Advanced setup > Set up purchases
If you want to record the orders and purchases you make with suppliers and track the amounts you owe, you need to set up the purchases features.
supplier details Create a card record for each of your suppliers and enter such details as their addresses and phone numbers.
Historical purchases [Existing businesses only] If you had outstanding bills on the first day of your conversion month, you will need to record some details about them, such as the bill amounts and the credit terms.
You can use the Purchases Easy Setup Assistant to do these tasks. To access the Purchases Easy Setup Assistant, go to the Setup menu, choose Easy Setup Assistant and then click Purchases.
You can also use the Purchases Easy Setup Assistant to choose the payment method you normally use to pay bills, your preferred purchase order layout, and several other settings that will help you record purchases faster. These settings will automatically apply to new cards you create for your suppliers; however, you can change them as required.
In addition to the Purchases Easy Setup Assistant tasks, you may also want to do the following tasks if they are relevant to your business.
Change the appearance of the default purchase orders and other forms.
Use identifiers and custom lists to group the cards of suppliers who have similar attributes.

Click to show more information

Top of page