Purchase Management

Adding a Purchase 
 Step 1: Go to Add Purchase 
 
 Navigate to Purchases → Add Purchases . 
 
 
 Step 2: Select Supplier 
 
 Type the Supplier Name or Business Name . 
 
 
 
 If the supplier does not exist, add them first via: 
 Contacts → Suppliers → Add or click on the add button. 
 
 
 Step 3: Enter Purchase Details 
 
 Purchase Reference Number 
 Purchase Date 
 Purchase Status 
 Purchase Order 
 
 
 Step 4: Select Business Location 
 
 Choose the location where the purchase is being added. 
 
 
 
 To add a new location: Settings → Business Locations → Add Location . 
 
 
 Step 5: Add Products 
 
 
 Type the Product Name or scan the barcode . 
 
 
 Select the correct product from the suggested list. 
 
 
 Enter: 
 
 Purchase Quantity 
 Purchase Price 
 Tax Information 
 
 
 
 
 Step 6: Apply Discounts (Optional) 
 
 
 Select Discount Type : Fixed or Percentage. 
 
 
 Enter the Discount Amount . 
 
 
 Select Purchase Tax. 
 
 
 Enter an Additional Notes. 
 
 
 
 The system auto-calculates the total after discount. 
 
 
 Step 7: Add Additional Details 
 
 Shipping Details & Charges 
 Payment Status 
 Payment Account 
 Payment Methods 
 
 
 Step 8: Save and View Purchases 
 
 Save the purchase entry. 
 View all purchases via Purchases → List Purchases . 
 Print product labels by clicking Print Labels in the List Purchases screen. 
 
 
 Step 9: Troubleshooting “No Matching Product Found” 
 This error appears in three cases: 
 
 Product not found : Check if the product exists in List Products . 
 Business Location mismatch : Ensure the product is assigned to the selected location in Add/Edit Products . 
 Stock Management disabled : Enable stock management in the product settings to make it available for purchase. 
 
 Step 10: Understanding Purchase Price Differences 
 
 
 Default Purchase Price: 
 
 Price entered when the product was first added. 
 Shown in View Product . 
 Remains unchanged unless manually updated. 
 
 
 
 Current Purchase Price: 
 
 Price from the most recent purchase. 
 Used in Current Stock Value by Purchase Price report. 
 Can vary due to market changes or supplier costs. 
 
 
 
 Example: 
 
 Last month’s steel price (Default Purchase Price): $120 
 This month’s steel price (Current Purchase Price): $125 
 View Product: $120 
 Stock Value Report: $125