8. Purchase Management

• 8.1. Introduction to Purchase Management
  • 8.1.1. Use Case:
• 8.2. Purchase Management Workflow
• 8.3. Marking a Request as Purchase
• 8.4. Creating a Purchase Order
  • 8.4.1. Creating a PO from a Request
  • 8.4.2. Creating a PO from Purchase List View
• 8.5. Purchase List View
• 8.6. Assigning a Purchase Order
  • 8.6.1. Assigning from Purchase List View
  • 8.6.2. Assigning from Create a Purchase Order Page
• 8.7. Searching Purchase Orders
  • 8.7.1. Search bar
    • 8.7.1.1. Custom filters
  • 8.7.2. Using filters
• 8.8. Purchase Order Details View
  • 8.8.1. Open Purchase Order Details View
• 8.9. Editing Purchase Order Details
  • 8.9.1. Open Edit a Purchase Order Page
  • 8.9.2. Filling Purchase Order Details
  • 8.9.3. Viewing Purchase Order Details
• 8.10. Printing a Purchase Order
• 8.11. Cancelling a Purchase Order
• 8.12. Archiving (Deleting) a Purchase Order
• 8.13. Viewing Audit Trail of a Purchase Order
• 8.14. Creating Relationships in a Purchase Order
• 8.15. Adding Attachments to a Purchase Order
• 8.16. Purchase Order Notifications
  • 8.16.1. Sending a Notification
  • 8.16.2. View Notifications sent to Vendor
  • 8.16.3. Pre-defined Purchase Module Notifications
• 8.17. Different Stages in a Purchase Order
  • 8.17.1. Open Stage
  • 8.17.2. Approval Stage
  • 8.17.3. Order Stage
  • 8.17.4. Receive Stage
  • 8.17.5. Payment Stage
  • 8.17.6. Review
• 8.18. Asset Reconciliation
  • 8.18.1. Manual Reconciliation of Assets
  • 8.18.2. Auto Reconciliation of Assets
• 8.19. Purchase Order Templates
  • 8.19.1. Create PO Template
• 8.20. GL Code
  • 8.20.1. Adding a GL Code
• 8.21. Currency
  • 8.21.1. Adding a Currency
• 8.22. Cost Center
  • 8.22.1. Adding a Cost Center
• 8.23. Purchase Custom Fields
• 8.24. Purchase Management Custom Rules