Purchase
Item Types for Purchase Payment Terms Discounts
Description: This setting defines the default item types eligible for discounts during the bill payment stage, based on payment terms.
Setting: Choose from the options in the dropdown.
Vendor Request Date Mandatory
Description: This setting makes the vendor request date mandatory in purchase orders before saving.
Setting: Toggle to enable the setting as per your preference.
Goods Receipt Notification for Purchase Orders
Description: This setting sends a notification to the purchase order source when goods are received via Close ASN or Quick Receive function.
Setting: Toggle to enable the setting as per your preference.
Goods Received Notification Type
Description: This setting allows users to specify the type of notification sent upon goods receipt. Options include Email and Internal Notification.
Setting: Select from the options given in the setting dropdown.
Additional Email Notification On Goods Receipt
Description: This setting allows users to send additional notifications for goods received to specified email addresses.
Setting: Enter the comma-separated emails to send additional notifications on goods received.
Purchase Price Calculation Logic
Description: This setting allows users to choose the method for displaying purchase prices in Purchase Orders. Users can select one of two calculation logics:
Standard Unit Price - Discount %: Displays the purchase cost as the difference between the standard unit price and the discount percentage. Formula: ((Standard Unit Price - Standard Unit Cost) * 100 / Standard Unit Price).
Standard Unit Cost: Fetches the purchase cost directly from the standard unit cost and sets the discount percentage to zero.
Setting: Select from the options given in the setting dropdown.
Allow Duplicate Vendor Bill Numbers in the Bill
Description: This setting allows users to input duplicate Vendor Bill numbers per vendor in the Bills module.
Use caution to avoid unintentional duplication and ensure accurate records
Setting: Toggle to enable the setting as per your preference.
Enable Vendor Mapping Price Use in Purchase Modules
Description: When enabled, this setting fetches item prices from Item Vendor Mapping price instead of the standard unit cost in purchases.
Setting: Toggle to enable the setting as per your preference.
Bill Payment Email Confirmation
Description: By enabling this setting, the system will automatically send a confirmation email to the vendor upon bill payment. Users can customize the email content using the email templates module to meet specific business requirements.
Setting: Toggle to enable the setting as per your preference.
Payment Methods for Bill Payment Confirmation Email
Description: This setting allows users to specify the payment method(s) applicable for sending email confirmations for bill payments. If no specific payment methods are selected, all payment methods will be eligible for email confirmation.
Setting: Select the desired option from the given field dropdown menu.
Auto Release Purchase Order
Description: If enabled, this setting will automatically release the purchase order as soon as it is created.
Setting: Toggle to enable the setting as per your preference.
Create Expense Bills in Item Reconciliation
Description: This setting allows users to create expense bills directly within the Item Reconciliation feature for inventory expenses like shipping, freight, customs, or duty incurred during the receipt of goods, instead of accruing liability.
Setting: Toggle to enable the setting as per your preference.
Email Notifications for Item Receipts
Description: This setting allows users to send notifications for manually created item receipts within the system.
Setting: Specify comma-separated email addresses to receive these notifications.
Enable Bill Date Validation
Description: When this setting is turned on, the system ensures that the date on a bill cannot be set earlier than the item receipt date. This helps maintain accurate and chronological records, ensuring bills are associated with the correct item receipt dates.
Setting: Toggle to enable the setting as per your preference.
Enable Import Duty Calculations
Description: When this setting is toggled on, it enables the ability to calculate import duties based on criteria defined in the "Import Duty Calculations" module. This setting will enable the import duty features in purchase modules, including purchase orders, item receipts, and bills.
Setting: Toggle this setting to activate the import duty calculations for items.
Auto Allocate Linked Sales Orders When Stock is Received
When this setting is enabled, linked sales orders are automatically allocated as soon as stock is received. The allocation is facilitated through the generation of pick waves. Users can specify the preferred wave allocation type: Full Orders Only, Full Quantity Lines Only, or Allocate Available Quantity
Setting: Choose the preferred option from the dropdown menu provided.
Send email notifications when PO linked sales orders are auto-waved
Description: When this setting is enabled, the system will send email notifications to the Sales Rep, the Customer, or both (depending on the selection made) when the linked Purchase Order (PO) is received, and the linked Sales Order (SO) is waved.
Setting: Choose the recipients for the email notifications from the dropdown menu provided.
Linked Orders Stock Availability Notification Type
Description: When this setting is enabled, the system will send either internal notifications to the sales rep assigned to the sales order or additional email addresses specified in the app configs when stock is received for a purchase order (PO) linked to a sales order (SO) or manufacturing order (MO). Notification types include Internal Notification (Sales Rep), Email (Sales Rep), and Email (Additional Emails).
Setting: Choose the preferred option from the dropdown menu provided.
Linked SO Stock Availability Notification - Additional Emails
Description: When this setting is activated, the system will automatically send additional email notifications to the email addresses specified in the app configuration when a Purchase Order (PO) linked to a Sales Order (SO) is received.
Setting: Choose the preferred option from the dropdown menu provided.
Linked MO Stock Availability Notification - Additional Emails
Description: When this setting is activated, the system will automatically send additional email notifications to the email addresses specified in the app configuration when a Purchase Order (PO) linked to a Manufacturing Order (MO) is received.
Setting: Choose the preferred option from the dropdown menu provided.
Enable Store Update for Released PO
Description: This setting allows users to update the store when a Purchase Order is in open or released status.
Setting: Toggle this setting to enable store change after saving the Purchase Order.
Enable PO Approval Workflow
Description: This configuration enables the PO approval workflow, enforcing restrictions on actions such as releasing a PO or generating ASNs, etc until approved by authorized users, and activates modules like PO Approval Rule and PO Approval Request to manage the approval workflow.
Setting: Toggle this setting to enable PO Approval Restriction.
PO Approval Workflow Restricted Actions
Description: This setting allows users to specify which actions are restricted in the PO approval workflow.
Setting: Choose the preferred option from the dropdown menu provided.
Enable Pricing Rules In Purchase Modules
Description: Enabling this setting activates pricing rules within the purchase modules, including Purchase Orders (PO), Item Receipts (IR), and Bills
Setting: Activate this setting by toggling the button to enable pricing rules in the purchase modules.
Shipping Cost Type for Expense Bills
Description: When creating shipping expense bills from the invoice, the system will utilize the selected shipping cost type as the expense line on the resulting bill. The options available for selection are Shipping Cost and Carrier Cost.
Setting: Toggle this setting to specify the shipping cost type to be used as the expense line on the generated bill.
Restrict Payments for Unapproved Bills
Description: Enabling this setting requires bills to be approved before payments can proceed. Bills are initially generated with a status of "Waiting for approval."
Setting: Activate this setting by toggling the button to restrict payment for Unapproved Bills.
Enable Purchase Ratio for Product Variants
Description: When activated, this setting enables the Purchase Ratio feature within the advanced variant finder. This allows users to define how quantities should be distributed among product variants during order creation.
Setting: Activate this setting by toggling the button to enable Purchase Ratio for Product Variants.
Direct Bill Creation on ASN Close
Description: Enabling this setting allows users to create a bill directly when closing an ASN, bypassing the need to create an item receipt first.
Setting: Activate this setting by toggling the button.
Allow Duplicate Phone Numbers in Vendors
Description: When this setting is enabled, users can input duplicate phone numbers for vendors.
Setting: Activate this setting by toggling the button to allow duplicate phone numbers.
Vendor Email Notification on ASN Arrival
Description: When activated, an automated email notification is sent to the vendor, informing them that an Advanced Shipping Notice (ASN) has been marked as arrived within the system from the Shipment Info options
Setting: Activate this setting by toggling the button.
Customer Email Notification on Return ASN Close
Description: When enabled, the system automatically generates and sends an email notification to the customer when a Return Advanced Shipping Notice (Return ASN) is closed.
Setting: Activate this setting by toggling the button.
Auto Apply Purchase Order Linked Vendor Prepayment(s) On Bill
Description: If this setting is enabled, it will automatically apply the linked purchase order vendor prepayment to the bill.
Setting: Enable or disable the app config.
Auto Allocation Type for Allocating Sales Orders on Purchase Order Receiving
Description: This setting determines how the system handles the automatic allocation of sales orders when inventory is received against a purchase order. It enables businesses to define whether and how received inventory is allocated to fulfill pending sales orders.
Allocation Behavior: Based on the selected option, the system can:
Do Not Allocate: No automatic allocation occurs; users manually allocate received items to sales orders.
Same Store Only: Automatically allocates received inventory to sales orders within the same store. The allocation respects the "Auto Lock Partially Allocated Sales Order" flag to ensure partially fulfilled orders are managed appropriately.
Same Store and Inter-Store (Transfers): Automatically allocates inventory to unallocated sales orders both within the same store and for other stores. For other stores, inter-store transfers are created to fulfill orders.
Setting: Select the desired allocation type from the dropdown:
Do Not Allocate
Same Store Only
Same Store and Inter-Store (Transfers)
Send Vendor Prepayment Confirmation Receipt
Description: This setting enables the system to send a prepayment confirmation receipt to vendors when a prepayment is made. It ensures vendors are promptly informed of payments, enhancing transparency and vendor relationships.
Prepayment Notification: When enabled, the system generates and sends a prepayment receipt to the vendor via email or other configured communication channels.
Customizable Activation: This feature can be toggled on or off based on the business’s operational preferences.
Setting: Toggle the setting on to activate this feature.
Allow Optional Item Number in Item Vendor Mapping Module
Description: This setting determines whether the Item Number field is mandatory in the Item Vendor Mapping module. When enabled, the field becomes optional, allowing users to create vendor-item mappings without specifying an item number.
Flexible Item Mapping: This setting allows users to create vendor mappings for scenarios where the item number may not be applicable or is unknown at the time of setup.
Optional Field: If enabled, the Item Number field is no longer mandatory, simplifying data entry in cases where the vendor relationship or general terms are being established prior to item-specific details.
Setting: Toggle the setting on to make the Item Number field optional.
Enable Vendor Address Update from Purchase Order, Item Receipt and Bill modules
Description: If this setting is turned on, the system provides an option to update the default address of the vendor directly from the Purchase Order, Item Receipt and Bill modules when editing the vendor address in these modules. Once updated, the address will automatically reflect in the vendor details.
Setting: Enable or disable the app config.
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