How to set up Buying Group

Buying Group Setup

1. Go to Utilities
2. Click on Stock/Supplier Settings and Buying Group Options.
3. Make sure the box Show Buying Group Membership is ticked.
4. If the majority of your stock comes from buying groups, consider ticking the box New Invoice Defaults; Buying Group Checked by Default. This will ensure you can see the buying group field in Swim.
5. Once selected, click save.

Buying Group Invoices

Make an invoice a buying group invoice:

When creating an invoice, there will be a new box (Is Buying Group) on the invoice details page. Just make sure that box is ticked, then the invoice will be regarded as a buying group invoice.

Pay invoices from a Buying Group:

Go to Expenses Menu > Bulk Invoice Payments, make sure the box Filter: BG Inv Only has a tick in it and click Search. This will show you all the unpaid invoices that are from the buying group. You can then select (by clicking on the invoices) the ones you want to pay (from your buying group statement) and pay them using the payment options at the bottom of the page.