Purchasers are individuals who are responsible for ordering goods and services to suppliers.
In navigation pane, go to Accounts Payable > Purchaser. Click “Add” to create a new purchaser code.
In the Purchaser Details form, enter the Purchaser #, which will serve as a unique code for each purchaser, along with their name.
Next, indicate the gender and provide optional details such as mobile number, email address, salary, default team, date joined, and any remarks.
Additionally, you can toggle the 'Default' button to set this agent as the default option when creating a customer. Use the 'Toggle' button to specify whether the agent is a manager or not.
Once done click ‘Save’.
Purchasers that are not used in Maintenance and Transaction can still be deleted by going back to the Purchaser list view and ticking the desired Purchaser for deletion.
Confirmation message will be prompted, click “Confirm Delete”.
For those Purchasers that are used in Maintenance and Transaction you may opt to Inactivate so that it will no longer be used in any forms.
Go back to the Purchaser list view and open the Purchaser details by clicking the code.
Click Edit and Toggle OFF Active.
Once done, click ‘Save’
