Step-by-Step Guide to Configuring Purchase and Notification Settings in Your Dashboard

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

• Navigate to the left sidebar of the dashboard.
• Locate and click on the "Settings" link.
• This action will direct you to the settings configuration page for further adjustments.

Note: Ensure you are logged in to access the settings.

STEP 2: Click on "Purchase Settings"

• Navigate to the "Purchase Settings" option in the sidebar menu.
• Click on the "Purchase Settings" link to access the relevant configuration options.
• Ensure to review all required fields marked with an asterisk (*) in the settings form.
• Proceed to the next step by selecting "Purchase Notification Settings" for further configurations.

STEP 3: Select "Purchase Notification Settings"

• Click on the "Purchase Notification Settings" tab to access the relevant configuration options.
• Fill in the required fields:
  • Purchase Order Prefix (*)
  • Bill Order Prefix (*)
  • Vendor Credit Prefix (*)
• Specify separators and number digits for each order type.
• Review examples provided for clarity.
• Click Save to apply your settings.

STEP 4: Select Email Notification Settings

• Click on the "Email Notification Settings" section.
• Review the options available:
  • Select All
  • New Purchase Order
  • New Purchase Bill
  • Admin New Vendor Payment
  • Update New Vendor Payment
  • Vendor Credit
  • New Purchase Inventory
• Ensure your preferences are checked.
• Proceed to the next step by clicking the "Save" button.

STEP 5: Click on "Save" to Confirm Email Notification Settings

• Ensure all desired email notification options are selected.
• Locate the Save button highlighted in red.
• Click the Save button to apply your changes.
• Verify that a confirmation message appears, indicating successful saving of settings.