Account > Purchasers (Used in Purchases module only) Modify | Delete A "purchaser" is an entity that stores the default purchasing preferences of each user. For example, a user who is in charge of creating POs and delivering them to vendors for a particular office will most likely want to specify the same accounts payable and receiving information on each PO. By creating a "purchaser" and associating it with this user, you can set these purchasing preferences beforehand, so that the user does not have to enter this information each time he or she creates a PO. The information is pulled from the "purchaser" record, and is pre-filled on the PO form. Users cannot create POs unless they have associated purchaser records. To create a new purchaser record: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Purchaser." 3. Select the user to which this purchaser will be associated from the drop-down list box. 4. Enter a name for the purchaser. 5. Select whether or not the "Only ship complete order" setting is enabled or not for this user's POs. 6. Select the default carrier in the "Default for 'ship via'" drop-down list box. 7. Enter any notes, if desired. 8. Click on "Save" or "Save & create another purchaser." To modify an existing purchaser record: 1. Click on the Account tab. 2. Click on the "Purchasers" link. 3. Click on the relevant purchaser name in the list. 4. Make your changes in the "Edit - [Name of purchaser]" dialog box. 5. Click on "Save." To delete a purchaser record: 1. Click on Account tab. 2. Click on the "Purchasers" link. 3. Click on the relevant purchaser name in the list. 4. Click on the "Delete" button in the "Edit - [Name of purchaser]" dialog box. Note: You cannot delete a purchaser associated with a PO.