Search Knowledge Base Articles

Purchase Permission

Users can access the modules based on their permission.

Admin: has unrestricted access to all the modules. You as an admin, can assign permission for role or specific employees.

Step 1. Go to Settings menu under Purchase module from the left sidebar.
Step 2. Select Permissions menu -> Click on the Add button.
Step 3. In the Add Permissions page, fill the following details:

- Role: if you choose a role, this set of permissions applies to all employees of the selected role.
- Staff name: if you choose staff, this set of permissions applies to select staff.
Step 4. Click Save button

To edit the details of an existing permission:

Step 1. Go to Settings menu under Purchase module from the left sidebar
Step 2. Select Permissions menu -> Select permission need to be edited and click Edit
Step 3. Make the necessary changes and click Save button

Step 1. Go to Settings menu under Purchase module from the left sidebar
Step 2. Select Permissions menu -> Select the permission need to be deleted and click Delete
Step 3. Confirm your selection in the following pop-up. The permission will be deleted.

Purchase Option Setting

Step 1. Go to Settings menu under Purchase module from the left sidebar.Step 2. Select Purchase O...
Unit Setting

Add New Units To add a new unit to your organization:Step 1. Go to Settings menu under Purchase mo...
Commodity Group Setting

This data will be used for the Commodity Group combo boxAdd New Commodity Group To add a new commo...
Sub Groups Setting

This data will be used for the Sub Group combo box in Add/Edit Item page. Add New Sub Group To add...
Approval Setting

Create approval workflows for types: Purchase request, Purchase Order, Quotation, Payment requests...