PURCHASE GROUP

Purchase Group represents a team or individual responsible. This module helps manage and categorize different purchase groups for streamlined operations. The document outlines how to add, view, and edit purchase groups, with clear descriptions of form fields and related icon functionalities.

  1. Click on "Procurement".
  2. Under "Secondary Master", click on "Purchase Group". STEPS TO PURCHASE GROUP

A page will open where the user can add new Purchase Group.

  1. Click on the Add button.

A new page will open with the following fields:

Purchase Group form

STEPS TO PURCHASE GROUP

  • Purchase Group Name: Enter the purchase group name.
  • Description: Enter a description.
  • Remarks: Enter any remarks.
  • Active Status: This is a toggle option. By default, it is activated.

Save: Click this button to save the configuration.

once the Purchase group is created it will be visible in this page here

PURCHASE GROUP TABLE

Action

PURCHASE GROUP ACTION

  • Edit: Clicking this icon opens the form for editing the selected record.

  • View: Clicking this icon displays a read-only view of the selected record.

Icons Overview

ICONS OVERVIEW

  • Add Icon: Clicking this icon opens a form to create a new Purchase Group.
  • Export to Excel Icon: Clicking this icon exports the table data to an Excel spreadsheet.
  • Search Input: This field allows users to search for Purchase Group content.
  • Search Icon: Clicking this icon displays a search bar to filter the table data.
  • Refresh: Reloads the current data or resets the view.
  • Home Icon: Clicking this icon redirects the user to the main dashboard or home page of the application.
  • Back Icon: Clicking this icon navigates the user back to the previous page or view.