Comprehensive Guide to Customizing Purchase Settings: A Step-by-Step Checklist

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

• Click on the Settings link located in the sidebar menu.
• This action will direct you to the configuration options for your account.
• Ensure to review all available settings for customization.
• Look for any fields marked with an asterisk (*) as they are required inputs.

STEP 2: Click on "Purchase Settings" to Access Purchase Configuration

• Click on the "Purchase Settings" link in the left sidebar to access the purchase configuration options.
• Ensure you are on the Company Settings page to view relevant fields.
• Look for required fields marked with an asterisk (*) for completion.
• Proceed to the next step to enter the Purchase Order Prefix.

STEP 3: Enter Purchase Order Prefix

• Click on the "Purchase Order Prefix" field.
• Input the desired prefix (e.g., "PO").
• Note that this field is mandatory (indicated by the asterisk '*').
• Ensure the prefix aligns with your organization's naming conventions.
• Proceed to the next step by entering the "Bill Order Prefix".

STEP 4: Enter Bill Order Prefix

• Click on the Bill Order Prefix field (marked with an asterisk * for required input).
• Input the desired prefix for bill orders (e.g., "BL").
• Ensure to fill in any other required fields in the form.
• After completing the necessary fields, click Save to apply your changes.

STEP 5: Enter Vendor Credit Prefix

• Click on the Vendor Credit Prefix field (marked with a red border).
• This field is required (indicated by the asterisk '*').
• Input the desired prefix for vendor credits (e.g., "VC").
• Ensure to follow the format as per your organization's guidelines.
• After entering, proceed to the next step by clicking on the Save button.

STEP 6: Click Purchase Order Number Separator

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

STEP 7: Enter Bill Order Number Separator

• Click on the highlighted area labeled "Bill Order Number Separator."
• This field is used to specify the separator for bill order numbers (e.g., #).
• Ensure that you fill in any required fields marked with an asterisk (*).
• Review the examples provided for clarity on formatting.
• After entering the separator, proceed to the next step.

STEP 8: Enter Vendor Credit Number Separator

• Click on the "Vendor Credit Number Separator" field.
• Enter the desired separator character (e.g., #).
• Ensure that the separator aligns with your organization's formatting standards.
• Proceed to the next step by entering the "Purchase Order Number Digits".

STEP 9: Enter Purchase Order Number Digits

• Click on the Purchase Order Number Digits field highlighted in red.
• Ensure to enter the required number of digits for the purchase order.
• Review other fields for any additional inputs marked with an asterisk (*).
• After entering the digits, proceed to the next step by clicking on the relevant button.

STEP 10: Enter Bill Order Digits

• Click on the "Bill Order Digits" field highlighted in red.
• Input the number of digits required for the Bill Order.
• Ensure that the field is filled as per your organization's requirements.
• Review other related fields for consistency, such as "Bill Order Number Separator."
• Save your changes to finalize the settings.

STEP 11: Enter Vendor Credit Number Digits

• Click on the "Vendor Credit Number Digits" field.
• Enter the desired number of digits (e.g., 3).
• Ensure that the input meets any specified requirements (indicated by an asterisk).
• Review other fields for completeness before proceeding to the next step.

STEP 12: Enter Terms and Conditions

• Click on the "Terms And Condition" section highlighted in red.
• Fill in the required information in the text area provided.
• Ensure all mandatory fields marked with an asterisk (*) are completed.
• Review your entries for accuracy before proceeding.
• Next, click on the "Save" button to finalize your settings.

STEP 13: Click on "Save" to Finalize Settings

• Ensure all required fields are filled, marked with an asterisk (*).
• Review the "Terms and Conditions" section for any necessary input.
• Click the Save button at the bottom of the form to save your settings.
• Confirm that a success message appears to indicate successful saving.