Purchase Management
Manage end-to-end procurement: vendors and items, purchase requests, quotations, purchase orders, delivery, FAF, returns, contracts, invoices, debit notes, payments, vendor portal, automation and reports.
Settings, numbering, PDFs and vendor-portal options
Configure prefixes, next numbers, PDF identity, company details, vendor portal, terms and purchase behaviour.
Open connected topic →01Configure purchase-order numberingSet purchase-order prefix and next number used for new orders.Admin Area → Purchase → Settings → Purchase Order Setting02Configure purchase-request numberingSet purchase-request prefix and next request number.Admin Area → Purchase → Settings → Purchase Order Setting03Configure purchase-invoice numberingSet the purchase-invoice prefix used by module invoices.Admin Area → Purchase → Settings → Purchase Order Setting04Configure debit-note numberingSet the debit-note prefix used for vendor debit notes.Admin Area → Purchase → Settings → Purchase Order Setting05Configure order-return numberingSet the return-order prefix and next return number.Admin Area → Purchase → Settings → Order Return06Set the purchase-invoice automation hourChoose the configured hour used by purchase invoice automation.Admin Area → Purchase → Settings → Purchase Order Setting07Configure purchase-invoice expiry notice daysSet how many days before expiry the module should notify selected staff.Admin Area → Purchase → Settings → Purchase Order Setting08Choose staff who receive purchase-invoice expiry noticesSelect employees for purchase-invoice expiry notifications.Admin Area → Purchase → Settings → Purchase Order Setting09Choose staff who receive new-vendor registration noticesSelect employees notified when a vendor registers publicly.Admin Area → Purchase → Settings → Purchase Order Setting10Configure 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 Setting11Upload the purchase-order PDF logoStore the logo used by purchase-order PDF output.Admin Area → Purchase → Settings → Purchase Order Setting12Remove the purchase-order PDF logoDelete the configured purchase-order logo without altering other company settings.Admin Area → Purchase → Settings → Purchase Order Setting13Choose the purchase-order PDF templateSelect the module template used to render purchase-order PDFs.Admin Area → Purchase → Settings → Purchase Order Setting14Configure purchase-order terms and conditionsStore default terms displayed or printed according to the enabled option.Admin Area → Purchase → Settings → Purchase Order Setting15Configure the default vendor noteStore the vendor note used on purchase orders when enabled.Admin Area → Purchase → Settings → Purchase Order Setting16Enable the vendor portalAllow authenticated vendor contacts to use the vendor-facing workspaces.Admin Area → Purchase → Settings → Purchase Order Setting17Choose purchase-order statuses visible in the vendor portalLimit which purchase-order states vendors can see.Admin Area → Purchase → Settings → Purchase Order Setting18Allow vendors to register publiclyExpose the vendor registration flow.Admin Area → Purchase → Settings → Purchase Options19Allow 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 Options20Allow 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 Options21Allow direct purchase orders without a request or quotationEnable the purchase_order_setting option for direct-order workflows.Admin Area → Purchase → Settings → Purchase Options22Require item selection by vendorEnable item_by_vendor so order/request item choices are filtered through vendor mappings.Admin Area → Purchase → Settings → Purchase Options23Show only the purchase-order prefix and numberEnable po_only_prefix_and_number for display output.Admin Area → Purchase → Settings → Purchase Options24Automatically create a purchase order when a quotation is approvedEnable the code-backed quotation-to-order automation.Admin Area → Purchase → Settings → Purchase Options25Allow uploaded e-signatures for approvalEnable approval signatures to be supplied as uploaded files where the views support it.Admin Area → Purchase → Settings → Purchase Options26Allow purchase-order numbers to be editedEnable can_edit_po_number.Admin Area → Purchase → Settings → Purchase Options27Allow purchase-request numbers to be editedEnable can_edit_pr_number.Admin Area → Purchase → Settings → Purchase Options28Allow approver selection on the purchase-order formEnable pur_can_select_approvers_on_purchase_order_form.Admin Area → Purchase → Settings → Purchase Options29Allow approver selection on the FAF formEnable pur_can_select_approvers_on_faf_form.Admin Area → Purchase → Settings → Purchase Options30Show purchase custom fields on PDFsEnable the purchase-order custom-field PDF option.Admin Area → Purchase → Settings → Purchase Options31Show the purchase tax columnEnable show_purchase_tax_column for purchase document lines.Admin Area → Purchase → Settings → Purchase Options32Send a welcome email for a new vendor contactEnable send_email_welcome_for_new_contact.Admin Area → Purchase → Settings → Purchase Options33Reset purchase-order numbers every monthEnable the monthly purchase-order numbering reset.Admin Area → Purchase → Settings → Purchase Options34Show the vendor note on purchase-order PDFsEnable show_vendor_note_on_po_pdf.Admin Area → Purchase → Settings → Purchase Options35Show the purchase-order name on PDFsEnable show_purchase_order_name_on_po_pdf.Admin Area → Purchase → Settings → Purchase Options36Show terms and conditions on purchase-order PDFsEnable show_term_conditions_on_po_pdf.Admin Area → Purchase → Settings → Purchase Options37Require a department on purchase requestsEnable pur_department_required_condition.Admin Area → Purchase → Settings → Purchase Options38Require a project on purchase ordersEnable pur_order_project_required_condition.Admin Area → Purchase → Settings → Purchase Options39Enable SMS for new vendor registrationEnable the new-vendor registration SMS option and verify the CRM SMS service.Admin Area → Purchase → Settings → Purchase Options40Enable SMS when a vendor signs a contractEnable sms_notification_when_vendor_sign_contract and verify the CRM SMS service.Admin Area → Purchase → Settings → Purchase Options41Reset Purchase Management dataUse the supplied reset action only after confirming its destructive scope.Admin Area → Purchase → Settings → Purchase Options → Reset Data
Permissions and approval workflows
Assign module capabilities, build approval routes and operate status decisions without bypassing dedicated controls.
Open connected topic →01Understand Purchase Management capability groupsReview the separate feature capabilities registered by the module.Admin Area → Setup → Roles or Purchase → Settings → Permissions02Assign Purchase Items permissionsGrant view, create, edit and delete for purchase_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions03Assign Purchase Vendors permissionsGrant view own, view, create, edit and delete for purchase_vendors.Admin Area → Setup → Roles or Purchase → Settings → Permissions04Assign Vendor Items permissionsGrant view own, view, create, edit and delete for purchase_vendor_items.Admin Area → Setup → Roles or Purchase → Settings → Permissions05Assign Purchase Request permissionsGrant view own, view, create, edit and delete for purchase_request.Admin Area → Setup → Roles or Purchase → Settings → Permissions06Assign Purchase Quotation permissionsGrant view own, view, create, edit and delete for purchase_quotations.Admin Area → Setup → Roles or Purchase → Settings → Permissions07Assign Purchase Order permissionsGrant view own, view, create, edit and delete for purchase_orders.Admin Area → Setup → Roles or Purchase → Settings → Permissions08Assign FAF permissionsGrant view own, view, create, edit and delete for purchase_faf.Admin Area → Setup → Roles or Purchase → Settings → Permissions09Assign Order Return permissionsGrant view own, view, create, edit and delete for purchase_order_return.Admin Area → Setup → Roles or Purchase → Settings → Permissions10Assign Purchase Contract permissionsGrant view own, view, create, edit and delete for purchase_contracts.Admin Area → Setup → Roles or Purchase → Settings → Permissions11Assign Purchase Invoice permissionsGrant view own, view, create, edit and delete for purchase_invoices.Admin Area → Setup → Roles or Purchase → Settings → Permissions12Assign Purchase Debit Note permissionsGrant view own, view, create, edit and delete for purchase_debit_notes.Admin Area → Setup → Roles or Purchase → Settings → Permissions13Assign Purchase Reports permissionGrant purchase_reports view.Admin Area → Setup → Roles or Purchase → Settings → Permissions14Assign Purchase Settings permissionGrant purchase_settings edit only to authorised configuration administrators.Admin Area → Setup → Roles or Purchase → Settings → Permissions15Assign 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 → Permissions16Create an approval workflowAdd an approval setting for the required purchase transaction type.Admin Area → Purchase → Settings → Approval17Edit an approval workflowUpdate approval type, approvers or conditions for future decisions.Admin Area → Purchase → Settings → Approval18Delete an approval workflowRemove an unused approval setting after checking open records.Admin Area → Purchase → Settings → Approval19Request 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 Approval20Approve a purchase recordRecord an authorised approval decision.Admin Area → Purchase → open pending record → Approve21Reject a purchase recordRecord a rejection and reason where the workflow prompts for it.Admin Area → Purchase → open pending record → Reject22Use an uploaded approval signatureAttach the permitted e-signature file when uploaded signatures are enabled.Admin Area → Purchase → open approval action → Upload Signature23Use a drawn approval signatureCapture the signature pad value when the relevant approval view exposes it.Admin Area → Purchase → open approval action → Sign24Review staff-specific Purchase permissionsUse the module permission table/modal to review additional staff permissions.Admin Area → Purchase → Settings → Permissions25Delete a staff-specific Purchase permission assignmentRemove a module-specific assignment without changing unrelated role permissions.Admin Area → Purchase → Settings → Permissions
Vendors, contacts and administrators
Create vendors, contacts, portal administrators, categories, files, imports and status controls.
Open connected topic →01Create a vendorAdd a supplier company and its purchasing details.Admin Area → Purchase → Vendors → New Vendor02Edit a vendorUpdate vendor profile, commercial and address information.Admin Area → Purchase → Vendors → open vendor → Edit03Delete a vendorRemove a vendor through the supported action after reviewing linked records.Admin Area → Purchase → Vendors → vendor row → Delete04Change a vendor statusActivate or deactivate a vendor record.Admin Area → Purchase → Vendors → vendor row/status action05Confirm a public vendor registrationConfirm a newly registered vendor account.Admin Area → Purchase → Vendors → open pending registration → Confirm06Create a vendor categoryAdd a vendor category with name, code prefix and description.Admin Area → Purchase → Settings → Vendor Category07Edit a vendor categoryUpdate vendor-category metadata.Admin Area → Purchase → Settings → Vendor Category08Delete a vendor categoryRemove an unused category.Admin Area → Purchase → Settings → Vendor Category09Assign vendor administratorsLink authorised CRM staff to a vendor record.Admin Area → Purchase → Vendors → open vendor → Administrators10Remove a vendor administratorDelete a vendor-to-staff administrator assignment.Admin Area → Purchase → Vendors → open vendor → Administrators11Add a vendor contactCreate an authenticated or non-authenticated contact under a vendor.Admin Area → Purchase → Vendors → open vendor → Contacts → New Contact12Edit a vendor contactUpdate vendor-contact identity, email, language and portal details.Admin Area → Purchase → Vendors → open vendor → Contacts → Edit13Delete a vendor contactRemove a vendor contact using the supported controller action.Admin Area → Purchase → Vendors → open vendor → Contacts → Delete14Check whether a vendor-contact email already existsResolve the uniqueness check before saving a contact.Admin Area → Purchase → Vendors → contact form → Email15Change a vendor-contact statusEnable or disable a vendor contact.Admin Area → Purchase → Vendors → open vendor → Contacts → status toggle16View all vendor contactsUse the consolidated contacts list.Admin Area → Purchase → Vendors → All Contacts17Upload a vendor attachmentStore a file against the vendor record.Admin Area → Purchase → Vendors → open vendor → Files → Upload18Download a vendor attachmentOpen an authorised vendor file.Admin Area → Purchase → Vendors → open vendor → Files → Download19Delete a vendor attachmentRemove a vendor file through the supplied action.Admin Area → Purchase → Vendors → open vendor → Files → Delete20Import vendors from spreadsheetCreate vendor records from the supported spreadsheet import.Admin Area → Purchase → Vendors → Import21Review a vendor import error fileUse the generated error output to correct rejected rows.Admin Area → Purchase → Vendors → Import results/error file22Delete stale purchase import error filesUse the module cleanup action for prior-day error files.Admin Area → Purchase → import maintenance23View a vendor’s contractsFilter contracts for one vendor.Admin Area → Purchase → Vendors → open vendor → Contracts24View a vendor’s purchase ordersFilter purchase orders for one vendor.Admin Area → Purchase → Vendors → open vendor → Purchase Orders25View a vendor’s quotationsFilter quotations for one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations26View a vendor’s purchase invoicesFilter purchase invoices for one vendor.Admin Area → Purchase → Vendors → open vendor → Invoices27View a vendor’s debit notesFilter debit notes for one vendor.Admin Area → Purchase → Vendors → open vendor → Debit Notes
Vendor portal and authentication
Register, sign in and operate the vendor-facing company, items, quotations, orders, contracts, invoices, returns and files workspaces.
Open connected topic →01Open the vendor portalUse the configured vendor-facing landing page.Vendor Portal → Home02Register a vendor through the public portalSubmit the public vendor registration form when registration is enabled.Vendor Portal → Register03Sign in to the vendor portalAuthenticate with an active vendor contact account.Vendor Portal → Login04Reset a vendor-portal passwordRequest and complete the vendor password-reset flow.Vendor Portal → Forgot Password / Reset Password05Sign out of the vendor portalEnd the authenticated vendor session.Vendor Portal → Logout06Review vendor portal terms and conditionsOpen the portal terms page.Vendor Portal → Terms and Conditions07Update the vendor portal profileEdit the signed-in contact profile.Vendor Portal → Profile08Update vendor company details in the portalEdit company, billing, shipping and return-policy data exposed by the portal.Vendor Portal → Company09Remove the vendor profile imageDelete the current portal profile image.Vendor Portal → Profile → Remove image10Change the vendor portal languageSwitch to an available CRM language.Vendor Portal → Language11View vendor portal purchase ordersReview orders visible under the configured status filter.Vendor Portal → Purchase Orders12Open a vendor portal purchase orderReview order lines, delivery and files using the authorised ID/hash flow.Vendor Portal → Purchase Orders → open order13Confirm a purchase order in the vendor portalRecord vendor confirmation for an order.Vendor Portal → Purchase Orders → open order → Confirm14Update purchase-order delivery status in the vendor portalSet a supported delivery state.Vendor Portal → Purchase Orders → open order → Delivery Status15Update a purchase-order delivery date in the vendor portalSave the vendor-provided delivery date.Vendor Portal → Purchase Orders → open order → Delivery Date16Upload a purchase-order file in the vendor portalAttach a supported file to an order.Vendor Portal → Purchase Orders → open order → Files → Upload17Delete a purchase-order file in the vendor portalRemove an authorised portal-uploaded order file.Vendor Portal → Purchase Orders → open order → Files → Delete18View vendor portal contractsReview contracts linked to the signed-in vendor.Vendor Portal → Contracts19Open a vendor contract in the portalView contract content, status and files.Vendor Portal → Contracts → open contract20View vendor portal itemsReview vendor item mappings.Vendor Portal → Items21Add or edit a vendor item in the portalMaintain a vendor item when the portal flow permits it.Vendor Portal → Items → New/Edit22Share a vendor itemUse the item share action exposed to the vendor.Vendor Portal → Items → open item → Share23Delete a vendor item from the portalRemove a vendor-item mapping through the supported portal action.Vendor Portal → Items → Delete24View vendor portal quotationsReview quotations for the signed-in vendor.Vendor Portal → Quotations25Create or edit a quotation in the vendor portalSubmit quotation data when vendor quotation management is enabled.Vendor Portal → Quotations → New/Edit26Open a quotation in the vendor portalReview quotation lines, status, files and signature controls.Vendor Portal → Quotations → open quotation27Upload a quotation file in the vendor portalAttach a supported file to a quotation.Vendor Portal → Quotations → open quotation → Upload28Delete a quotation file in the vendor portalRemove a portal quotation attachment.Vendor Portal → Quotations → open quotation → Delete file29View vendor portal purchase requestsReview shared/authorised purchase requests.Vendor Portal → Purchase Request30Open a shared purchase request in the vendor portalUse the ID/hash route supplied for shared requests.Vendor Portal → Purchase Request → open request31Upload a purchase-request file in the vendor portalAttach a file using the authorised request hash.Vendor Portal → Purchase Request → open request → Upload32Delete a purchase-request file in the vendor portalRemove an authorised request file.Vendor Portal → Purchase Request → open request → Delete file33View vendor portal purchase invoicesReview vendor invoices.Vendor Portal → Invoices34Create or edit a purchase invoice in the vendor portalMaintain an invoice when vendor invoice management is enabled.Vendor Portal → Invoices → New/Edit35Open a purchase invoice in the vendor portalReview invoice details, payment state and files.Vendor Portal → Invoices → open invoice36Delete a purchase invoice in the vendor portalRemove an invoice through the portal action when enabled and authorised.Vendor Portal → Invoices → Delete37Delete a purchase-invoice file in the vendor portalRemove an invoice attachment through the portal route.Vendor Portal → Invoices → open invoice → Delete file38View vendor portal paymentsReview recorded purchase payments.Vendor Portal → Payments39View vendor portal order returnsReview returns linked to the signed-in vendor.Vendor Portal → Order Returns40Open an order return in the vendor portalReview return lines, status and refund information.Vendor Portal → Order Returns → open return41Update an order-return status in the vendor portalSet the supported vendor-facing return state.Vendor Portal → Order Returns → open return → Status42Download an authorised vendor-portal fileUse the folder indicator and attachment ID route exposed by the portal.Vendor Portal → relevant record → Download file43Troubleshoot vendor portal accessCheck activation, vendor/contact status, credentials, visible statuses and permission options.Vendor Portal → Login and Admin Area → Purchase → Settings
Items, units, groups and vendor items
Manage purchase item masters, units, groups, subgroups, barcodes, attachments, imports and vendor mappings.
Open connected topic →01Create a purchase itemAdd an item master that can be purchased.Admin Area → Purchase → Items → New Item02Edit a purchase itemUpdate item code, description, group, unit, price, tax and purchase eligibility.Admin Area → Purchase → Items → open item → Edit03Delete a purchase itemRemove an item through the supported action after checking linked purchase records.Admin Area → Purchase → Items → Delete04View purchase item detailsReview the item record and attachments.Admin Area → Purchase → Items → open item05Generate or review a commodity barcodeUse the module barcode/code action for the item.Admin Area → Purchase → Items → item form → Barcode06Upload a purchase item attachmentAttach a file to an item.Admin Area → Purchase → Items → open item → Files → Upload07Download a purchase item attachmentOpen an authorised item file.Admin Area → Purchase → Items → open item → Files → Download08Delete a purchase item attachmentRemove an item attachment.Admin Area → Purchase → Items → open item → Files → Delete09Import purchase items from spreadsheetCreate item masters from the supported XLSX import.Admin Area → Purchase → Items → Import Excel10Review purchase-item import validation errorsCorrect rejected item rows using the import result/error file.Admin Area → Purchase → Items → Import results11Run a bulk action on purchase itemsUse the supplied bulk-delete/action workflow on selected rows.Admin Area → Purchase → Items → Bulk Actions12Create a purchase unitAdd a unit type used by purchase items.Admin Area → Purchase → Settings → Units13Edit a purchase unitUpdate a unit type.Admin Area → Purchase → Settings → Units14Delete a purchase unitRemove an unused unit type.Admin Area → Purchase → Settings → Units15Create a commodity groupAdd a top-level purchase item group.Admin Area → Purchase → Settings → Commodity Group16Edit a commodity groupUpdate a commodity group.Admin Area → Purchase → Settings → Commodity Group17Delete a commodity groupRemove an unused group.Admin Area → Purchase → Settings → Commodity Group18Create a commodity subgroupAdd a subgroup linked to a commodity group.Admin Area → Purchase → Settings → Sub Group19Edit a commodity subgroupUpdate subgroup information.Admin Area → Purchase → Settings → Sub Group20Delete a commodity subgroupRemove an unused subgroup.Admin Area → Purchase → Settings → Sub Group21Load subgroups for a selected groupUse the dependent subgroup selector in purchase forms.Admin Area → Purchase → item or settings form → select group22Create vendor-item mappingsAssign selected purchase items to one or more vendors.Admin Area → Purchase → Vendor Items → New Vendor Items23Filter vendor-item mappingsFilter by vendor or item group.Admin Area → Purchase → Vendor Items24Edit vendor-item mappingsChange the vendor, group or selected items.Admin Area → Purchase → Vendor Items → open mapping25Delete a vendor-item mappingRemove one mapping.Admin Area → Purchase → Vendor Items → Delete26Bulk-delete vendor-item mappingsSelect mappings and use the mass-delete action.Admin Area → Purchase → Vendor Items → Bulk Actions27Share vendor itemsUse the supported item-sharing action.Admin Area → Purchase → Vendor Items → open mapping → Share28Search 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 selector29Filter document items by vendorUse vendor-item filtering when item_by_vendor is enabled.Admin Area → Purchase → open transaction form → select vendor → Item selector30Load a purchase item with a currency rateSelect an item and apply the document currency conversion value.Admin Area → Purchase → open transaction form → select item
Purchase requests
Create, approve, share, send for quotation, copy, convert, attach, sign and report on purchase requests.
Open connected topic →01Create a purchase requestCreate an internal requisition with requester, department/project, items, currency, totals and vendors.Admin Area → Purchase → Purchase Request → New02Edit a purchase requestUpdate a request while its status and permission allow editing.Admin Area → Purchase → Purchase Request → open request → Edit03View a purchase requestReview request header, lines, approval, files, quotes, signatures and totals.Admin Area → Purchase → Purchase Request → open request04Delete a purchase requestRemove a request through the supported action after checking quotations and orders.Admin Area → Purchase → Purchase Request → Delete05Change a purchase-request statusUse the dedicated status action and capability.Admin Area → Purchase → Purchase Request → open request → Status06Enter the purchase-request code and nameSet pur_rq_code and pur_rq_name according to numbering/edit settings.Admin Area → Purchase → Purchase Request → New/Edit07Choose purchase-request currency and rateSelect currency and confirm the currency_rate used for line calculations.Admin Area → Purchase → Purchase Request → New/Edit08Link a purchase request to a projectSelect the related CRM project when applicable.Admin Area → Purchase → Purchase Request → New/Edit → Project09Link a purchase request to a sales estimateSelect a related sales estimate.Admin Area → Purchase → Purchase Request → New/Edit → Sales Estimate10Link a purchase request to a sales invoiceSelect a related sales invoice.Admin Area → Purchase → Purchase Request → New/Edit → Sales Invoice11Choose purchase-request type, department and requesterSet the operational classification and owner.Admin Area → Purchase → Purchase Request → New/Edit12Add items to a purchase requestSearch purchase items and enter quantity, rate, tax and discount lines.Admin Area → Purchase → Purchase Request → New/Edit → Items13Select vendors for a purchase requestChoose vendors that may receive the shared request or quotation request.Admin Area → Purchase → Purchase Request → New/Edit → Send to Vendors14Upload a purchase-request attachmentAttach a supporting file.Admin Area → Purchase → Purchase Request → open request → Files → Upload15Download a purchase-request attachmentOpen an authorised request file.Admin Area → Purchase → Purchase Request → open request → Files → Download16Delete a purchase-request attachmentRemove a request file.Admin Area → Purchase → Purchase Request → open request → Files → Delete17Copy a purchase requestCreate a new request using copied source data.Admin Area → Purchase → Purchase Request → open request → Copy18Copy 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 Order19Request vendor quotations from a purchase requestSend the request-for-quotation email/public flow to selected vendors.Admin Area → Purchase → Purchase Request → open request → Request Quotation20Share a purchase request with vendorsGenerate/use the vendor share flow and recipients.Admin Area → Purchase → Purchase Request → open request → Share Request21Copy the public purchase-request linkObtain the supported external link for an authorised request.Admin Area → Purchase → Purchase Request → open request → Copy Public Link22Generate a purchase-request PDFCreate the module PDF for the request.Admin Area → Purchase → Purchase Request → open request → PDF23Compare quotations for a purchase requestOpen the quotation comparison workspace and compare vendor totals/lines.Admin Area → Purchase → Purchase Request → open request → Compare Quotes24Generate the quotation-comparison PDFExport the comparison output.Admin Area → Purchase → Purchase Request → Compare Quotes → PDF25Sign a purchase-request approvalUse a drawn or uploaded signature according to settings and the approval view.Admin Area → Purchase → Purchase Request → open request → Approval/Sign26Review purchase-request approval informationRead approvers, decisions, reasons and signature evidence.Admin Area → Purchase → Purchase Request → open request → Approval27Filter the purchase-request tableUse department and status/list filters.Admin Area → Purchase → Purchase Request28View project-linked purchase requestsUse the Purchase Request tab added to a CRM project.Admin Area → Projects → open project → Purchase Requests29Troubleshoot purchase-request validationResolve missing department/requester, invalid items, numbering, totals, permissions or approval state.Admin Area → Purchase → Purchase Request → New/Edit
Quotations and requests for quotation
Create vendor quotations, send RFQs, compare bids, approve, sign, attach and convert quotations.
Open connected topic →01Create a purchase quotationCreate a vendor quotation with dates, currency, lines, totals and linked request.Admin Area → Purchase → Quotations → New Quotation02Edit a purchase quotationUpdate an editable quotation.Admin Area → Purchase → Quotations → open quotation → Edit03View a purchase quotationReview quotation totals, status, files, comments, signatures and related request.Admin Area → Purchase → Quotations → open quotation04Delete a purchase quotationRemove a quotation through the supported action.Admin Area → Purchase → Quotations → Delete05Validate a purchase-quotation numberResolve duplicate or invalid quotation numbering before save.Admin Area → Purchase → Quotations → New/Edit → Number06Choose a vendor for a quotationSelect the vendor and load vendor/currency/item context.Admin Area → Purchase → Quotations → New/Edit → Vendor07Copy purchase-request lines into a quotationPopulate quotation lines from a selected request.Admin Area → Purchase → Quotations → New/Edit → Purchase Request08Copy an existing quotationCreate a new quotation using an existing quotation’s data.Admin Area → Purchase → Quotations → open quotation → Copy09Add quotation line itemsEnter item, quantity, rate, tax and discount information.Admin Area → Purchase → Quotations → New/Edit → Items10Change quotation tax valuesRecalculate a line when its tax selection changes.Admin Area → Purchase → Quotations → New/Edit → Tax11Upload a quotation attachmentAttach vendor evidence to a quotation.Admin Area → Purchase → Quotations → open quotation → Files → Upload12Download a quotation attachmentOpen an authorised quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Download13Delete a quotation attachmentRemove a quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Delete14Send a purchase quotationEmail the quotation using selected recipients and PDF option.Admin Area → Purchase → Quotations → open quotation → Send15Generate a purchase-quotation PDFRender the quotation PDF.Admin Area → Purchase → Quotations → open quotation → PDF16Change a purchase-quotation statusUse the dedicated quotation status capability.Admin Area → Purchase → Quotations → open quotation → Status17Approve a quotation and trigger automatic purchase-order creationComplete approval and verify the optional order automation when enabled.Admin Area → Purchase → Quotations → open quotation → Approve18Sign a purchase quotationCapture a drawn or uploaded signature.Admin Area → Purchase → Quotations → open quotation → Sign19Add comments to a quotationRecord discussion on the quotation preview.Admin Area → Purchase → Quotations → open quotation → Comments20Edit or remove a quotation commentMaintain a comment using the supported comment actions.Admin Area → Purchase → Quotations → open quotation → Comments21Filter the purchase-quotation tableUse list filters and vendor context.Admin Area → Purchase → Quotations22View a vendor’s quotation listOpen quotations filtered to one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations23Troubleshoot quotation-to-order conversionCheck approval status, automation setting, vendor, lines and permissions when no PO is created.Admin Area → Purchase → Quotations → open quotation
Purchase orders, delivery and payments
Create purchase orders, manage approvals, delivery states, files, PDFs, vendor confirmation and PO payments.
Open connected topic →01Create a purchase orderCreate a vendor commitment from scratch or linked request/quotation.Admin Area → Purchase → Purchase Order → New02Edit a purchase orderUpdate an order while its status and capability allow.Admin Area → Purchase → Purchase Order → open order → Edit03View a purchase orderReview commercial lines, approval, delivery, payments, files and linked records.Admin Area → Purchase → Purchase Order → open order04Delete a purchase orderRemove an order through the supported action after reviewing payments and delivery.Admin Area → Purchase → Purchase Order → Delete05Enter the purchase-order name and numberSet pur_order_name and pur_order_number according to numbering options.Admin Area → Purchase → Purchase Order → New/Edit06Choose a purchase-order vendorSelect the vendor and load vendor-specific items/context.Admin Area → Purchase → Purchase Order → New/Edit → Vendor07Create 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 Order08Create a purchase order from a quotationCopy approved quotation values into an order.Admin Area → Purchase → Quotations → open quotation → Create/Copy Purchase Order09Link a purchase order to a department and projectSelect operational ownership and satisfy required-project settings.Admin Area → Purchase → Purchase Order → New/Edit10Set purchase-order type and buyerChoose the order type and responsible buyer.Admin Area → Purchase → Purchase Order → New/Edit11Link 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/Edit12Choose purchase-order currency and rateSet currency and confirm conversion rate.Admin Area → Purchase → Purchase Order → New/Edit13Add purchase-order line itemsEnter item, quantity, price, tax and discount.Admin Area → Purchase → Purchase Order → New/Edit → Items14Set purchase-order discount type and valueApply the supported discount calculation.Admin Area → Purchase → Purchase Order → New/Edit → Discount15Set purchase-order shipping feeAdd shipping cost to the order total.Admin Area → Purchase → Purchase Order → New/Edit → Shipping Fee16Set purchase-order shipping addressEnter address, city, state, postal code and country.Admin Area → Purchase → Purchase Order → New/Edit → Shipping17Set purchase-order Incoterm and days owedStore delivery/payment commercial terms.Admin Area → Purchase → Purchase Order → New/Edit18Set purchase-order vendor note and termsEnter document notes and terms, subject to PDF display settings.Admin Area → Purchase → Purchase Order → New/Edit19Add tags to a purchase orderApply CRM tags for filtering/context.Admin Area → Purchase → Purchase Order → New/Edit → Tags20Change a purchase-order approval statusUse the dedicated order status capability.Admin Area → Purchase → Purchase Order → open order → Status21Request purchase-order approvalSubmit the order to its configured approval route.Admin Area → Purchase → Purchase Order → open order → Request Approval22Approve or reject a purchase orderRecord the approval decision and required evidence.Admin Area → Purchase → Purchase Order → open order → Approve/Reject23Mark a purchase order with an operational statusUse the supported mark_pur_order_as action.Admin Area → Purchase → Purchase Order → open order → Mark As24Change purchase-order delivery statusSelect Undelivered, Pending delivered, Partially delivered or Completely delivered as supported.Admin Area → Purchase → Purchase Order → open order → Delivery Status25Change purchase-order delivery dateRecord the expected or actual delivery date.Admin Area → Purchase → Purchase Order → open order → Delivery Date26Upload a purchase-order attachmentAttach a file to the order.Admin Area → Purchase → Purchase Order → open order → Files → Upload27Download a purchase-order attachmentOpen an authorised order file.Admin Area → Purchase → Purchase Order → open order → Files → Download28Delete a purchase-order attachmentRemove an order file.Admin Area → Purchase → Purchase Order → open order → Files → Delete29Generate a purchase-order PDFRender the configured PO PDF template.Admin Area → Purchase → Purchase Order → open order → PDF30Send a purchase order to a vendorEmail the order with configured recipients/attachment.Admin Area → Purchase → Purchase Order → open order → Send31Copy a public purchase-order linkObtain the supported public/share link where exposed.Admin Area → Purchase → Purchase Order → open order → Copy Public Link32Add a payment to a purchase orderRecord a PO payment.Admin Area → Purchase → Purchase Order → open order → Payments → Add33Delete a purchase-order paymentRemove a recorded PO payment through the supported action.Admin Area → Purchase → Purchase Order → open order → Payments → Delete34Convert a purchase-order paymentUse the supplied PO payment conversion action.Admin Area → Purchase → Purchase Order → open order → Convert Payment35Add a PO payment linked to a purchase invoiceRecord payment with the linked invoice flow.Admin Area → Purchase → Purchase Order → open order → Payments36Refresh purchase-order totalsRecalculate stored order value using the supplied refresh action.Admin Area → Purchase → Purchase Order → open order → Refresh Value37Use the purchase-order value repair actionRun refresh_order_value_fix only for the intended repair case.Admin Area → Purchase → Purchase Order → maintenance/repair action38View project-linked purchase ordersUse the Purchase Orders tab added to a CRM project.Admin Area → Projects → open project → Purchase Orders39View purchase orders on the Purchase dashboardRead the dashboard PO table.Admin Area → Purchase40Filter the purchase-order tableUse vendor, status and related list filters.Admin Area → Purchase → Purchase Order41Troubleshoot purchase-order total or delivery mismatchesReview lines, rates, tax, discount, shipping, status, payments and refresh actions.Admin Area → Purchase → Purchase Order → open order
FAF requests
Create, approve, sign, attach, print and manage Financial Approval Form requests.
Open connected topic →01Create a FAF requestCreate a Financial Approval Form request with requester, department, details and lines.Admin Area → Purchase → FAF Request → New02Edit a FAF requestUpdate an editable FAF request.Admin Area → Purchase → FAF Request → open request → Edit03View a FAF requestReview header, values, approval, notes, files and signature.Admin Area → Purchase → FAF Request → open request04Delete a FAF requestRemove a FAF request through the supported action.Admin Area → Purchase → FAF Request → Delete05Choose the FAF requester by departmentLoad/select requestors after choosing a department.Admin Area → Purchase → FAF Request → New/Edit → Department/Requester06Add sales notes to a FAF requestUse the sales-notes area on the FAF detail screen.Admin Area → Purchase → FAF Request → open request → Notes07Add a FAF noteRecord an internal note against the request.Admin Area → Purchase → FAF Request → open request → Notes → Add08Upload a FAF attachmentAttach supporting evidence.Admin Area → Purchase → FAF Request → open request → Files → Upload09Download a FAF attachmentOpen an authorised FAF file.Admin Area → Purchase → FAF Request → open request → Files → Download10Delete a FAF attachmentRemove a FAF file.Admin Area → Purchase → FAF Request → open request → Files → Delete11Request FAF approvalSubmit the form to its configured approval route.Admin Area → Purchase → FAF Request → open request → Request Approval12Approve or reject a FAF requestRecord the decision through the supported status action.Admin Area → Purchase → FAF Request → open request → Approve/Reject13Change a FAF request statusUse the dedicated FAF status action.Admin Area → Purchase → FAF Request → open request → Status14Upload a requestor FAF signatureStore the requestor signature attachment.Admin Area → Purchase → FAF Request → open request → Requestor Signature15Generate a FAF PDFRender the Financial Approval Form PDF.Admin Area → Purchase → FAF Request → open request → PDF16Filter the FAF request tableUse list/status filters.Admin Area → Purchase → FAF Request17Troubleshoot FAF approval or signatureCheck permissions, approval setup, form approvers, requester and uploaded signature option.Admin Area → Purchase → FAF Request → open request
Order returns and refunds
Create purchase returns, select items/warehouse, approve, change state, generate PDFs and record refunds.
Open connected topic →01Create a purchase order returnCreate a purchasing return order from an eligible source.Admin Area → Purchase → Order Returns → New02Edit an order returnUpdate an editable return.Admin Area → Purchase → Order Returns → open return → Edit03View an order returnReview source, items, status, approval, files, activity and refunds.Admin Area → Purchase → Order Returns → open return04Delete an order returnRemove a return through the supported action.Admin Area → Purchase → Order Returns → Delete05Choose the order-return type and sourceSelect return type, related record and vendor.Admin Area → Purchase → Order Returns → New/Edit06Load items for an order returnPopulate eligible source lines for full or partial return.Admin Area → Purchase → Order Returns → New/Edit → Source/Items07Choose a warehouse for a returnUse the warehouse modal when the optional Warehouse integration is active.Admin Area → Purchase → Order Returns → open return → Select Warehouse08Record a return reason and quantitiesEnter the supported item quantities and reason.Admin Area → Purchase → Order Returns → New/Edit09Request approval for an order returnSubmit the return to its approval route.Admin Area → Purchase → Order Returns → open return → Request Approval10Approve or reject an order returnRecord the authorised return decision.Admin Area → Purchase → Order Returns → open return → Approve/Reject11Run the pre-approval return checkUse the supplied validation before approval.Admin Area → Purchase → Order Returns → open return → approval action12Change an order-return statusSelect a supported state.Admin Area → Purchase → Order Returns → open return → Status13Understand order-return statusesInterpret Draft, Processing, Confirm, Shipping, Finish, Failed, Cancelled and On hold.Admin Area → Purchase → Order Returns14Add an order-return activity entryRecord module activity for the return.Admin Area → Purchase → Order Returns → open return → Activity15Delete an order-return activity entryRemove an activity-log row through the supported action.Admin Area → Purchase → Order Returns → open return → Activity → Delete16Generate an order-return PDFRender the return PDF.Admin Area → Purchase → Order Returns → open return → PDF17Create an order-return refundRecord a refund against a return.Admin Area → Purchase → Order Returns → open return → Refunds → New18Edit an order-return refundUpdate a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Edit19Delete an order-return refundRemove a refund record.Admin Area → Purchase → Order Returns → open return → Refunds → Delete20Filter the order-return registerUse return status and list filters.Admin Area → Purchase → Order Returns21Troubleshoot order-return approval or refundCheck source eligibility, items, quantities, approval state, permissions and recorded amounts.Admin Area → Purchase → Order Returns → open return
Contracts, templates and signatures
Create vendor contracts, use templates, attach files, comment, sign, email and link tasks/reminders/payments.
Open connected topic →01Create a purchase contractCreate a vendor agreement linked to purchasing and optional CRM records.Admin Area → Purchase → Contracts → New Contract02Edit a purchase contractUpdate an editable vendor contract.Admin Area → Purchase → Contracts → open contract → Edit03View a purchase contractReview contract content, commercial terms, signature, files, comments, notes, tasks and reminders.Admin Area → Purchase → Contracts → open contract04Delete a purchase contractRemove a contract through the supported action after reviewing evidence and links.Admin Area → Purchase → Contracts → Delete05Validate a purchase-contract numberResolve duplicate or invalid contract numbering.Admin Area → Purchase → Contracts → New/Edit → Contract Number06Set purchase-contract identity and service categoryEnter contract name and service category.Admin Area → Purchase → Contracts → New/Edit07Link a purchase contract to a vendorChoose the contracting vendor.Admin Area → Purchase → Contracts → New/Edit → Vendor08Link a purchase contract to a purchase orderChoose the related purchase order.Admin Area → Purchase → Contracts → New/Edit → Purchase Order09Link a purchase contract to a project and departmentSelect the CRM project and department.Admin Area → Purchase → Contracts → New/Edit10Set contract payment terms, amount and cycleEnter payment terms, payment amount and payment cycle.Admin Area → Purchase → Contracts → New/Edit11Set the purchase-contract valueEnter the total contract value.Admin Area → Purchase → Contracts → New/Edit12Set contract signer and emailChoose/enter signer information required by send/sign flows.Admin Area → Purchase → Contracts → New/Edit13Write purchase-contract description and contentUse the contract editor and description fields.Admin Area → Purchase → Contracts → New/Edit14Set the contract signed statusRecord the supported signed-status value.Admin Area → Purchase → Contracts → open contract → Signed Status15Create a purchase contract templateSave reusable contract content.Admin Area → Purchase → Contracts → Templates → New16Edit a purchase contract templateUpdate template name or content.Admin Area → Purchase → Contracts → Templates → Edit17Delete a purchase contract templateRemove an unused template.Admin Area → Purchase → Contracts → Templates → Delete18Apply a template to a purchase contractInsert reusable content in the contract editor.Admin Area → Purchase → Contracts → New/Edit → Templates19Upload a purchase-contract attachmentAttach a file to a contract.Admin Area → Purchase → Contracts → open contract → Files → Upload20Download a purchase-contract attachmentOpen an authorised contract file.Admin Area → Purchase → Contracts → open contract → Files → Download21Delete a purchase-contract attachmentRemove a contract file.Admin Area → Purchase → Contracts → open contract → Files → Delete22Add a purchase-contract commentRecord discussion on the contract.Admin Area → Purchase → Contracts → open contract → Comments23Edit or remove a purchase-contract commentMaintain existing discussion through the supplied comment actions.Admin Area → Purchase → Contracts → open contract → Comments24Add a purchase-contract noteRecord an internal note.Admin Area → Purchase → Contracts → open contract → Notes → Add25Create a task from a purchase contractUse the CRM task relation exposed by the contract view.Admin Area → Purchase → Contracts → open contract → Tasks → New26Create a reminder for a purchase contractUse the CRM reminder tab.Admin Area → Purchase → Contracts → open contract → Reminders → New27Generate a purchase-contract PDFRender the contract PDF.Admin Area → Purchase → Contracts → open contract → PDF28Send a purchase contract by emailChoose recipients and optional PDF attachment.Admin Area → Purchase → Contracts → open contract → Send Contract29Sign a purchase contractCapture the supported signature and update evidence.Admin Area → Purchase → Contracts → open contract → Sign30Clear a purchase-contract signatureRemove the stored signature through the supported clear action.Admin Area → Purchase → Contracts → open contract → Clear Signature31Use SMS when a vendor signs a contractVerify the optional SMS notification after signature.Admin Area → Purchase → Contracts → vendor signs; Purchase Options → SMS32Filter purchase contractsFilter by vendor, department, project and purchase order.Admin Area → Purchase → Contracts33View project-linked purchase contractsUse the Purchase Contracts tab on a CRM project.Admin Area → Projects → open project → Purchase Contracts34Troubleshoot purchase-contract email or signingCheck signer/email, SMTP, SMS option, files, permissions and current signed state.Admin Area → Purchase → Contracts → open contract
Purchase invoices and payments
Create vendor invoices, attach files, change status, pay individually or in batch, recur and expose authorised portal actions.
Open connected topic →01Create a purchase invoiceCreate a vendor invoice with source links, lines, tax, totals and due/payment information.Admin Area → Purchase → Invoices → New Invoice02Edit a purchase invoiceUpdate an editable vendor invoice.Admin Area → Purchase → Invoices → open invoice → Edit03View a purchase invoiceReview lines, status, payments, notes, files and linked records.Admin Area → Purchase → Invoices → open invoice04Delete a purchase invoiceRemove an invoice through the supported action after reviewing payments/debits.Admin Area → Purchase → Invoices → Delete05Choose a vendor for a purchase invoiceSelect the vendor and load linked contract/order context.Admin Area → Purchase → Invoices → New/Edit → Vendor06Link a purchase invoice to a contractSelect the related vendor contract.Admin Area → Purchase → Invoices → New/Edit → Contract07Link a purchase invoice to a purchase orderSelect the related PO and copy available context.Admin Area → Purchase → Invoices → New/Edit → Purchase Order08Choose purchase-invoice currency and rateSet currency/rate before confirming lines and totals.Admin Area → Purchase → Invoices → New/Edit09Add purchase-invoice line itemsEnter item, quantity, price, tax and discount lines.Admin Area → Purchase → Invoices → New/Edit → Items10Change purchase-invoice tax valuesRecalculate line tax through the supported selector action.Admin Area → Purchase → Invoices → New/Edit → Tax11Set purchase-invoice dates and expiryEnter invoice and due/expiry dates used for payment and notification logic.Admin Area → Purchase → Invoices → New/Edit12Change a purchase-invoice statusUse the dedicated invoice status capability.Admin Area → Purchase → Invoices → open invoice → Status13Understand purchase-invoice payment statusesInterpret Unpaid, Partially paid and Paid.Admin Area → Purchase → Invoices14Add a purchase-invoice paymentRecord payment amount/mode/date through the invoice payment form.Admin Area → Purchase → Invoices → open invoice → Payments → Add15View a purchase-invoice paymentOpen recorded payment details.Admin Area → Purchase → Invoices → open invoice → Payments16Delete a purchase-invoice paymentRemove a payment through the supported action.Admin Area → Purchase → Invoices → open invoice → Payments → Delete17Add purchase-invoice payments in a batchUse the batch payment modal for selected invoices.Admin Area → Purchase → Invoices → Batch Payment18Refresh payment data after a purchase-invoice changeUse the supplied payment-change calculation path.Admin Area → Purchase → Invoices → open invoice/payment action19Upload a purchase-invoice attachmentAttach supporting evidence.Admin Area → Purchase → Invoices → open invoice → Files → Upload20Download a purchase-invoice attachmentOpen an authorised invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Download21Delete a purchase-invoice attachmentRemove an invoice file.Admin Area → Purchase → Invoices → open invoice → Files → Delete22Add a purchase-invoice noteRecord an internal note.Admin Area → Purchase → Invoices → open invoice → Notes → Add23Generate a purchase-invoice PDFRender the module invoice PDF.Admin Area → Purchase → Invoices → open invoice → PDF24Configure recurring purchase invoicesSet recurrence through the fields exposed by the purchase-invoice form.Admin Area → Purchase → Invoices → New/Edit → Recurring25Run recurring purchase-invoice generationAllow cron to create due recurrence instances.CRM Cron → Purchase recurring invoices26Configure purchase-invoice expiry notificationsSet days and recipient staff.Admin Area → Purchase → Settings → Purchase Order Setting27Review a purchase-invoice expiry notificationVerify the cron-generated notification for an approaching due/expiry date.Admin Area → Notifications / email and Purchase → Invoices28Filter the purchase-invoice tableUse vendor, payment-status and list filters.Admin Area → Purchase → Invoices29Open the vendor-specific purchase-invoice tableOpen the vendor-specific invoice table.Admin Area → Purchase → Vendors → open vendor → Invoices30Troubleshoot purchase-invoice totals or paymentsReview lines, rate, tax, dates, applications, payments, status and permissions.Admin Area → Purchase → Invoices → open invoice
Debit notes, refunds and statements
Create debit notes, apply them to invoices, record refunds, send PDFs and issue vendor statements.
Open connected topic →01Create a purchase debit noteCreate a vendor debit note with lines and totals.Admin Area → Purchase → Debit Notes → New02Edit a purchase debit noteUpdate an editable debit note.Admin Area → Purchase → Debit Notes → open note → Edit03View a purchase debit noteReview status, totals, applications, refunds, files and reminders.Admin Area → Purchase → Debit Notes → open note04Delete a purchase debit noteRemove a debit note through the supported action.Admin Area → Purchase → Debit Notes → Delete05Validate a purchase debit-note numberResolve duplicate or invalid numbering.Admin Area → Purchase → Debit Notes → New/Edit → Number06Choose a vendor for a debit noteLoad vendor-specific invoice/currency context.Admin Area → Purchase → Debit Notes → New/Edit → Vendor07Add debit-note line itemsEnter items, amounts, tax and totals.Admin Area → Purchase → Debit Notes → New/Edit → Items08Open a purchase debit noteChange the note to open through the supported action.Admin Area → Purchase → Debit Notes → open note → Mark Open09Void a purchase debit noteMark the note void rather than deleting it.Admin Area → Purchase → Debit Notes → open note → Mark Void10Apply a debit note to purchase invoicesAllocate available debit value to selected vendor invoices.Admin Area → Purchase → Debit Notes → open note → Apply to Invoices11Remove a debit-note applicationDelete one applied debit allocation.Admin Area → Purchase → Debit Notes → open note → Applied Invoices → Remove12Apply debits from a purchase invoiceOpen available vendor debit notes from the invoice context.Admin Area → Purchase → Invoices → open invoice → Apply Debits13Remove an applied debit from a purchase invoiceDelete one invoice-side debit allocation.Admin Area → Purchase → Invoices → open invoice → Applied Debits → Remove14Create a debit-note refundRecord a refund against the debit note.Admin Area → Purchase → Debit Notes → open note → Refunds → New15Edit a debit-note refundUpdate refund amount, mode or note.Admin Area → Purchase → Debit Notes → open note → Refunds → Edit16Delete a debit-note refundRemove a refund record.Admin Area → Purchase → Debit Notes → open note → Refunds → Delete17Upload or remove a debit-note attachmentManage supporting files on a debit note.Admin Area → Purchase → Debit Notes → open note → Attachments18Generate a purchase debit-note PDFRender the debit-note PDF.Admin Area → Purchase → Debit Notes → open note → PDF19Send a purchase debit noteEmail the note and choose whether to attach its PDF.Admin Area → Purchase → Debit Notes → open note → Send20Create a vendor statementGenerate a statement from vendor purchasing records.Admin Area → Purchase → Debit Notes/Invoices → Statement21Generate a vendor statement PDFRender the statement PDF.Admin Area → Purchase → Statement → PDF22Send a vendor statementEmail the statement to selected recipients.Admin Area → Purchase → Statement → Send23Filter debit notesUse vendor/status/list filters.Admin Area → Purchase → Debit Notes24Troubleshoot debit-note applications or refundsCheck available balance, vendor match, invoice status, existing allocations and permissions.Admin Area → Purchase → Debit Notes → open note
Currency rates
Create, fetch, update and audit purchase currency rates and apply conversion values to documents.
Open connected topic →01Open Purchase currency ratesReview rates and logs.Admin Area → Purchase → Settings → Currency Rates02Create a purchase currency rateAdd a currency/prefix code and rate.Admin Area → Purchase → Settings → Currency Rates → New03Edit a purchase currency rateUpdate a stored rate.Admin Area → Purchase → Settings → Currency Rates → Edit04Delete a purchase currency rateRemove an unused rate.Admin Area → Purchase → Settings → Currency Rates → Delete05Fetch all purchase currency rates onlineUse the bulk online retrieval action.Admin Area → Purchase → Settings → Currency Rates → Get All Online06Fetch one purchase currency rate onlineRetrieve an online value for one rate.Admin Area → Purchase → Settings → Currency Rates → row action07Update Purchase currency-rate settingsSave the module rate-source/configuration options.Admin Area → Purchase → Settings → Currency Rates08Review purchase currency-rate logsOpen the rate update history table.Admin Area → Purchase → Settings → Currency Rates → Logs09Use a currency rate on a purchase documentSelect currency and verify the rate before adding lines.Admin Area → Purchase → request/quotation/order/invoice → Currency10Troubleshoot online currency-rate retrievalCheck network/provider response, currency code and existing settings.Admin Area → Purchase → Settings → Currency Rates
Reports, dashboard and analysis
Run purchase-order, import-goods, invoice, payable/receivable and type-based count/cost reports.
Open connected topic →01Run the imported-goods reportReview imported item quantities/costs.Admin Area → Purchase → Reports → Import Goods02Run the purchase-order voucher reportReview voucher-style purchase-order records.Admin Area → Purchase → Reports → PO Voucher03Run the purchase-order report tableReview purchase orders for the chosen period/filter.Admin Area → Purchase → Reports → Purchase Order Report04Run the purchase-invoice reportReview vendor invoices and payment status.Admin Area → Purchase → Reports → Purchase Invoice Report05Run purchase-order count analysisChart the number of purchase orders.Admin Area → Purchase → Reports → Number of Purchase Orders06Run purchase-order cost analysisChart purchase-order value.Admin Area → Purchase → Reports → Cost of Purchase Orders07Run payable and receivable analysisReview purchase payable/receivable output.Admin Area → Purchase → Reports → Payable/Receivable08Run purchase-order statistics by typeCompare count and cost grouped by PO type.Admin Area → Purchase → Reports → Statistics by Type09Filter Purchase reports by periodChoose month, year, custom date range or report-time option where exposed.Admin Area → Purchase → Reports10Filter Purchase reports by currencyChoose report currency and reconcile converted values.Admin Area → Purchase → Reports11Filter Purchase invoice reports by payment statusSelect Unpaid, Partially paid or Paid.Admin Area → Purchase → Reports → Purchase Invoice Report12Verify Purchase report totalsTrace a reported amount/count back to source transactions.Admin Area → Purchase → Reports and source records13Troubleshoot an empty Purchase reportCheck permission, date range, status, currency and source records.Admin Area → Purchase → Reports
Files, notes, comments and CRM links
Manage attachments, comments, notes, reminders, tasks, custom fields, projects, expenses and warehouse connections.
Open connected topic →01Download 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 download02Change a Purchase file statusUpdate the stored file status through the supplied action.Admin Area → Purchase → relevant record → Files → Status03Add a general Purchase noteCreate a note against a supported purchase record.Admin Area → Purchase → open record → Notes → Add04Review purchase-order notesOpen notes linked to an order.Admin Area → Purchase → Purchase Order → open order → Notes05Review purchase-contract notesOpen notes linked to a contract.Admin Area → Purchase → Contracts → open contract → Notes06Review purchase-invoice notesOpen notes linked to an invoice.Admin Area → Purchase → Invoices → open invoice → Notes07Add a Purchase commentCreate a comment on a supported preview/detail page.Admin Area → Purchase → open quotation/order/contract → Comments08Edit a Purchase commentUpdate a comment through the supported action.Admin Area → Purchase → open record → Comments → Edit09Remove a Purchase commentDelete a comment through the supported action.Admin Area → Purchase → open record → Comments → Delete10Use Purchase remindersCreate CRM reminders against supported purchase relations.Admin Area → Purchase → open supported record → Reminders11Use Purchase-related tasksCreate CRM tasks linked to supported purchase records.Admin Area → Purchase → open supported record → Tasks12Use Purchase custom fieldsCreate/apply custom fields for supported purchase relations.Admin Area → Setup → Custom Fields and Purchase record forms13Update purchase-order custom fieldsSave custom-field values on an order.Admin Area → Purchase → Purchase Order → open order → Custom Fields14Update purchase-invoice custom fieldsSave custom-field values on an invoice.Admin Area → Purchase → Invoices → open invoice → Custom Fields15Expose Purchase custom fields on supported PDF outputEnable the PDF option and populate supported custom fields.Admin Area → Purchase → Settings → Purchase Options16Use Purchase project tabsReview project-linked requests, orders and contracts.Admin Area → Projects → open project → Purchase tabs17Link a CRM expense to a vendorUse the vendor field added by Purchase Management to supported expense flows.Admin Area → Expenses → New/Edit → Vendor18Use optional Warehouse integration for returnsSelect warehouse information only when the Warehouse module integration is active.Admin Area → Purchase → Order Returns → Select Warehouse19Use relation-data lookups in Purchase formsAllow the module to load supported related record labels/links.Admin Area → Purchase → supported relation selector20Review Purchase activity logsUse record activity and CRM logs to verify changes.Admin Area → Purchase → open record → Activity / Utilities → Activity Log21Troubleshoot a missing Purchase attachmentCheck relation ID/type, file record, storage path, permission and portal hash.Admin Area or Vendor Portal → relevant record → Files
Automation, notifications, security and troubleshooting
Operate cron, email/SMS, recurring invoices, expiry notices and diagnose permissions, imports, totals and portal issues.
Open connected topic →01Understand the Purchase Management cron sequenceReview monthly numbering reset, recurring invoices, invoice-expiry notices and currency-rate retrieval.CRM Cron → Purchase Management hooks02Run the monthly purchase-order number resetAllow cron to reset numbering when the option is enabled.CRM Cron and Purchase → Settings → Purchase Options03Run recurring purchase-invoice creationAllow cron to create due recurring invoice instances.CRM Cron → Purchase recurring invoices04Run purchase-invoice expiry notificationsAllow cron to notify configured staff before expiry.CRM Cron and Purchase → Settings → Purchase Order Setting05Run scheduled purchase currency-rate retrievalAllow the configured rate update through cron.CRM Cron and Purchase → Settings → Currency Rates06Send a new-vendor welcome emailVerify the optional welcome message when a contact is created.Admin Area → Purchase → Vendors → Contacts and Purchase Options07Send new-vendor registration notificationsNotify selected staff by CRM notification/email/SMS options.Public Vendor Registration and Purchase Settings08Send a quotation emailVerify recipients, PDF option and SMTP delivery evidence.Admin Area → Purchase → Quotations → open quotation → Send09Send a purchase-order emailVerify vendor recipients, PDF/file choices and SMTP delivery.Admin Area → Purchase → Purchase Order → open order → Send10Send a purchase-contract emailVerify signer/recipients, PDF attachment and SMTP.Admin Area → Purchase → Contracts → open contract → Send11Send a purchase debit-note emailVerify recipients and attached PDF option.Admin Area → Purchase → Debit Notes → open note → Send12Send a vendor statement emailVerify statement period, recipient and output.Admin Area → Purchase → Statement → Send13Understand 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 actions14Understand Purchase Management SMS dependenciesUse configured CRM SMS gateways for enabled vendor registration/contract-sign events.Admin Area → Setup → Settings → SMS and Purchase Options15Apply least privilege to Purchase ManagementSeparate view-own, view, create, edit, delete, settings, reports and status-change capabilities.Admin Area → Setup → Roles and Purchase → Settings → Permissions16Protect vendor portal accounts and public linksUse active contacts, strong authentication, allowed statuses and controlled file/hash links.Vendor Portal and Admin Area → Purchase → Settings17Verify purchase totals before approvalCheck currency/rate, quantity, price, tax, discounts, shipping and linked payments.Admin Area → Purchase → open request/quotation/order/invoice18Troubleshoot a hidden Purchase menuCheck module activation and the user’s capability for the relevant feature.Admin Area → Purchase and Setup → Roles19Troubleshoot a Purchase permission denialCompare record ownership, view-own/view capability and dedicated status permission.Admin Area → Setup → Roles / Purchase Permissions20Troubleshoot a Purchase form validation errorComplete required header/line fields and satisfy enabled department/project conditions.Admin Area → Purchase → relevant New/Edit form21Troubleshoot a Purchase spreadsheet importUse supported XLSX structure, valid referenced values and the error file.Admin Area → Purchase → Items/Vendors → Import22Troubleshoot Purchase PDF outputCheck company details, logo, template, custom-field/tax/name/note/terms options and source data.Admin Area → Purchase → Settings and open record → PDF23Troubleshoot Purchase email deliveryCheck recipient email, global SMTP, template, attachment generation and application logs.Admin Area → Purchase → open record → Send24Troubleshoot Purchase SMS deliveryCheck gateway configuration, recipient phone and enabled event option.Admin Area → Setup → Settings → SMS and Purchase Options25Troubleshoot vendor portal visibilityCheck portal activation, contact/vendor status, visible PO statuses and manage-invoice/quotation options.Admin Area → Purchase → Settings and Vendor Portal26Troubleshoot Purchase currency conversionCheck selected currency, stored rate, online update response and line recalculation.Admin Area → Purchase → Settings → Currency Rates and source document27Troubleshoot Purchase approval workflowCheck related approval setting, approvers, permissions, current state and signatures.Admin Area → Purchase → Settings → Approval and open record28Troubleshoot Purchase recurring invoicesCheck recurrence fields, cron execution, source status and application logs.Admin Area → Purchase → Invoices and CRM Cron29Understand 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 hooks30Understand destructive Purchase data reset risksReview backups/retention and linked records before using reset_data.Admin Area → Purchase → Settings → Purchase Options → Reset Data31Run the Purchase Management production verification checklistVerify version, migrations, permissions, settings, vendor portal, controlled transactions, cron and reports.Admin Area → Purchase and Setup → Modules