When setting up your account, please go through the following:
Configure general settings under Settings >> Company Settings. Enter company name, address, choose date format etc.
Configure purchase order settings under Settings >> Purchase Order. Choose purchase order number format, enter default tax rate, tax label. Customize PDF under Pdf Settings tab.
Sometimes company logo needs adjustments to display correctly on PDF, so please send your company logo to support@expeni.com
Branch locations are typically company’s multiple offices. There must exist at least one branch location. You may add as many branch locations as you need to track different offices or locations. You may specify a different address for each branch location which will then appear on the purchase orders raised under that branch location.
To access branch locations go to Settings >> Branch Locations.
Each branch location must have at least one department created to be able to raise purchase orders. You may assign a unique key to each department and based on the selected purchase order number format under Settings >> Purchase Order, this key will be included in the purchase order number. This is helpful to recognize the department of a purchase order just by looking at the purchase order number.
Users are your company employees / colleagues. Each user will be assigned a specific role, such as Requester. Add users under Settings >> Users. After a user has been created, you must assign one or more departments to the user under Department & Roles tab in users page. At the same time, you must select a role to assign it to the user.
Budgets are a great way to keep track of your company’s financial health. There must exist at least one budget and assigned to one or more departments. You can specify cost account code and type in the budget to keep track of your accounts. You can also set valid from and to dates to limit the budget availability. Create budgets under Budgets menu.
Approval routes are used to process purchase orders approvals. Approval routes are linked to departments. By default system automatically generates an approval route for a department based on the users (under that department.) that have been assigned role Approver. However, auto generated approval routes can be overwritten under Settings >> Approval Routes.
A purchase order can not be sent for approval without specifying a vendor on it. Add vendors under Settings >> Vendors.
You may add products under Settings >> Products for a specific vendor. These products will then appear as a selection list under line items in purchase order form.