Editing Purchase Settings

The settings to your modules in Clik Service can all be altered in your default settings. Go to Settings > Settings > Modules > Purchasing to find the available module settings.

Default purchasing options allow you to set up default order & invoice categories (the categories need to first be set up in the types section of the settings before you’ll be able to select them from the drop-down menu).

‘Use PO cost for material item costs (on jobsheets, invoices, quotes, etc)’ – Ticking this box means that the cost price for any item on a job/invoice/quote will come from the PO. If the box is not ticked, the cost price will come from the product base price.

The purchase invoice creation options allow you to merge carriage when adding more than one PO to a single PI).

You can also decide if you want the default creation option to be a single total (all items added together) or fully itemised (add each item separately).