Purchases

modified:

Here you can see, create, manage all purchases

How to manage Purchase?

How to credit the Purchase?


How to find Purchases?




1. To find Purchases, you should:

    1. Go to Accounting:

        1.1. Press  

        1.2. Press


Now you can see Purchases List:

Here you can see, create (), go to categories (), import xls file (), copy (), edit () and delete () Purchase



 How to create the Purchase?


To create new Purchase, you press(in the top of the page )


Now you could see Purchase type dialog table


1. In dialog table choose purchase type;

2. Press


Now you can see new Purchase:



How to add product, material, service, assets, ect. by Supplier?

1. Press


Now you see Purchase by Supplier


3. In dialog table:

    3.1. Choose Supplier;

    3.2. Choose Filter (if you need);

    3.3. Choose product;

    3.4. Enter quantity;

    3.5. Unit price;

    3.6. Currency

4. Press



How to add product by product name?


2. Press 


Now you can see new table


3. In dialog table:

    3.1. Choose product from Product list;

    3.2. Choose Article from Article list;

    3.3. Choose Vat form Vat list;

    3.4. Enter quantity;

    3.5. Packaging quantity;

    3.6. Parameters

4. Press 


 How to manage the Purchase?


Now you can see Product in Purchase


5. Here you should:

    5.1. Edit product (product, quantity, package quantity, Vat, Unit price - press )

    5.2. Enter Date;

    5.3. Purchase type;

    5.4. Category (if necessary; here you could add Purchase's category in order to have information about Purchase. You could find Purchase category in Purchases table (in the top of the page));

    5.5. Vat;

    5.6. Discount or Discount percent;

    5.7. International shipping fee and currency;

    5.8. Local shipping fee and currency;

    5.9. Duty tax;

    5.10. Transit Warehouse tax

    5.11. Other costs;

    5.12. Comments;

    5.13. Message;

    5.14. Supplier;

    5.15. Expected arrival

    5.16. Carrier

    5.17. Upload files

Fill in these data when you got Invoice from Supplier:

  1. Invoice date;
  2. Invoice number (don't use empty space or short number if you would like to use bank transaction. Otherwise it can work unpoperly);
  3.  Paid date;
  4. Check Invoice total sum with and without VAT



ButtonWhat does it indicate?
You could copy Purchase
You could send generated template to supplier
You could generate template from Purchase order content
You could confirm Purchase
You could delete Purchase


Button after confirmed ()

ButtonWhat does it indicate?
You could confirm Payment
You could copy Purchase
You could generate template from Purchase order content
You could unconfirmed purchase
You could confirm you got Purchase, press 
You could delete Purchase










1. Press 


Choose Field:

  • Invoice date;
  • Invoice number;
  • Supplier;
  • Vat;
  • Comment



 Points you should know


1. You can see Purchase Invoice Vat sum in the list of Purchase


2. You should press if you would like to see information about transactions


3. You should press if you would like to confirm transaction


4. You  should press and choose Template if you would like to send Purchase email to Supplier (Template should be Customer document context)


5. You should pressand choose Services if you would like to relate Purchases. Both of these Purchase are summed in Materials costs (sum is without VAT)



How to credit Purchase?


Copy that Purchase which you would like to credit;

1. Set up all products and quantities;

2. Enter Invoice Number

3. Check that it's the credit Invoice

4. Enter the Invoice number that you would like to Credit 

5. Press