Skip to main content

Purchase

Where: Settings › Generic Settings › Purchase and Other Payment › Purchase

Warn if inventory exceeds maximum?​

Choices: No / Yes, base on For Locations: "Inventory + Current Transactions Total Qty" / Yes, base on For Locations: "Projected Inventory + Current Transactions Total Qty"

When you save, CIRMS checks each product against its maximum for the transaction's location (products with no maximum are skipped):

  • No: no check.
  • Yes, base on For Locations: "Inventory + Current Transactions Total Qty": warns if the stock on hand plus this transaction's quantity is above the maximum.
  • Yes, base on For Locations: "Projected Inventory + Current Transactions Total Qty": the same, using projected inventory (including stock already ordered or requested).

The warning lists the products (you can download the list) and you choose whether to continue.

Affects: Purchase Order

Auto-print after Save?​

Choices: Yes / No

  • Yes: right after you save or approve a transaction in this module, CIRMS opens the print preview with the template chosen in the next setting. If Enable Printing of Transactions Only When Approved is on, it only prints when the transaction is approved.
  • No: nothing prints automatically; use the print button when you need it.
  • Approve and Print always prints (for users allowed to approve and print), whatever this setting says.

Auto-print only works for users with the module's print permission, and each auto-print counts toward the print preview limit set in Transaction Preferences.

Affects: Purchase Order

Set the default printout template for this transaction module​

Choices: Choose from a list

The printout template used by auto-print and by Approve and Print in this module. The list shows the templates made in Printout Template for this module.

Affects: Purchase Order

Enable transaction reminder popup for products with pending remaining order qty's to inbound. — Set duration # of days of checking previous transactions for product's with pending order qty's​

Choices: No / Yes, from any supplier / Yes, within same supplier

Helps avoid ordering the same product twice. When you save a purchase order:

  • No: no reminder.
  • Yes, from any supplier: CIRMS lists earlier purchase orders (within the number of days set here) that still have quantities not yet received for the same products, from any supplier.
  • Yes, within same supplier: the same, only for purchase orders to this supplier.

You can review them before continuing.

Affects: Purchase Order, Stock Requests (From Other Branches), Stock Requests (To Other Branches)

Auto input product Quantity and UOM base on History?​

Choices: No / UOM Only, base on product's Last Transaction / UOM Only, base on supplier history / UOM Only, base on product's supplier MOQ / QTY and UOM, base on product's Last Transaction / QTY and UOM - base on supplier history / QTY and UOM, base on product's supplier MOQ

When you add a product to the transaction, CIRMS can fill in the unit (and quantity) for you:

  • No: the product's default unit, quantity left for you.
  • UOM Only, base on product's Last Transaction: the unit is taken from the product's last transaction, from this supplier's history, or from the supplier's minimum order quantity (MOQ) setup.
  • QTY and UOM, base on product's Last Transaction: the same sources, but the quantity is filled in too.

You can still change the values on the row.

Affects: Product, Supplier, Purchase Order

TEST SITE