Specifying purchasing settings

Track-It! provides you with the ability to specify common purchasing settings that you want to use for your purchase order template.  The settings that you choose to specify are included in any new purchase order that a technician creates.  You can specify any of the following common details of your purchase orders:

• Ship to address
• Bill to address
• Purchase order number sequence
• Purchase order number prefix
• Sales tax rate

To specify purchasing settings

1. On the header bar, expand the hamburger menu  and select Configuration.
2. Click Purchasing.
3. Click Purchasing Settings.

4. In the Ship to/Bill to section, enter the default billing and shipping addresses that you want to use for all purchase orders.

5. In the Purchase order number section, perform the following actions:

   • If you want Track-It! to generate purchase order numbers automatically when they are created, select Enable auto-incrementing of purchase order numbers.
   • In the Start sequence from field, enter the number that starts the sequence of purchase order numbers.
   • (Optional) In the Prefix field, enter the prefix you want established for all purchase orders.
6. In the Tax Rate section, enter the sales tax percentage that applies to your purchase orders.
7. When finished, click Save.
   Track-It! saves your purchase settings and returns to the Purchasing configuration dashboard.