Purchases
Record supplier orders, track payments, and manage purchase returns.
How purchases relate to productsPurchases are how you add stock quantity to products already in your catalog. See Setup Product Inventory for the full workflow from new product to stocked inventory.
Creating a Purchase
Where: Sidebar → Purchases → Add Purchase
Permission required: Purchases_add
- Select Supplier, Warehouse, and Status.
- Add products with quantities and unit costs.
- Apply tax, discount, or shipping if needed.
- Submit to save. Stock increases in the selected warehouse upon completion.
Screenshot: Create purchase form
Purchase List
Where: Sidebar → Purchases → List Purchases
- View, edit, or delete purchases
- Email or SMS purchase order to supplier
- Download PDF or export to Excel
- Filter by date, reference, supplier, warehouse, status, payment status
Screenshot: Purchase list
Recording Supplier Payments
- Open a purchase from the list or detail page.
- Click Show Payment to view payment history.
- Click Add Payment to record a payment to the supplier.
- Enter amount, method, and date. Submit to save.
Permission required: payment_purchases_add
Screenshot: Add payment on purchase
Purchase Returns
Where: Sidebar → Purchase Return
Return goods to a supplier from an existing purchase. Stock is reduced and refund payments can be recorded.
- From a purchase detail, click to create a purchase return.
- Select products and quantities to return.
- Submit and process any refund payments.
Pay Supplier Due Balance
From the Suppliers list, use Pay Due to settle outstanding balances across multiple purchases. See Customers & Suppliers.