Purchase Management — Overview & module guide

Module: Purchase Management v1.1.0

Enterprise purchase and procurement management for BIXCRM

Screen-by-screen guides (each tab explained)

Click a menu item below for step-by-step instructions on that Purchase Management screen:

• Dashboard
• Suppliers
• Purchase Requests
• RFQ / Quotations
• Purchase Orders
• Goods Receipt
• Supplier Bills
• Payments
• Returns
• Approvals
• Reports
• Settings

How to use in BIXCRM (daily operations)

1. Sign in to the admin area with a role that includes Purchase Management permissions.
2. Open Purchase Management (sidebar) or search for Purchase Management in the admin menu.
3. Start on the Dashboard (if available) to see open tasks, pending approvals, and KPIs.
4. Review Settings after upgrades — new options may need defaults for your company.
5. Create or import master data first; most modules block transactions until masters exist.
6. Run the main business flow (create → submit → approve → post/complete) using the screens listed in Admin menu below.
7. Use Reports / Analytics screens to reconcile stock, finance, compliance, or SLA metrics.
8. For integrations (API, EDI, gateways, tax), confirm credentials in Settings and monitor logs or webhook delivery screens.
9. Train staff with role-based access — give approvers approve permissions only, operators create/edit on their area.
10. If something fails overnight, check BIXCRM cron ran and open the module log / failed queue screen if present.

Admin menu — where to work

Open the Purchase Management section in the admin sidebar. Screens your staff may use (depending on role):

• Approvals
• Dashboard
• Goods Receipt
• Payments
• Purchase Orders
• Purchase Requests
• Purchasing
• Reports
• Returns
• RFQ / Quotations
• Settings
• Supplier Bills
• Suppliers

Detailed guide — features, workflows, API & FAQ

PR (optional) → RFQ (optional) → PO → GRN → Supplier Bill → Payment
                                      ↘ Return (optional)

tests/
├── bootstrap.php       # CI stubs, loads helper
├── LogicTest.php       # 26 helper/security tests
├── PaymentLogicTest.php # 14 payment/billing tests
├── ExtensionTest.php   # 12 API/role/cancel tests
├── IntegrationTest.php # Optional live DB verification
└── run_all.php

tests/
├── bootstrap.php       # CI stubs, loads helper
├── LogicTest.php       # 26 helper/security tests
├── PaymentLogicTest.php # 14 payment/billing tests
├── ExtensionTest.php   # 12 API/role/cancel tests
├── IntegrationTest.php # Optional live DB verification
└── run_all.php

PR (optional) → RFQ (optional) → PO → GRN → Supplier Bill → Payment
                                      ↘ Return (optional)

GET /purchase_management/api/suppliers
GET /purchase_management/api/purchase_orders/{id}
GET /purchase_management/api/supplier_bills/{id}
GET /purchase_management/api/payments/{id}

One-time setup (first time only)

1. Setup → Modules → activate Purchase Management.
2. Setup → Staff → Roles → assign Purchase Management permissions (view, create, edit, delete, approve, export, settings as needed).
3. Open Purchase Management → Settings and complete company defaults, prefixes, integrations, and notification options.
4. Create master data (warehouses, products, templates, accounts, routes, etc.) before processing live transactions.
5. Enable BIXCRM cron (php /path/to/bixcrm/index.php cron/index) for sync, retries, alerts, and scheduled jobs.
6. Optionally enable REST API / webhooks in module settings if you integrate external systems.

BIXCRM Knowledge Base — usage guide generated from module README and documentation.