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xTuple QuickStart Wizard Product Guide |
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xTuple QuickStart Wizard Product Guide |
| 2. Purchasing Setup | ||
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 | Chapter 6. CRM |  |
Configure Purchasing ModuleThe Purchasing configuration allows you to enable several settings, such as the following:
Specify purchase order, voucher, and purchase request numbering methods.
Define default Purchase Order and Vendor options.
Enable Drop Shipments (commercial edition).
Enter Purchase Order TermsTerms are used to determine the billing terms for accounts payable (A/P) and accounts receivable (A/R).
Enter code and description.
Choose type.
Specify used in A/P.
Set days and other parameters of term.
Enter Vendor TypesVendor types are used to filter, sort, or simply identify each vendor's primary business in reports serving a number of different purposes.
Select to enter a vendor type.
Enter a Vendor Type name and description.
Enter VendorsA vendor, or supplier, is a supply chain management term meaning anyone who provides goods or services to a company.
Complete vendor number and description.
Select vendor type.
Enter contact information.
Enable EFT check printing, if applicable, on tab.
Enter Item SourcesItem sources are the parts or materials supplied by vendors.
Select the item number.
Enter the corresponding vendor number.
Complete item source details, such unit of measure (UOM), pricing, and manufacturer.
Additional information related to purchasing can be found on our website.
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| 1. Corporate Relationship Management Setup |  | 3. Sales Setup |