Purchase Management

Add Supplier

How to create a new supplier? Click here to read the article.

Add Purchase

To purchase “General Products” click on the “Purchase” menu from the left sidebar and then click on the “Add Purchase” menu.

Expand the “Items” field and select a “General Type Product” In my case “Matador Ballpen” is a General Type Product.

After selecting the “General Type” product you will see a popup modal, Enter the Quantity in the Quantity field and enter the purchase price in the Unit Price field.

Suppose you want to buy a product whose price per unit is 120 amount, So if you purchase 10 quantity then just put 120 amount in unit field not 1200 amount.

NB: You just put the single unit price of the product.

After adding the products to the cart, the cart will look like the snapshot below.

To pay your purchase select an account option, after selecting you will get a field to enter your payment, also you can attach an Image or PDF in purchasing time.

Fill up the required field, After that hit the “Submit” button to save this purchase.

List Purchase

To view a list of purchases expand the “Purchase” menu from the left sidebar, and click on the “List Purchase” menu.

Click on the “Print Invoice” and “Download Invoice” buttons from Actions to print and download the “Purchase Invoice”.

Also, you can print a barcode of an item by clicking the “Print Barcode” button.

If there is an attachment attached to the invoice, you can download the attachment by clicking on the “Download Attachment” button.

Pull Low Stock Items

What is pull low stock items? How it works?

As you may remember, there is a field on the Add Item form called “Alert Qty” Alert quantity means if the product’s current stock is equal to or less than the alert quantity, it will be red-marked in the stock.

Whenever the pull low stock product is clicked during the purchase, products equal to or lower than that alert quantity will be added to the cart for purchase.

When you click on pull low stock product with supplier selected then all products under that supplier will be added to the cart.

Purchase Report

To view the “Purchase Report” expand the “Report” menu from the left sidebar and click on the “Purchase Report” menu. 
Select a supplier, also you can select outlet from the outlet field to filter report according to outlet.

Product Purchase Report

To view the “Product Purchase Report” expand the “Report” menu from the left sidebar and click on the “Product Purchase Report” menu. 
Select a date to view the report within a specified date if needed. select a supplier, product, also you can select outlet from the outlet field to filter report according to outlet.