1. Navigate to “List Purchases” #

1. Log in to your back-office.
2. In the sidebar, click Purchases.
3. Select List Purchases.
4. You’ll see a Filters panel and an All Purchases table with a purple + Add button (top-right).

2. Apply Filters #

• Business Location – limit to one warehouse / store.
• Supplier – view bills from a single vendor.
• Purchase Status – Ordered, Received, Partially Received, Cancelled.
• Payment Status – Paid, Partial, Due.
• Date Range – defaults to current year; pick any range then click outside the box to refresh.

3. Add a New Purchase #

1. Click + Add.
2. Fill header details: Supplier, Location, Reference No., Purchase Date.
3. Add products:
   • Search SKU / name, set Quantity, Purchase Price, tax, discount.
4. Enter shipping & additional costs if applicable.
5. Set Payment Amount to record immediate payment (optional).
6. Click Save & Receive or Save (status remains Ordered).

4. Row “Actions” Menu #

Each purchase row starts with a purple Actions dropdown:

• View – open invoice-style view (printable).
• Edit – modify quantities, cost, or status.
• Add Payment – record or update supplier payment.
• Receive – convert from Ordered to Received.
• Return – create a Purchase Return for faulty goods.
• Delete – remove record (blocked if payments attached).

5. Table Columns #

6. Export & Print #

• Use buttons above the table for CSV, Excel, PDF, or Print.
• Column visibility lets you hide cost columns before sharing.
• Exports respect active filters—set your date range first.

7. Troubleshooting #

8. Best Practices #

• Create a Purchase Order first, then convert to Purchase for clear audit trail.
• Use Payment Due column to schedule supplier payments.
• Export monthly purchase list for VAT/GST filings.
• Attach scanned bills in Edit ➜ Attachments (if enabled) for paperless records.

9. Done! 🎉 #

You now know how to filter, add, receive, pay, export and manage purchases end-to-end. Happy procuring!