When this feature is enabled, a minimum approval amount is defined in the Purchase Settings. Purchase Orders below this amount can be confirmed directly by Purchase Users. However, if the total amount of a Purchase Order exceeds the defined minimum value, the Purchase User cannot confirm it immediately.

Instead, the system sends an approval request to a Purchase Manager. The Purchase Manager can then log in, review the Purchase Order details, and decide whether to approve or reject the request. Once the Purchase Manager approves the Purchase Order, it can proceed with the normal purchasing process.

2. Warnings - The warning feature helps inform about important information related to specific vendors or products during the purchasing process.

• Enables a feature that lets the system show alert messages during purchasing, we will start seeing extra fields on vendor and product. The warning is part of your company's internal control system it is intended to guide employees who create purchase order.
• This helps ensure that important information is noticed before the purchasing process  is made.

1. For vendor => go to contact and open one vendor and then on Note tab.
2. 

1. 2. For Product => go product and open one product and then on purchase tab.
2.   
3.   
4. 
   

3. Lock Confirmed Orders - Lock Confirmed Orders prevents users from modifying a Purchase Order after it has been confirmed. Once an order is sent to a supplier, changing quantities or prices may create confusion and errors.

• Confirmed Purchase Orders are automatically locked.
• Users cannot edit important information unless the order is unlocked by an authorized user( Manager).

   

After Activate the check box on purchase setting,

• Go to contact --> open a vendor --> go to sales & purchase tab --> then under PURCHASE you will find Receipt Reminder field --> then adjust as you want.
• 
  
• 

  

The purchase Agreements feature is used when a company wants to manage more structured purchasing processes instead of creating simple RFQs directly.

when you enable it: Purchase -> Configuration -> Settings -> Purchase Agreements, you will notice new Menus such as Purchase -> Orders ->Purchase Agreements.

1. Blanket Order - used for long-term purchasing agreements with a supplier. If your company agrees with a paper supplier 30000 notebooks for one year with fixed price and deliveries whenever needed.
   Instead of creating separate negotiations every month, you create one Blanket Order agreement and later generate multiple RFQs/releases from it. it is useful for
   • recurring Purchases
   • fixed-price contracts
   • long-term supplier relationships.

Then go to Purchase Order and select the vendor you have agreement with, it displays the Product and Unit price for that agreement, Quantity become zero to full our interest.

• NO vendor is selected initially.
• You create a Purchase Agreement listing the required items then send Requests for Quotation(RFQs) to multiple vendors.
• After receiving vendor responses, you select the best offer and confirm that quotation.
• Close RFQs after one vendor is chosen and the agreement is confirmed.

Steps to Add Multiple Vendors in Purchase Template

• go to the purchase Agreement and create a new agreement.
• select Agreement Type -> Purchase Template -> Add product and quantities.
• click Confirm, After confirmation
• click the button "New Quotation" or "Create RFQ".
• select the first vendor and save or send the RFQ.
• return again to the same Purchase Agreement.
• click "New Quotation" again.
• select another vendor.
  Repeat this for all vendors you want.

To see All Vendors

• Inside the Purchase Agreement form, you will see A Smart button like "RFQs/Orders"