Setup

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Setup

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The Purchasing Module enables purchase orders to be created on the handheld device and sent through to the Desktop Administrator for export to the Accounting System.  It is available with Mobileezy Enterprise.

There are a number of profile and system settings that must be configured to enable the Purchasing Module to function on the Mobileezy Handheld App and Desktop Order Entry System.  This topic details how to complete the setup.

You will need to configure both system and profile settings to enable the purchasing module.

Configuring System Settings        Configuring System Settings

There are two system settings that must be configured for the purchasing module to function:

Setting Name

Setting Type

Description

Value

Required?

Default Purchase Customer

System Setting

The default 'Bill To' customer to be used in Purchase Orders.

Your company name

Yes

Default Purchase Tax Code

System Setting

The default tax code used for purchased items

User Defined

Yes

Configuring Profile Settings        Configuring Profile Settings

There are four profile settings required to enable purchasing to function on the Mobileezy Handheld App

Setting Name

Setting Type

Description

Value

Required?

Allow Purchases

Profile General Setting

Enables creation of purchase orders on the handheld.

Yes

Yes

Allow Sales

Profile General Setting

Enables the purchasing tab on the handheld.

Yes

Yes

Allow Supplier Cards

Profile General Setting

Enables supplier cards to be available on the handheld

Yes

Yes

Purchase Order

Sales Types

The Purchase Order transaction type

Yes

Yes

Allow Edit Tax Code

Profile General Setting

Allows the item tax code to be edited in Desktop Order Entry System.

Yes (if Desktop Order Entry System is enabled)

No

 

Note:  To display the Purchase tab instead of the Sales tab on the handheld, remove all sales types other than Purchase Order from the user profile.

See Also

System Settings

Profile Settings