View Categories

Purchase tab

image_print

To display the Purchase tab for an item, turn on the Purchased toggle.

 

The information provided here is used to facilitate the creation of purchase orders. When this item is added to a purchase order, the fields below are automatically used to populate the details.

  1. Purchase measure: minimum order quantity
  2. Total weight: unit weight defined in the General tab multiplied by the purchase measure
  3. Unit cost: cost for each unit
  4. Total cost: unit cost multiplied by the purchase measure
  5. Long description: if these fields are left blank, the descriptions in the General tab of the item will be used
  6. Update item unit costs on purchase order issues: when this option is active, the unit cost will be updated automatically with the purchase order cost.
  7. Use purchase order part number: when this option is active, the purchase order part number will be used on inventory.

 

This data represents the basic information of the item. It is also possible to define vendor-specific information by adding the vendor, following the steps in the next section.

 

Add a vendor #

You can associate one or more vendors with an item. Their information will be included in the order forms.

  1. In the menu on the left, click Items, click the item you want, and then click the Purchase tab.

  2. Click the + button next to Vendors.
  3. Fill in the requested information, including the following details :
    1. Custom unit. : when active, allows setting a custom unit name and a conversion factor to the item unit.
    2. Description: if left empty, will take the item description.
    3. Part number: if left empty, will take the part number of the item.
    4. Purchase increment: allows you to specify that the quantity ordered is always a multiple of a defined value. For example: if a vendor sells their water bottles only in packs of 12, then the quantity entered in the purchase order must be 12, 24, 36, etc.
    5. MOQ: minimum order quantity.
    6. List price: the base price of the item for this vendor.
    7. Configure volume discount: to apply discounted prices based on volume tiers.
  4. Once finished, you can exit the page. The information in this window is saved automatically.
  5. The next time you order this item from this vendor, the settings you have made here will be automatically included in the purchase order.
Scroll to Top