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Purchase Category
The Purchase Category module streamlines procurement management by enabling users to create and organize purchase categories efficiently. With this module, users can assign categories to Requests for Quotation (RFQs), enhancing clarity and consistency in the purchasing process.
Features
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Features
Create and Manage Purchase Categories
Users can define custom purchase categories directly within the Purchase Configuration settings. Each category can be assigned a distinct color for quick visual identification, simplifying the organization of procurement items.
Assign Categories in Requests for Quotation
Within RFQs, users can select the relevant purchase category for each request. Categories are visible in multiple views, including form, list, and Kanban views, allowing teams to quickly track and manage procurement items.
Screenshot
1.) Purchase Category Configuration
Users can create new purchase categories and assign colors to each category within the Purchase Configuration settings.
2.) Request for Quotation View
RFQs can be categorized directly during creation or editing, with categories visible across form, Kanban, and list views. This provides a clear, at-a-glance understanding of each request’s category, helping teams stay organized and make informed purchasing decisions.
User Guide
