edit vendor-item mappings

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

Open guide →Guide

Delete a vendor-item mapping

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

Open guide →Guide

Bulk-delete vendor-item mappings

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

Open guide →Guide

Share vendor items

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

Open guide →Guide

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

Open guide →Guide

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

Open guide →Guide

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 guide →