Purchase Management — Settings, numbering, PDFs and vendor-portal options
Configure prefixes, next numbers, PDF identity, company details, vendor portal, terms and purchase behaviour.
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