Purchases

The Purchases screen allows you to record any Purchase Orders, Goods Received Notes, Debit Notes and Supplier Invoices for your Suppliers.

A Purchase Order has no affect on the account balance of your Supplier or the stock levels of your Products. Only once you create or convert the Purchase Order into a Goods Received Note will your stock levels be updated.

If you want to track your Supplier account balances you must also create a Supplier Invoice document from the Purchase Order to Goods Received Note.

  • Browse to the Purchases screen under the Suppliers menu.

Adding and Editing Supplier Documents

  1. Click New Purchase Order, New Goods Received Note, New Invoice or New Debit button on the action bar, or select an item to edit.
  2. Set the Supplier for this document.
  3. Set the Document Date for this document.
  4. Enter a Reference and Description if required.
  5. Under the Items section type in the Find function to find a specific Product.
  6. Set the Quantity of the item you want to add.
  7. Click the Add button to add the Product to your document. Repeat this process for all Product you require on the document.
  8. You can edit an item by clicking the Edit button in the list.
  9. Click Save to save your changes.
  • If you are working with a or Purchase Order you can use the New Goods Received Note button to create a Goods Received Note from the Purchase Order, or use the New Invoice button to create a Supplier Invoice based on the Purchase Order.
  • If you are working with a Goods Received Note you can use the New Invoice button to create a Client Invoice from the Goods Received Note.
  • If you are working with a Supplier Invoice or Debit Note you can click the New Payment button record a payment linked to this document.

Deleting Supplier Documents

  1. From the Purchases screen open the required item that you would like to delete.
  2. Click the Delete button on the action bar.
  3. If the item is not being used you will be prompted to confirm the delete by clicking the Delete button.
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