Purchases are the inflows of materials or products to your storage location.
Adding New Purchases
There are three ways to create a new purchase:
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Click the Add button to create a purchase from scratch
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Copy an existing purchase by opening it and clicking Copy
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On the materials page, select the desired materials and click Create purchase in the bottom pop-up menu.
To edit a purchase, open it by clicking on the supplier name in the purchases list, then click the Edit button.
Purchase Details
Date
The purchase date
Date Placed and Date Received
If you've enabled the Show received date for purchases option in settings, instead of a single Date field, you'll see two fields:
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Date placed
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Date received
This allows you to track when you placed the order with the supplier and when you received the purchase. As statistics are collected, you can view the average delivery time for each supplier.
Supplier
Select a supplier from the list of existing ones or create a new one by clicking the plus icon on the right.
Items
Specify the received materials or products and their quantities. Setting material prices is optional. If you provide them, the system will be able to calculate the cost of your products.
If a supplier is selected, the selection list first shows only the materials linked to that supplier. To see the other materials, click Show all.
You can also include products in a purchase if the Enable purchasing products option is activated in settings. If the product categories available for purchases are restricted in the settings, the selection list will only show products from the allowed categories. See more in system settings.
Delivery and Discount
You can specify delivery costs and discount amounts. These amounts will be proportionally distributed across materials when calculating costs.
Notes
In the notes field, you can leave any information that will be useful to you.
Files
You can attach images and other files to your purchases. This is convenient for storing scanned invoices and other purchase documents.
Storage Location
If you have created multiple material storage locations, you'll be prompted to select which location received the purchase. If the purchase includes products and you have multiple product storage locations, you'll also be prompted to select a separate storage location for products.