Complete Guide to Configuring Purchase Settings: Step-by-Step Instructions for Effective Order Management

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link to open the settings menu.
• Ensure you are on the Dashboard page for proper access.
• After clicking, proceed to the next step to access Purchase Settings.

STEP 2: Click on "Purchase Settings"

• Navigate to the "Purchase Settings" option in the sidebar menu.
• Click on the highlighted "Purchase Settings" link to access the relevant configuration options.
• Ensure you have the necessary permissions to modify settings in this section.
• Review the available settings and make adjustments as needed.

STEP 3: Select "Purchase Settings"

STEP 4: Enter "Purchase Order Prefix"

• Click on the "Purchase Order Prefix" field (marked with an asterisk * for required input).
• Input the desired prefix (e.g., "PO").
• Ensure the prefix aligns with your organization's naming conventions.
• Review other fields for additional settings related to purchase orders.

STEP 5: Enter "Purchase Order Number Separator"

• Click on the "Purchase Order Number Separator" field highlighted in red.
• Ensure to input the desired separator (e.g., "#").
• Review other fields for required inputs marked with an asterisk (*).
• Proceed to the next step by entering "Purchase Order Number Digits."

STEP 6: Enter "Purchase Order Number Digits"

• Click on the "Purchase Order Number Digits" field highlighted in red.
• Input the desired number of digits for the Purchase Order Number.
• Ensure to fill any required fields marked with an asterisk (*).
• Review other related fields for consistency before saving.

STEP 7: Enter "Bill Order Prefix"

• Click on the highlighted area labeled "Bill Order Prefix" (marked with a red border).
• Ensure to fill in the required field, indicated by the asterisk (*).
• This prefix will be used for bill orders, so choose an appropriate value.
• After entering, proceed to the next step to enter the "Bill Order Number Separator."

STEP 8: Click "Bill Order Number Separator"

• Navigate to the Purchase Settings section.
• Locate the Bill Order Number Separator field highlighted in red.
• Click on the field to enter the desired separator (e.g., #).
• Ensure to fill in any required fields marked with an asterisk (*).
• Proceed to the next step to enter Bill Order Digits.

STEP 9: Enter Bill Order Digits

• Click on the "Bill Order Digits" field highlighted in red.
• Input the desired number of digits for the Bill Order.
• Ensure that the field is filled according to your billing requirements.
• Review other related fields like "Bill Order Number Separator" for consistency.
• After entering, proceed to the next step by filling in the "Vendor Credit Prefix."

STEP 10: Enter Vendor Credit Prefix

• Click on the "Vendor Credit Prefix" field (marked with an asterisk * for required input).
• Input the desired prefix for vendor credits (e.g., "VC").
• Ensure the prefix aligns with your organization's naming conventions.
• Proceed to the next step by entering the "Vendor Credit Number Separator."

STEP 11: Enter Vendor Credit Number Separator

• Click on the "Vendor Credit Number Separator" field.
• Ensure to input the desired separator (e.g., #).
• Note: The field is marked with an asterisk (*), indicating it is required.
• Proceed to the next step to enter "Vendor Credit Number Digits."

STEP 12: Enter Vendor Credit Number Digits

• Click on the Vendor Credit Number Digits field.
• Ensure to enter the desired number of digits for the vendor credit number.
• Review other fields for any required inputs marked with an asterisk (*).
• After filling in the necessary information, proceed to the next step.

STEP 13: Click on "Terms And Condition" Field

• Locate the "Terms And Condition" field highlighted in red.
• Click on the field to activate it for input.
• Enter the relevant terms and conditions as needed.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Proceed to the next step by clicking the "Save" button.

STEP 14: Click on "Save" Button to Finalize Changes

• Ensure all required fields (marked with *) are filled out.
• Review the "Terms And Conditions" section for accuracy.
• Click the Save button located at the bottom of the form to save your settings.
• Confirm that a success message appears to indicate the changes have been saved.