Record a purchase from a supplier
Purchase → New: the supplier, the invoice number and date, the lines with quantity and buying price. Saving adds a batch per line to the store's stock and records what you owe the supplier.
You need: Purchase permission; Plus or above
- Open Purchase (on the dashboard) and press New purchase.
- Pick the supplier (a contact with the supplier role; add one on the spot if missing). Type the supplier's invoice number and date.
- Add each line: the product, quantity, buying price per unit, GST, and if you like the batch number, MRP and expiry.
- Save. A batch per line joins the stock, and the supplier's account shows the amount owed.
- When you pay them, use Paid cash on the supplier's contact; the oldest invoices close first.
- To price the whole bill at cost plus a margin: open it on the Purchases board, press Set sale prices, type the margin percent, pick the rounding, press Set prices. Each product's new sale price is listed.
Works on: the web app.
Questions people ask
Do I have to enter every purchase?
No. Add stock on a product works without a purchase; purchases are for shops that want supplier dues and the buying side of the books.
Can I edit a purchase after saving?
No. A purchase moves stock and posts to the ledger, so it is voided (while nothing from it has sold and the supplier is unpaid) and entered again. Prices are the exception: Set sale prices on the bill reprices every product on it.
Can I record a purchase return?
Adjust the batch down with a reason and record the credit note with the supplier.