Purchase Management — Setup, version, access and navigation
Install version 1.7.9, understand revision 179, open every registered workspace and apply the actual capability model.
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
Open guide →GuideInstall 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
Open guide →GuideVerify 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
Open guide →GuideVerify 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
Open guide →GuideRun 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 guide →GuideOpen the Purchase dashboard
Open the Purchase dashboardUse the module landing page and purchase-order dashboard table.Admin Area → Purchase
Open guide →GuideUnderstand 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 guide →GuideOpen Purchase Items
Open Purchase ItemsManage item masters available to purchasing.Admin Area → Purchase → Items
Open guide →GuideOpen Purchase Vendors
Open Purchase VendorsManage vendor companies and contacts.Admin Area → Purchase → Vendors
Open guide →GuideOpen Vendor Items
Open Vendor ItemsMap purchase items to one or more vendors.Admin Area → Purchase → Vendor Items
Open guide →GuideOpen Purchase Requests
Open Purchase RequestsCreate and manage internal purchase requisitions.Admin Area → Purchase → Purchase Request
Open guide →GuideOpen Purchase Quotations
Open Purchase QuotationsManage vendor quotation records and RFQ responses.Admin Area → Purchase → Quotations
Open guide →GuideOpen Purchase Orders
Open Purchase OrdersCreate and manage approved vendor orders.Admin Area → Purchase → Purchase Order
Open guide →GuideOpen FAF Requests
Open FAF RequestsManage Financial Approval Form requests.Admin Area → Purchase → FAF Request
Open guide →GuideOpen Order Returns
Open Order ReturnsManage purchase-return orders and refunds.Admin Area → Purchase → Order Returns
Open guide →GuideOpen Purchase Contracts
Open Purchase ContractsManage vendor contracts and signatures.Admin Area → Purchase → Contracts
Open guide →GuideOpen Purchase Debit Notes
Open Purchase Debit NotesManage vendor debit notes, applications and refunds.Admin Area → Purchase → Debit Notes
Open guide →GuideOpen Purchase Invoices
Open Purchase InvoicesManage vendor invoices and payments.Admin Area → Purchase → Invoices
Open guide →GuideOpen Purchase Reports
Open Purchase ReportsRun purchasing analysis and report tables/charts.Admin Area → Purchase → Reports
Open guide →GuideOpen Purchase Settings
Open Purchase SettingsConfigure numbering, options, units, approvals, groups, vendor categories, permissions, returns and currency rates.Admin Area → Purchase → Settings
Open guide →GuideDeactivate Purchase Management safely
Deactivate Purchase Management safelyDisable the module after reviewing vendor, financial, file and portal dependencies.Admin Area → Setup → Modules → Purchase Management → Deactivate
Open guide →GuideUnderstand 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
Open guide →GuideUnderstand 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 guide →