Adding/Editing a Purchasing Group

In the event that a company makes a purchase and wants to distribute the amount among several people, it is possible to create a purchasing group consisting of these people. You will be able to select this group when entering a purchase instead of individually selecting each of the desired people.

Adding a Purchasing Group

• From Main menu >> Accounts Payable >> List of Purchasing Groups.

• Click on Actions >> New Supplier Group.

• Enter the Purchasing Group Name in English as well as in French.

• Select the desired Members using the green arrows. The double arrow allows you to select all members with one click, while the single arrow selects only one at a time.

You can double-click on a member to select it instead of using the green arrow.

• You can also select all members of a Department using the double arrow, if applicable.

• Click on Submit and the purchasing group will be added in the system.

Editing a Purchasing Group

• To modify an existing purchasing group, select it from the List of Purchasing Groups.

• Make the desired changes and click on Submit to save them.