There are a number of settings that can be configured that add or change functionality, or affect how sales orders behave.
The purchase settings can be found at Settings > Purchases > Purchase settings.
Activate landed costs
Enabling landed costs gives you access to the landed costs module. Learn more about landed costs here.
Default cost price list
Set the default cost price list. This price list will be automatically assigned to all new vendors, and will be used as the cost price list on sales orders.
Always use asset nominal code for inventory items on purchase orders?
Setting this to "Yes" means when stock tracked items are added to purchase orders, you will not be able to edit the account code on the purchase order row. The code will always be set to the product's inventory/stock code as defined on their product record.
This ensures accounting is correct.
Set it to "No" if you need to edit the account codes on purchase order rows.
Require a channel when saving purchases
Set to "Yes" if you need all purchase orders and credits to be associated with a channel.
Default lead time (days)
Set the default lead time in days to calculate the delivery date of purchase orders. The default lead time will be used when the vendor has no lead time set.
Show bundle contents on PO print/email?
Set this setting to "Yes" to display bundle contents on the template when you click "Email/Print" on a purchase order.
Show list and discount columns on order edit screen
If enabled, purchase orders will display two extra columns: list price and discount %
List price lists the price of the product on the price list assigned to the purchase order, while discount % displays a percentage discount. The percentage discount will be applied to the list price to end up with a final price in the 'Price' column.
Warning: Once this functionality has been enabled and a discount has been applied on a purchase, it cannot be disabled.
When receiving an invoice on a drop-ship order, automatically mark the order as shipped?
When this setting is enabled, invoicing a drop-ship purchase order will automatically mark all rows on the purchase order as shipped.
When it's disabled, drop-ship purchase orders will display an additional button titled "Mark as shipped". This button can be used to mark the drop-ship purchase as shipped without invoicing it.
When receiving a purchase order created from a batch of sales orders, automatically allocate stock to the parent orders?
Enable this setting to automatically allocate stock received on a purchase order to its parent sales order, if the purchase was cloned from a sale.
Limit product selection to assigned items only?
Enable this setting if you only want to be able to search for products assigned to a purchase order's vendor when adding items to purchases.
Update prices on default cost price list when receiving a purchase invoice?
Enable this setting to control whether the "Update prices on default cost price list" option, present when invoicing a purchase order, is checked or unchecked by default.
Purchase order statuses and workflow
In addition to the above there are also several options which govern the status of a purchase order as it reaches different stages of processing:
- New purchase order status
- When purchase order is placed, set status to
- When invoice is received, set status to
- Create back orders on status
- Vendor (supplier) acknowledged status (portal)
- Vendor (supplier) shipped status (portal)
- New purchase credit status
- Purchase credited status