Purchasing and Inventory Settings (Desktop)
When you configure Purchasing and Inventory, you establish purchasing and inventory items, item categories, inventory locations, units of measure, shipping addresses, bill-to codes, and the buyers and approvers, all at a system level for your firm.
If you have multiple companies, you also specify the purchasing and inventory settings for your company and each company that you have in Vantagepoint.
Purchasing & Inventory displays in the Vantagepoint Settings menu after you activate the Purchasing application or Asset Management application on the Modules tab in in the browser application.
If you have the Asset Management application activated, but not the Purchasing application, you can access only the following menu items from the Purchasing & Inventory menu:
On these tabs, you establish the item categories and purchasing items that will be used to create equipment items in the Equipment hub, which is the foundation for the Asset Management application.
- Related Topics:
- Set Up Purchasing Alerts
Use the purchasing alerts to specify who gets alerts, when, and under what conditions. - Checklist: Setting Up Inventory
Before you use Inventory, you must enable and configure the Inventory application. If you are new to Inventory, you may find it helpful to review a checklist of the setup steps. - Fields and Options
Use the Purchasing and Inventory System Settings, Purchasing and Inventory Company Settings, Items Master forms, and Purchasing Alerts to configure purchasing and inventory. - Learn More About...
You may find it helpful to review the approval workflows process and information about entering purchasing items when you create equipment records.