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.
01Purchase Management module overviewFollow procurement from vendor and item setup through requests, quotations, orders, delivery, contracts, invoices, debit notes, returns, payments and reports.Admin Area → Purchase02Install 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 → Activate03Verify Purchase Management revision 179Confirm the supplied module version and internal revision before documenting or troubleshooting an upgrade.Admin Area → Setup → Modules → Purchase Management04Verify the minimum CRM requirementConfirm CRM 2.3.* or later is present before activation.Admin Area → Setup → Modules and server diagnostics05Run Purchase Management migrations 101 through 149Allow the module lifecycle to apply its sequential migration set.Admin Area → Setup → Modules → Purchase Management → upgrade/activate06Open the Purchase dashboardUse the module landing page and purchase-order dashboard table.Admin Area → Purchase07Understand 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 → Purchase08Open Purchase ItemsManage item masters available to purchasing.Admin Area → Purchase → Items09Open Purchase VendorsManage vendor companies and contacts.Admin Area → Purchase → Vendors10Open Vendor ItemsMap purchase items to one or more vendors.Admin Area → Purchase → Vendor Items11Open Purchase RequestsCreate and manage internal purchase requisitions.Admin Area → Purchase → Purchase Request12Open Purchase QuotationsManage vendor quotation records and RFQ responses.Admin Area → Purchase → Quotations13Open Purchase OrdersCreate and manage approved vendor orders.Admin Area → Purchase → Purchase Order14Open FAF RequestsManage Financial Approval Form requests.Admin Area → Purchase → FAF Request15Open Order ReturnsManage purchase-return orders and refunds.Admin Area → Purchase → Order Returns16Open Purchase ContractsManage vendor contracts and signatures.Admin Area → Purchase → Contracts17Open Purchase Debit NotesManage vendor debit notes, applications and refunds.Admin Area → Purchase → Debit Notes18Open Purchase InvoicesManage vendor invoices and payments.Admin Area → Purchase → Invoices19Open Purchase ReportsRun purchasing analysis and report tables/charts.Admin Area → Purchase → Reports20Open Purchase SettingsConfigure numbering, options, units, approvals, groups, vendor categories, permissions, returns and currency rates.Admin Area → Purchase → Settings21Deactivate Purchase Management safelyDisable the module after reviewing vendor, financial, file and portal dependencies.Admin Area → Setup → Modules → Purchase Management → Deactivate22Understand 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 folders23Understand 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