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Setting Up Your Purchase Order Module

Users as Suppliers

In order to designate a user as a supplier both the user type and user must be designated as a supplier.

1. In the Organization tab select User Types.

2. Find the User Types you wish to allow to be suppliers and check the box "Can be supplier" underneath the User Type header.

3. Next, navigate to each individual user you wish to allow to be suppliers and check the boxes labeled "Is supplier" underneath the Supplier Info header and provide an address for the supplier.

 

Approval Processes

1. In the Organization tab under General Settings find the Purchase Order Settings header.

2. From the numbered dropdown select the user type which will be required to approve purchase orders.

3. Enter in a dollar amount threshold which will require the designated user type to approve the Purchase Order. 

Notes: If the Purchase Order amount is below the first indicated dollar threshold the Purchase Order will automatically be approved. The Purchase Order will move through approval levels based on the dollar amount.

 

Tax Rates

1. Select the Organization tab.

2.In the Organization tab under Global Settings enter the tax rate which will be applied to all Purchase Orders.

 

Ship To and Bill To Addresses

Note: The addresses for the Ship To and Bill To fields are entered in the address fields at the building level.

1. In the Organization tab under General Settings find the Purchase Order Settings header.

2. From the drop down labeled "Default Bill To Address" select from the dropdown the building address which will automatically be selected as the Bill To Address on purchase orders. This default may be manually overridden. 

3. If the building address is not listed in the dropdown options, select "Other" and enter the address in the resulting "Other Default Bill To Address" field.

2. From the drop down labeled "Default Ship To Address" select from the dropdown the building address which will automatically be selected as the Ship To Address on purchase orders. This default may be manually overridden. 

3. If the building address is not listed in the dropdown options, select "Other" and enter the address in the resulting "Other Default Ship To Address" field.

  

Stages of the Purchase Order

1. Create

2. Pending Approval

3. Pending Purchase

4. Pending Receipt

5. Completed

Note: A purchase Order may be canceled at any stage in the process.

 

Custom Fields

Custom field creation for the Purchase Order Module follows the procedure for creating custom fields in other modules within your FMX site. 

1. In the Organization tab, navigate to the "Custom Fields" section.

2. Enter the name of the field and select a field type.

3. In the dropdown labeled "For" select the "Purchase Order Details" option.

4. Configure the grid setting then select "Save" when complete.

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