How to Set Up Buyers

Buyers in 10X ERP allow purchasing agents to quickly view and manage the products they are responsible for purchasing without manually filtering the purchasing grid. Buyer assignments can be configured at multiple levels, including the company, vendor, item category, and individual item level. More specific buyer assignments override broader defaults, giving companies flexibility in how purchasing responsibilities are assigned. Once configured, buyers can filter the purchasing tool by their name to easily review, export, and create purchasing reports for their assigned products.

• Set Up A Default Buyer by navigating to the Admin General Section and assigning a Default Buyer at the Company Level for overall Purchasing Responsibilities.
• Assign A Buyer To A Vendor by opening the Vendor Record and selecting a Buyer, which Overrides the Company Default for that Vendor’s Products.
• Configure Buyers By Item Category by going to Admin > Items > Item Categories and assigning a Buyer to a Specific Category to manage Purchasing for all Items within that Category.
• Assign Buyers At The Item Level by opening an Individual Product Record and selecting a Buyer, which Overrides both Vendor and Item Category Buyer Assignments for that Specific Product.
• Filter Purchasing By Buyer in the Purchasing Tool by selecting a Buyer Name to quickly View Only Assigned Products and simplify Purchasing Review, Exporting, and Reporting.