Purchase Management — Items, units, groups and vendor items
Manage purchase item masters, units, groups, subgroups, barcodes, attachments, imports and vendor mappings.
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