Purchase Document Configuration and Notification Settings

Feature Description

Purchase Order, Bill, and Vendor Credit Settings:Customize how document numbers are auto-generated using prefixes, separators, and digit formatting for consistency and easy tracking.

Terms and Conditions:Standard legal or operational clauses automatically appended to every purchase document.

Email Notification Settings:Allows admins and relevant roles to receive alerts for purchase-related activities—ensuring transparency and timely updates.

Example

1. Purchase Order Settings

Example

Field	Value	Example
Purchase Order Prefix *	PO	PO#001
Purchase Order Number Separator	#	PO#001
Purchase Order Number Digits	3	1
Purchase Order Number Example	—	PO#001

2. Purchase Bill Settings

Example

Field	Value	Example
Purchase Order Prefix *	PO	PO#001
Purchase Order Number Separator	#	PO#001
Purchase Order Number Digits	3	1
Purchase Order Number Example	—	PO#001

3. Vendor Credit Settings

Example

Field	Value	Example
Vendor Credit Prefix *	VC	VC#001
Vendor Credit Number Separator	#	VC#001
Vendor Credit Number Digits	3	1
Vendor Credit Number Example	—	VC#001

4. Terms and Conditions

Field Description
Terms and Condition Define standard terms to be included in all purchase-related documents like orders, bills, and vendor credits.

5. Purchase Notification Settings

Email Notification Options

Example

Notification Event	Enabled	Action
New Purchase Order	☑️	[Edit]
New Purchase Bill	☑️	[Edit]
Admin Notification – New Vendor Payment	☑️	[Edit]
Update on Vendor Payment	☑️	[Edit]
Vendor Credit Issued	☑️	[Edit]
New Purchase Inventory Added	☑️	[Edit]

You can enable/disable email alerts for each event individually or apply “Select All”.