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Purchase
  • 👋Welcome to CW Suite Purchase
  • Overview
    • 💡What we do
    • ✨CW Purchase Features
  • Product Guides
    • Get Started
    • Products
      • Products
      • HSN Code
    • Suppliers
      • Supplier
      • Supplier Category
      • Agent
    • Orders
      • Purchase Contract
      • Purchase Requisition
      • Manage Requisition
      • Request For Quote
      • Purchase Order
      • Goods Receipt
      • Purchase Invoice
      • New Purchase Order
      • New Goods Receipt
    • Reports
      • Purchase Summary Report
      • Detailed Purchase Report
      • Purchase By Product Report
      • Purchase By Supplier Report
      • Not Invoiced Report
      • Purchase Tax Summary Report
      • Detailed Supplier Aging Report
      • PO Report
      • Supplier List Report
      • Supplier Aging Report
      • Supplier Statement Report
    • Dashboards
      • Purchase Analysis
  • Fundamentals
    • 🛠️Getting set up
      • Business Unit
      • Storage Location
      • Tax Category
      • Tax Category
      • Application Setup
      • Purchase Price List
  • Use Cases
    • 🎨For Designers
    • 🖥️For Developers
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  1. Fundamentals

Getting set up

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Last updated 2 years ago

Tax: Configure applicable taxes or tax rules that need to be applied to sales transactions, taking into account regional tax regulations.

Tax Categories: Set up tax categories to assign different tax rates or exemptions based on the nature of the product or service being sold.

Purchase Price List: Define different price lists for your products or services based on customer segments or special pricing agreements.

Users: Set up user accounts for your sales team members or other individuals who will be accessing and using CW Suite Sales.

Business Units: Define business units within your organization, such as different departments or branches, to segment and manage sales operations accordingly.

Storage Locations: Configure storage locations to track and manage inventory across different physical locations, such as warehouses or retail stores.

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