Purchase Management

 

1) Before Purchasing, Creating a Vendor ?

Go: Parties > Vendors > New Vendor>

Fill up required field and  “GSTin” No. (If the GST mode is enabled, This is an additional feature if required)

Throw the information about your vendor here like Basic Information includng Company Information, Company Contact Information, Address Information, Account Information etc.
 

 

 

If GST is Enabled then the following information needs to be filled up for the shipping and GSTIN number

 

 

 

2) Purchase Order:

Go: Invoices > Add New Purchase Invoice

 

 

3) Purchase Order Deliveries:
 

Go: Invoices > Purchase Invoice List > Click on your desired PO > Select the delivery option namely “Add Delivery” from the Delivery tool of right-top corner.

 

 

 

 

4) Purchase Invoices:
 

There is many useful printable and downloadable invoices which releted to your purchase, for example, for get Purchase Order GST invoice :-

Go: Invoices  > Purchase Invoice List > Click on your desired PO> Select the invoice namely “Purchase Order  GST Invoice” from the Report tool of right-top corner.

 

For example:-

(Note that in the below screen shot if the GST is enabled then you can even call for generating the report by clicking on the report section and select Purchase order GST invoice, it is marked as green box below in the screenshot)

 

 

 

 

a) Intra State Purchase Transaction

 

 

 

 

 

 

b) Inter State Purchase Transaction

 

 

 

c) GST Invoice With " Reverse Charge " Mechanism :-

 

 

 

 

5) PV against single or Multiple Purchase Order from the Purchase order list:
 

Go: Invoices > Purchase Invoice List > Click on your desired PO> Select the Voucher namely “Payment Voucher”. from the "Add Voucher" tool of right-top corner.

Or, Go: Vouchers > Payment for PO > Select the Vendor name from dropdown then the dued Purchase Order invoice will appear on bottom with it's dued amount. Type the paid amount in

"Amount" field then Save and approved for achive the accounting effect.  

 

 

6) Purchase Cancellation:

Go: Invoices > New Purchase Cancellation Invoice > Select “Order No”

 

 

 

7) Debit Note Invoice:

Go: Invoice > Purchase Cancellation Invoice list > Click on your desired PO/CL > Select the invoice namely “Debit Note Invoice” from the Report tool of right-top corner.