Purchasing

The Purchasing module manages your supplier relationships, purchase orders, and goods receipt.

Home > Buying

Purchase cycle

Supplier → Material Request → Purchase Order → Purchase Receipt → Purchase Invoice → Payment

1. Suppliers

A supplier is a company or person you buy from.

Home > Buying > Supplier

1. Click + Add a Supplier
2. Fill in:
   • Supplier Name — Name or business name
   • Type — Company or Individual
   • Supplier Group — Category (Local, International, etc.)
3. Add contact details (phone, email, address)
4. Save

2. Purchase Orders

A purchase order officially places an order with a supplier.

Home > Buying > Purchase Order

1. Click + Add
2. Select the supplier
3. Add items, quantities, and rates
4. Set the expected delivery date
5. Submit

3. Purchase Receipts

A purchase receipt records the physical receipt of goods.

Home > Stock > Purchase Receipt

1. From a purchase order, click Create > Purchase Receipt
2. Check the quantities received
3. Select the receiving warehouse
4. Submit

Stock is updated automatically.

4. Purchase Invoices

A purchase invoice records the invoice received from the supplier.

Home > Accounting > Purchase Invoice

1. Create from a purchase order or purchase receipt
2. Check the amounts and taxes
3. Submit

5. Purchase reports

• Purchase Register — All supplier invoices
• Purchase Analytics — By supplier, item, or period
• Items Pending Receipt — Orders not yet delivered

Related topics

1. Inventory
2. Accounting
3. Create an Item