Purchase Module

The Purchase Module facilitates the management of procurement processes, including purchase orders, purchases, debit notes, supplier details, supplier payments, and allocation of payments. This module ensures smooth operations and proper tracking of all purchasing activities.

1. Purchase Order

Add a Purchase Order

1. Navigate to the Purchase Order section in the Purchase Module.
2. Click on the Add Purchase Order button.
3. Fill in supplier details, order items, and quantities.
4. Save the purchase order.

Edit a Purchase Order

1. Go to the Purchase Order section.
2. Locate the order and click Edit.
3. Update necessary fields and save changes.

View Purchase Order Details

1. Navigate to the Purchase Order section.
2. Click on an order to view its details.

Void a Purchase Order

1. Locate the purchase order to be voided.
2. Click Void and confirm the action.

Approve a Purchase Order

1. Navigate to the Pending Orders section.
2. Select an order and click Approve.

Print Purchase Order

1. Navigate to the Purchase Order section.
2. Click on Actions and select Print.

2. Purchase

Add a Purchase

1. Navigate to the Purchases section.
2. Click Add Purchase.
3. Enter supplier details, invoice number, and item details.
4. Save the purchase.

Edit a Purchase

1. Go to the Purchases section.
2. Select the purchase and click Edit.
3. Update necessary information and save.

View Purchase Details

1. Navigate to the Purchases section.
2. Click on a purchase entry to view details.

Void a Purchase

1. Locate the purchase to be voided.
2. Click on the Void button and confirm.

Approve a Purchase

1. Navigate to the Pending Purchases section.
2. Select a purchase and click Approve.

Print Purchase Records

1. Navigate to the Purchases section.
2. Click on Actions and select Print.

3. Debit Note

Add a Debit Note

1. Navigate to the Debit Note section.
2. Click Add Debit Note.
3. Enter the purchase details, amount, and reason for the note.
4. Save the debit note.

Edit a Debit Note

1. Go to the Debit Note section.
2. Select the note and click Edit.
3. Update the details and save changes.

View Debit Note Details

1. Navigate to the Debit Note section.
2. Click on a debit note to view details.

Void a Debit Note

1. Locate the debit note to be voided.
2. Click on the Void button and confirm.

Print Debit Notes

1. Navigate to the Debit Note section.
2. Click on Actions and select Print.

4. Supplier

Add a Supplier

1. Navigate to the Suppliers section.
2. Click Add Supplier.
3. Enter supplier name, contact information, and other relevant details.
4. Save the supplier.

Edit a Supplier

1. Go to the Suppliers section.
2. Select a supplier and click Edit.
3. Update the information and save.

View Supplier Details

1. Navigate to the Suppliers section.
2. Click on a supplier to view details.

Print Supplier List

1. Navigate to the Suppliers section.
2. Click Actions and select Print.

5. Supplier Payments

Add a Supplier Payment

1. Navigate to the Supplier Payments section.
2. Click Add Payment.
3. Enter supplier details, payment amount, and method.
4. Save the payment.

Edit a Supplier Payment

1. Go to the Supplier Payments section.
2. Select a payment and click Edit.
3. Update payment details and save.

View Payment Details

1. Navigate to the Supplier Payments section.
2. Click on a payment to view details.

Void a Supplier Payment

1. Locate the payment to be voided.
2. Click Void and confirm.

Print Payment Records

1. Navigate to the Supplier Payments section.
2. Click Actions and select Print.

6. Allocate Supplier Payments

Allocate a Supplier Payment

1. Navigate to the Allocate Payments section.
2. Select a payment and click Allocate.
3. Assign the payment to relevant invoices.
4. Save the allocation.

Benefits of the Inventory and Purchase Modules

• Enhanced Accuracy: Track stock and procurement records in real time.
• Improved Efficiency: Automate workflows and streamline operations.
• Better Insights: Analyze inventory and purchasing trends for decision-making.
• Streamlined Operations: Manage all activities from a single interface.