How to Create a Purchase
To efficiently create a purchase, follow these steps to ensure all required elements are set up and your data is well-organized.
Prerequisites
Before you start, complete these essential setup steps:
Create Unit: Define units of measurement for your products.
Create Bank: Set up bank details for payment processing.
Create Product Category: Organize your products into categories.
Create Brand: Specify the brands for easier product management.
Create Supplier: Add suppliers to manage and track procurement sources.
Step-by-Step Guide to Creating a Purchase
1. Select Product
Navigate: Go to the product search panel.
Select: Choose the desired product from the list for purchase.
2. Input Purchase Details
Quantity: Enter the quantity of the product you need, using the predefined unit of measurement.
Adjustments: Set the price, discount, or any adjustments.
Note: Adjustments allow for additions or subtractions to the total; this is not merely a balancing figure.
3. Payment Process
Select Bank: Choose the bank account for the payment.
Complete Payment: Follow the prompts to finalize the payment for your purchase.
4. Finalize the Purchase
Options: After entering details and processing payment, you can:
Print the purchase order for records.
View the purchase summary.
Submit to finalize and save the purchase record.
This approach to creating a purchase ensures clarity and organization, helping you streamline your purchasing workflow for efficient inventory management.