Jolibiz POS Documentation

Purchase Settings

Table Of Contents

For a more detailed explanation and step-by-step guide, please refer to the information provided below. #

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Let’s assume the scenario of a small grocery store named “Fresh Mart.”

Scenario: Setting Up “Fresh Mart” Purchase Settings #

Mia is setting up the purchase settings for her grocery store, “Fresh Mart.” She wants to configure various aspects like editing product prices, enabling purchase status, and more.

Step 1: Enable Editing Product Price from Purchase Screen #

  1. Enable editing product price from purchase screen
    • Description: Allows you to change the price of products directly from the purchase screen.
    • Example: Mia wants the flexibility to adjust prices when she receives goods if there are any price changes from the supplier.
    • Action: Mia checks this box.

Step 2: Enable Purchase Status #

  1. Enable Purchase Status
    • Description: Allows tracking the status of each purchase (e.g., ordered, received, pending).
    • Example: Mia wants to keep track of the status of her orders to know what is pending, what has been received, and what is still ordered.
    • Action: Mia checks this box.

Step 3: Enable Lot Number #

  1. Enable Lot number
    • Description: Allows assigning a unique lot number to batches of products.
    • Example: If Mia wants to track batches of perishable goods like dairy products or meats, she would enable this feature.
    • Action: Mia leaves this unchecked for now as she doesn’t need to track lot numbers at the moment.

Step 4: Enable Purchase Requisition #

  1. Enable Purchase Requisition
    • Description: Allows creating and managing purchase requisitions before making the actual purchase.
    • Example: If Mia needs a formal process for requesting purchases from different departments before placing an order, she would enable this feature.
    • Action: Mia leaves this unchecked as her store doesn’t require purchase requisitions currently.

Step 5: Enable Purchase Order #

  1. Enable purchase order
    • Description: Allows creating and managing purchase orders.
    • Example: Mia wants to issue official purchase orders to her suppliers.
    • Action: Mia checks this box.

Final Step: Review and Save #

  1. Review: Double-check all the information entered to ensure it is correct.
  2. Save: Click the “Save” or “Update Settings” button to save your purchase settings.
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Updated on July 8, 2024