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Purchase

How to Configure Purchase Settings

1 min read 66 words

Overview

Settings

Purchase Settings control approval rules, numbering, and options that appear across requests, POs and invoices.

Steps

  1. Go to Purchase > Settings (/admin/purchase/setting).
  2. Review approval settings so the right staff sign off on requests and orders.
  3. Set prefixes and any company-specific purchase options.
  4. Save each tab before using the module day to day.

Tips

  • Align approval levels with your spending limits before going live.

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