How to Create, Edit and Delete Purchaser

How to Create, Edit and Delete Purchaser

Overview: 

Purchasers is a form where you can maintain Company's Purchasers, a person whose job it is to purchase goods and services for the company. This function is useful for generating various reported related to Accounts Payable.

Procedure:

How to Create Purchaser 

1. In Navigation pane, go to Supplier > Purchasers

2. In Purchaser list view, click New

3.Supply the fields with data;

• Staff Code This is a compulsory field with maximum of 20 alphanumeric length
• Gender (Optional)
• Active: This is a function to set if an Area is still used. If an Area will not be used anymore, disable the toggle to make as Inactive.
• Name:   This is a compulsory field which you need to indicate the name of the Purchaser 
• IC No. (Optional)
• Mobile (Optional)
• Email Address (Optional) 
• Date Joined and Left (Optional)
• Salary and EPF (Optional)
• Tax File and SOCSO (Optional)
• Remarks (Optional)
• Default Team (Optional)

4. Once done, click Save or Save and Close.

How to Edit Purchaser 

1. In Purchaser list view, double click the Purchaser

2. Then Supply the Fields that needs to be edited. Once done, click Save or Save and Close.

How to Delete Purchaser 

1. In Purchaser List View, right click Purchaser then click Delete

2. When the confirmation message prompted, click Yes

Application:

Purchaser is now available for selection in Supplier Maintenance and AP-Related Transaction Forms.

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph