Purchase Settings

Section: Purchase Management
URL: /admin/purchase/mysetting
Page title: (2) Setări (Setări generale)

Overview

Global configuration for the Purchase module — numbering, default vendor terms, approval thresholds.

Business value

Global procurement-module configuration: numbering, default vendor terms, approval thresholds, currencies. Set policy once, enforce everywhere.

• Who uses it: Procurement director, finance, IT admin
• Key benefit: Consistent procurement policy across the entire organisation.

Typical use cases:

• Set the approval threshold above which POs route to a director
• Enforce default payment terms for new vendors

At a glance

Accessing this module

From the admin sidebar, navigate to Purchase Settings, or open the URL directly:

/admin/purchase/mysetting

List view

The list view shows existing purchase settings records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Purchase Settings from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Procurement Groups

URL: /admin/purchase/procurement_groups

Procurement groups are logical labels attached to catalog items to cluster them by purchasing category — for example "Raw Materials", "Office Supplies", or "IT Hardware". They drive filtering and reporting in the purchase workflow and can be used to enforce category-specific approval rules.

Key actions:

• View all groups — navigate to /admin/purchase/procurement_groups to see the full list.
• Create a group — click Add, enter a name and optional description, and save.
• Edit a group — click a row to open the inline edit form; changes propagate immediately to all items tagged with that group.
• Delete a group — blocked when any catalog item still references the group; re-tag items first.
• Assign a group to an item — open the item record in the catalog and select the procurement group from the dropdown.

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/purchase/mysetting