General - Setup & Configurations
You can configure the general preferences for your organization, such as enabling or disabling certain modules, encrypting PDFs in sent emails, customizing the organization address format used in transaction PDfs, and more.
Note: This help document only covers features in the General section under the Settings & Configurations header and does not include the features listed under the General header in the Module Settings group.
To configure the General preferences:
- Go to Settings in the top right corner of the page.
- Click General under Setup & Configurations.
Enable Modules
In addition to the modules shown on the left sidebar, you can enable more modules in Zoho Procurement based on your business needs. Once enabled, these modules will appear on the left sidebar. Users in your organization can access and configure these modules only after you enable them on this page. To enable the modules:
- Check the required modules in the Select the module you would like to enable section.
- Click Save at the bottom.
Note: You can access these modules via API even if they are disabled in the Zoho Procurement web app.
First Day of Your Work Week
By default, the first working day of the week is Sunday in Zoho Procurement. However, you can change the first day of your work week to Monday or Saturday.
When you change the first day of your work week, the days and dates in the calendar will be updated accordingly. This will be useful when you are selecting dates for records in Zoho Porcurement.
Encrypt PDF Files
Secure your PDF files by encrypting them while sharing. When you encrypt your PDF files, they cannot be edited converted into another file format.
To enable:
- In the PDF Attachment section, select I would like to encrypt the PDF files that I send.
- Click Save at the bottom.
Additional Charges
You can record additional charges incurred while procuring items by using Adjustments.
Scenario: Bailey is the Procurement Manager at Zylker Stationaries. Bailey places orders with a vendor for bulk stationery. The vendor applies a one-time processing fee to each order. Since this fee is not associated with any specific item, Bailey records it using the Adjustments feature.
To enable Adjustments:
- In the Select any additional charges you’ll like to add section, select Adjustments.
- Click Save at the bottom.
Organization Address Format
You can change the way your company’s address appears on all your transactions. To change:
- Rearrange the existing placeholders in the Organization Address Format Section.
- Click the Insert Placeholders drop-down to add more placeholders.
- Click Preview to see how your organization address would appear on all transaction PDFs.
- Click Save at the bottom.