Purchase Items Type

Overview

The Purchase Item Type section allows you to define item types in the Purchase Management settings to categorize items for better organization, management, and tracking of item purchases.

Key Features

• You can create and customize different item types to classify purchased items.
• Adding item types allows you to standardize the classification of purchase items.
• You can integrate purchase item types with orders to ensure easy analysis and tracking.

How to Add a Purchase Item Type?

To add a purchase item type, follow the steps below.

Navigate to Settings > Purchase Management > Purchase Items Type.

The Purchase Item Types page is displayed.

Click the New Purchase Item Type icon. The New Purchase Item Type page is displayed.

Note: All the fields marked with an asterisk (*) are mandatory.

Enter the label for the purchase item category in the Name field and check the box Is software? if the item category is software. Then, click Save.

The purchase items type is added.

Note: The Edit, Duplicate, and Delete icons appear when you hover over a purchase item type. Click the corresponding icon in the desired item type row to update, copy, or delete, and confirm your action.

How to Search Purchase Item Types?

To search for a category in the Purchase Item Types section, follow the steps below.

On the Purchase Item Types page, enter the filter criteria in the Search field and click Go!

The purchase item categories matching the filter criteria are displayed.

Note: To remove the applied filters, click Clear Search icon next to the Search field.

How to Configure Page Settings?

You can set the number of rows displayed on the Purchase Item Types page.

On the Purchase Item Types page, click the Settings icon.

The Settings panel is displayed.

Select the number of rows to be displayed per page from the Rows per page dropdown list.

The page setting is configured.