Purchase Management User Guide

The purchase module automates the entire purchasing process life cycle, including recording goods receipts, purchase orders, purchase invoices from suppliers, and vendor payments.

The Supplier Billing Area is where you can manage and view your supplier invoices. You can also add new invoices, edit existing ones, and mark them as paid or unpaid.

The Payable Area is where you can handle and view your vendor invoices or bills and records.

Click on it to purchase order.

You will be directed to a form to create a new purchase order and select the vendor.

Enter all the necessary details and click Create Draft.

Click on it to purchase orders List.

You will be directed to view a list of purchase orders.

Click the REF and view its details.

If you want to create a new purchase order, then click on New Order.

Enter all the necessary details and click Create Draft.

By using the filter on the top right of the purchase order list page, you can see the total number of ordered, drafts, approved, partially received, refused, and validated orders.

Go to purchase invoice.

You will be directed to the new purchase invoice form.

Select the Vendor Name and add other details.

You can add a new product by clicking on the " Add Products " button and filling out the new product form.

Choose the right invoice option from "send", "cash", or "card" by clicking "Create Invoice".

Click on it to purchase invoice List.

In purchase Invoice list allows you to easily view the list of vendors' invoices.

Click the REF vendor and view their corresponding details.

If you want to create a new purchase invoice list, then click on +New

You can add a new product by clicking on the " Add Products " button and filling out the new product form.

Choose the right invoice option from "send", "cash", or "card" by clicking "Create Invoice".

By using the filter on the top right of the purchase order list page, you can see the total number of drafts, paid, and unpaid.

Click on it to open the Create vendor

You can add a new vendor by filling out the Basic Details, the Professional Details, and the Social Media section.

Click on create third party to save the vendor details.

Click on the List of Contracts option.

The Vendor List page displays all the vendors that you have in your system.

Select Import Vendors Import Vendor to import vendor data into the vendor list, you can use a CSV or Excel file. You'll need to prepare your spreadsheet and then initiate and complete the import process.

Click on import file.

When you click on the right top of the icon, here you can download the list of all payments in CSV, PDF, and Excel formats.

You can add a new vendor by filling out the Basic Details, the Professional Details, and the Social Media section.

Click on third party to create the vendor.

Click on it to List invoice.

In Invoice list allows you to easily view the list of vendors' invoices.

Click the REF vendor and view their corresponding details.

If you want to create a new invoice list, then click on New

You can add a new product by clicking on the " Add Products " button and filling out the new product form.

Choose the right invoice option from "send", "cash", or "card" by clicking "Create Invoice".

By using the filteron the top right of the purchase order list page, you can see the total number of drafts, paid, and unpaid.

Click on it to Aging summary.

The Vendor Aging Report displays a summary of outstanding invoices for each vendor based on the selected date range.

Click on View Report View Report .

Click on it to Aging summary.

To generate the report, select the period for which you want to view the vendor aging details. Then click view report View Report.

The report will display all the vendor accounts that have outstanding payments due.

Click on it to Credit Note Aging Report.

To generate the report, select the period for which you want to view the vendor aging details. Then click view reportView Report.

Report helps you keep track of the outstanding invoices and lets you know how long they have been overdue.

Settings allow you to configure settings for the purchase module.

Click on the vendor's tags/categories.

You will be able to view the categorized vendors list here.

Click on the button to proceed to create and use specialized labels to organize your customers.

You can select a color and category to label the vendors. Then click Create SupplierCreate Supplierto save the details

The Reports section is where you can access various reports related to your supplier invoices and payments. These reports include Purchase Invoices, Purchase Order List, Vendor Report, Vendor Balances, Aging Summaries, Aging Details, Vendor Credits Details, Credit Note Aging Reports, Payments Made, and Refund History.

Click on Reports.

On the Reports page, you can access all the purchase-related invoice reports.

To view a report, click on the report you want to open and select a custom date range for the period you need.

The dashboard is where you can see an overview of your supplier invoices and payments. It displays statistics, charts, and graphs that provide insights into your account's invoicing performance.

Click on Dashboard.

The dashboard page displays the Vendors invoice in a graphical format and includes information about the number of invoices generated per month and the total amount of invoices generated (net of tax).