Manage item purchasers

You can designate an employee as an item purchaser. The item purchaser is responsible for managing the inventory and purchasing. This improves inventory management and defines clear responsibility across transactions.

Set up item purchasers

To set up an item purchaser, follow these steps:

1. Navigate to the Salespeople/Purchasers page and define a purchaser.

   For more information, see Set up purchasers.

2. Navigate to the relevant Item Card page.

3. On the Replenishment FastTab, in the Purchase section, in the Purchaser field, select the item purchaser from the list of purchasers available on the Salespeople/Purchasers page.

   The item purchaser is set up.

• The Purchaser field is not visible by default and must be added via personalization.
• The Purchaser field is available on the Items list page, and you can filter items based on item purchasers.

Manage item purchasers in sales and purchase documents

The system automatically updates the Item Purchaser field value with the relevant item purchaser defined on the associated Item Card page when an item is added on the Lines FastTab of any of the following pages:

• Sales Order
• Blanket Sales Order
• Sales Quote
• Sales Invoice
• Sales Credit Memo
• Sales Return Order
• Purchase Order
• Blanket Purchase Order
• Purchase Quote
• Purchase Invoice
• Purchase Credit Memo
• Purchase Return Order

Further, you can manually update the Item Purchaser field value as required.

• The Item Purchaser field is not visible by default and must be added via personalization.
• The system inherits the Item Purchaser field value on:
  • The Sales Lines and Purchase Lines pages.
  • All the related posted and archived documents.
• You can filter items based on item purchasers on all pages.