Purchasing
Request, buy, receive and return stock, and always know what you owe.
Purchase requisitions#
Where Purchases → Purchase requisitions
Permissions purchase-requisitions.view purchase-requisitions.create purchase-requisitions.edit purchase-requisitions.delete
A requisition is a request to buy. No stock or purchase is created until it is approved and converted.
- Press New Requisition. Choose the warehouse and Requested Date.
- Add products with quantity and Est. unit cost. Add notes.
- Press Submit request. Status is Pending.
- A person with permission uses Approve or Reject. Approved requisitions can be Converted to purchase.
The page counts total, pending approval, approved and converted requisitions. You can create requisitions automatically from Reorder suggestions.
Purchases#
Where Purchases → Purchases
Permissions purchases.view purchases.create purchases.edit purchases.delete
| Field | What it does |
|---|---|
| Supplier and Warehouse | Who you buy from, and where stock arrives. |
| Purchase Date and Expected Delivery Date | When you ordered and when you expect it. |
| Add products | Type a product name or code. Set quantity and unit cost; the line total is worked out. |
| Batch number, Made and Expiry | For batch-tracked products, captured when you receive stock. |
| Serial / IMEI numbers | One per unit, typed one per line or scanned. |
| Currency | Buy in a foreign currency. |
| Payment | Record what you paid now, and by which method. |
Filter by supplier, warehouse and payment status (Paid, Partial, Unpaid). The page shows total purchases, total paid, total due and this month. Row actions: View, Edit purchase, Print invoice, Duplicate, Record payment, Delete. Receiving stock raises stock levels and updates the supplier balance.
Purchase returns#
Where Purchases → Purchase returns
Permissions purchase-returns.view purchase-returns.create purchase-returns.edit purchase-returns.delete
Send goods back to a supplier. Stock is deducted immediately from the selected warehouse. Choose the supplier and warehouse, add products with quantity and unit cost, and save. Editing items or the warehouse corrects stock automatically. Deleting a return restores the stock it removed. Import columns: code, quantity, unit_cost (choose the supplier and warehouse in the window).
Approvals#
Set which purchases or requisitions need approval, and above what amount, under Settings → Approvals.