Tutorials / How to work on purchases

How to work on purchases

Receive a supplier bill, search past bills, and edit a bill so on-hand quantities change by the difference.

When you are all set with Complete Inventory Management, follow these steps to set up your system.

Add the supplier first in How to work on suppliers. The overview is Complete Inventory Management.

1. Open Purchase

Purchase. New purchase opens a dialogue. Today, Yesterday, 7 days, 30 days, and Date range filter the list. Apply runs the supplier and search filters.

Purchase list with New purchase and saved bills — Purchase lists each bill. New purchase starts one. Edit opens a bill that is already saved.

2. Fill the bill

Choose a supplier from How to work on suppliers. Set the date, then a Description. Each line is a material from How to work on materials, a Qty, and a Rate per qty. Price is quantity times rate. Tax % is for tax that is levied on that line. The line total is price plus tax. Add line for another material.

New purchase dialogue with quantity, rate, and tax — New purchase: supplier, date, description, and a line for each material. Receive into saves the bill.

Receive into saves the bill and adds those quantities on hand. The dialogue then shows the result. Close.

3. Find a bill

Search with Today, Yesterday, 7 days, 30 days, or Date range. Supplier can be All Suppliers or one name. Type in Search and press Apply. The list pages 25 rows, or 50 or 100.

4. Edit a bill

Edit on a row opens the same dialogue with the bill filled in. Save changes the quantities on hand by the difference. A material later moved to Disabled can stay on a line that already uses it. New lines use materials still on the active list in How to work on materials.

When an order is completed, the rate saved for a recipe comes from these bills. The recipe is in Creating a recipe.

Related lessons

These five lessons are one set. Each page links to the others.

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