In Empress, one of the most valuable features for business users is Buying Settings. This feature allows you to customize and control various aspects of your purchasing process, from supplier naming to transaction settings. This guide will guide you through the use of this feature, explaining each of its components in a simple, user-friendly manner.
Introduction to Buying Settings
The Buying Settings feature in Empress is effectively the control center for your purchasing operations. It enables you to define default settings for your buying module, streamlining processes and ensuring consistency.
Accessing Buying Settings
To access the Buying Settings, follow these steps:
- From the Empress dashboard, navigate to the Buying module.
- Within the Buying module, select Buying Settings.
Understanding and Using Buying Settings
Here is an overview of the main settings and how they can be utilized in everyday business operations:
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Supplier Naming By: This option allows you to determine how your suppliers are named in the system. You can choose from ‘Supplier Name’, ‘Naming Series’, or ‘Auto Name’.
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Default Supplier Group: Set a default group for your suppliers, aiding in supplier management and categorization.
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Default Buying Price List: Determine a default price list for your buying operations, ensuring consistency across transactions.
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Is Purchase Order Required for Purchase Invoice & Receipt Creation?: This setting allows you to control whether a purchase order is necessary before a purchase invoice or receipt can be created.
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Is Purchase Receipt Required for Purchase Invoice Creation?: Determine whether a purchase receipt is required to create a purchase invoice.
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Maintain Same Rate Throughout the Purchase Cycle: This option, when checked, ensures the same purchasing rate is maintained throughout the purchase cycle.
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Allow Item To Be Added Multiple Times in a Transaction: This setting allows for an item to be added multiple times in a single transaction.
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Subcontracting Settings: Adjust settings related to subcontracting, including backflushing raw materials and transfer allowance.
User Roles and Permissions
User roles and permissions can be set to control who can access and edit the Buying Settings. These roles include System Manager, Purchase Manager, Accounts User, Accounts Manager, Stock Manager, Stock User, and Purchase User.
Roles can be assigned permissions including create, email, print, read, write, and share on the Buying Settings page.
Conclusion
The Buying Settings feature in Empress enhances business processes by offering customization and control over your purchasing operations. By understanding and utilizing this feature, you can streamline your operations and ensure consistency in your buying procedures.
For more information or support, visit the Empress Support Center or contact our support team.