Purchase Default Values

 

You can set the Purchase Default Values such as the default currency, tax rate, billing & shipping address, and terms & conditions of the purchase. To add purchase default values,

    1. Login to FacilitiesDesk application using your user name and password.

    2. Click on the Admin tab in the header pane.

    3. Click on Admin tab -> Click Purchase Default Values icon under the Resource Management block. This opens Purchase Default Values page.

Adding Purchase Default Values

    1. Specify the Default Currency (For example, USD or $). This will be displayed in all the purchase orders (PO) generated and in any place where money is being used.

    2. Specify the Default Tax Rate (%) in the given text field. This will be the tax rate, used for calculating the sales tax in all the POs generated. If you wish to have a different tax rate for any specific PO, then enter the new rate while creating that particular PO.

    3. Specify the Signing Authority's name in the given text field.

    4. If you wish to have tax shipping as default value, then select the check box beside Tax Shipping field.

    5. Enter the Shipping Address to which the PO items will be shipped and the Billing Address to which the invoice and bill needs to be sent.

    6. Select the Cost Center department from the combo box.

    7. Select the Approver(s) name from the list.

    8. Enter the PO Terms & Remarks in the given text field.

    9. Specify the PO# Start From number in the text field.

    10. Save the settings.

 

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