Purchase Filters
- Go
to Admin Panel
- Click
Purchases → Manage Purchases and go to the Purchases List
page
- At
the top of the page, you will see the filter options:
Ø Business
Location – Select the location (e.g., Location 1)
Ø Ref
No – Enter the reference number to find a specific purchase
Ø Supplier
– Select the supplier name to view their purchases
Ø Purchase
Status – Select the status:
1.
All – Displays all purchases
2.
Received – Displays completed purchases
3.
Pending – Displays pending purchases
4.
Ordered – Displays ordered purchases (not yet
received)
Ø
Invoice No – Enter the invoice
number to find a specific purchase
Ø
Date Range – Select the start
and end date to filter purchases
Ø
Product Name – Enter the
product name to find related purchases
Ø
Barcode – Enter the barcode to
find the exact product purchase
Ø
Payment Status – Select the
payment status:
1.
All – Displays all records
2.
Paid – Displays fully paid purchases
3.
Due – Displays unpaid or pending payments
4.
Partial – Displays partially received purchases
5.
Click
the Filter / Search button
6.
The
system will display filtered results based on the selected filters
7.
Click
the Reset button
8.
All
selected filters will be cleared
The system will display all purchase records by default
Purchase Add
- check_circle Go to Admin Panel
- check_circle Click Purchases → Manage Purchases and click the Add button in the top right corner
- check_circle The Add Purchase page will open
- check_circle Select Supplier (Required) – Choose the supplier from the dropdown
- check_circle If supplier is not available:
Supplier Create
- check_circle Go to Admin Panel
- check_circle Click Contacts → Suppliers and click the Add button
- check_circle Enter supplier details and click Save
- check_circle Purchase Date (Required) – Select the purchase date
- check_circle Purchase Status (Required) – Select status:
- check_circle Received – Products received
- check_circle Pending – Products not yet received
- check_circle Ordered – Order placed but not received
- check_circle Business Location (Required) – Select location (e.g., Location 1)
- check_circle Supplier Invoice No – Enter supplier invoice number
- check_circle Pay Term – Select payment terms (if applicable)
- check_circle Attach Document – Upload file if needed (optional)
- check_circle Reference No – Enter reference number (optional)
- check_circle In Enter Product name / SKU / Scan barcode, search product
- check_circle Select the product from the list
- check_circle Enter the following details
Ø Add
Products
You will see two options:
- Add item in new row
Each time you select the same product, it will be added as a separate row - Increase item quantity
if it already exists
If the product is already added, the system will increase the quantity in the same row
- Purchase Quantity – Enter quantity
- Free Quantity – Enter free items (if any)
- Unit Cost (Before
Tax) – Enter
cost price
- Product Tax – Select tax
- Net Cost &
Line Total –
Auto calculated
Ø Apply Discount (Optional)
1.
Discount Type – Select (None / Percentage /
Fixed)
2.
Discount Amount – Enter discount value
Ø Shipping
Details (Optional)
1.
Additional Shipping Charges – Extra
transport cost
2.
Delivery Charges – Cost
for delivering goods
Ø Final
Calculation
Net Total Amount
– Total before discount
Discount
– Amount reduced
Purchase Total
– Total after discount
Round Off
– Adjust final amount
Final Total
– Final amount to pay
Ø Additional
Notes - Enter any extra notes (optional)
Ø Save
Purchase
- Click
Save / Submit button
- Purchase
will be added successfully
Purchase Print
- check_circle Go to Admin Panel
- check_circle Click Purchases → Manage Purchases and click the Print button in the top right corner
- check_circle Apply filters if needed (optional)
- check_circle Click the Print button
- check_circle A preview page will open
- check_circle Click Print in the browser
- check_circle Select printer or Save as PDF
Purchase Export
- check_circle Click Purchases → Manage Purchases and click the Export button in the top right corner
- check_circle Apply filters if needed (optional)
- check_circle Click the Export button
- check_circle File will be downloaded automatically
- check_circle Open the file in Excel / XLS viewer
View Purchase Details
- check_circle Go to Admin Panel
- check_circle Click Purchases → Manage Purchases
- check_circle Find the purchase record
- check_circle Click Action → View
- check_circle The Purchase Details page will open
Add Payment
- check_circle Go to Admin Panel
- check_circle Click Purchases → Manage Purchases
- check_circle In the purchase list, click the Action button (dropdown)
- check_circle Click Add Payment
- check_circle The Add Payment popup will open
- check_circle Enter Payment Amount
- check_circle Select Payment Method (Cash / Card / etc.)
- check_circle Add notes (optional)
- check_circle Click Save
- check_circle Payment will be added successfully