PURCHASE GROUP
The Purchase Group section allows administrators to define teams or individuals responsible for procurement activities. This interface helps manage and categorize different purchase groups for streamlined operations and better accountability in the procurement process.
Navigation
Follow these steps to access the Purchase Group interface:
- Navigate to the Procurement module from the main menu
- Under the Secondary Master section, select Purchase Group
The Purchase Group interface will display all existing purchase groups and provide options to create new entries.
Creating a New Purchase Group
Step 1: Initiate Purchase Group Creation
Click the Add button in the toolbar to begin creating a new purchase group.
Step 2: Complete the Purchase Group Form
A purchase group configuration form will appear with the following fields:
Purchase Group Information
| Field | Description | Required |
|---|---|---|
| Purchase Group Name | Enter the name of the purchase group | ✓ Yes |
| Description | Provide a description of the purchase group | Optional |
| Remarks | Add any additional comments or notes | Optional |
| Active Status | Toggle to enable/disable the purchase group (enabled by default) | ✓ Yes |
Step 3: Save the Purchase Group
After completing all required information, click the Save button to create the purchase group entry.
Managing Existing Purchase Groups
Purchase Group Listing View
Once created, all purchase groups are displayed in the Purchase Group table.
Actions
Each purchase group in the listing supports the following actions:
Edit Purchase Group
Click the Pencil icon in the Actions column to modify the selected purchase group information.
View Purchase Group
Click the Eye icon in the Actions column to view complete purchase group details in read-only mode.
Toolbar Features
The Purchase Group interface includes the following toolbar features:
| Icon | Feature | Description |
|---|---|---|
| ➕ Add | Add Record | Create a new purchase group entry |
| 📊 Export | Export to Excel | Download the purchase group data as an Excel spreadsheet |
| 🔍 Search | Search Input | Filter purchase groups by entering keywords (searches across all columns) |
| 🔄 Refresh | Refresh Data | Reload the purchase group table to display the latest data |
| 🔄 Restore | Restore Entry | Restore a previously deleted or archived purchase group entry |
| 🏠 Home | Navigate Home | Return to the application home page |
| ⬅️ Back | Go Back | Navigate to the previous page |