Purchase Management — Settings, numbering, PDFs and vendor-portal options
Configure prefixes, next numbers, PDF identity, company details, vendor portal, terms and purchase behaviour.
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
Open guide →GuideConfigure purchase-request numbering
Configure purchase-request numberingSet purchase-request prefix and next request number.Admin Area → Purchase → Settings → Purchase Order Setting
Open guide →GuideConfigure purchase-invoice numbering
Configure purchase-invoice numberingSet the purchase-invoice prefix used by module invoices.Admin Area → Purchase → Settings → Purchase Order Setting
Open guide →GuideConfigure debit-note numbering
Configure debit-note numberingSet the debit-note prefix used for vendor debit notes.Admin Area → Purchase → Settings → Purchase Order Setting
Open guide →GuideConfigure order-return numbering
Configure order-return numberingSet the return-order prefix and next return number.Admin Area → Purchase → Settings → Order Return
Open guide →GuideSet 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
Open guide →GuideConfigure 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
Open guide →GuideChoose 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
Open guide →GuideChoose 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
Open guide →GuideConfigure 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
Open guide →GuideUpload 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
Open guide →GuideRemove 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
Open guide →GuideChoose 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
Open guide →GuideConfigure 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
Open guide →GuideConfigure 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
Open guide →GuideEnable the vendor portal
Enable the vendor portalAllow authenticated vendor contacts to use the vendor-facing workspaces.Admin Area → Purchase → Settings → Purchase Order Setting
Open guide →GuideChoose 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
Open guide →GuideAllow vendors to register publicly
Allow vendors to register publiclyExpose the vendor registration flow.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideAllow 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
Open guide →GuideAllow 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
Open guide →GuideAllow 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
Open guide →GuideRequire 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
Open guide →GuideShow 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
Open guide →GuideAutomatically 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
Open guide →GuideAllow 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
Open guide →GuideAllow purchase-order numbers to be edited
Allow purchase-order numbers to be editedEnable can_edit_po_number.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideAllow purchase-request numbers to be edited
Allow purchase-request numbers to be editedEnable can_edit_pr_number.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideAllow 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
Open guide →GuideAllow 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
Open guide →GuideShow purchase custom fields on PDFs
Show purchase custom fields on PDFsEnable the purchase-order custom-field PDF option.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideShow the purchase tax column
Show the purchase tax columnEnable show_purchase_tax_column for purchase document lines.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideSend 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
Open guide →GuideReset purchase-order numbers every month
Reset purchase-order numbers every monthEnable the monthly purchase-order numbering reset.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideShow 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
Open guide →GuideShow 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
Open guide →GuideShow 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
Open guide →GuideRequire a department on purchase requests
Require a department on purchase requestsEnable pur_department_required_condition.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideRequire a project on purchase orders
Require a project on purchase ordersEnable pur_order_project_required_condition.Admin Area → Purchase → Settings → Purchase Options
Open guide →GuideEnable 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
Open guide →GuideEnable 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
Open guide →GuideReset 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
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