Purchase

Purchases

In this section, we will explain how the purchase section works.

To access this function, we must go to the left side menu and unfold the Purchases option.

We will find three submenus: Purchase List, Add Purchase, Import Purchases with CSV.

If we go to the purchase list, we will go to the main view where the purchased orders will be displayed, the status of the purchase, how much has been paid and how much is left to pay, who is the supplier, date, etc.

In the upper left part, we will see the option to add a new purchase. If we click on it, all the required fields to create a purchase will appear.

It is important to emphasize that we must have some aspects pre-configured. For example, we cannot create a purchase if we have not previously created a supplier. And we cannot add a product if we do not have a product assigned to a supplier.

Each Purchase must be linked to a position or warehouse.

On the right side, we can edit the purchase, add payments we make to the supplier, view payments, and other options. This function is a quick way to manage the payments we make and see the financial status of the purchase.

Next, we can add the supplier and upload a file, such as a certification document or any document related to the purchase.

Next, we can enter the product we want to buy. Just by typing the first digits of the reference, the list that is being filtered will appear. As we mentioned at the beginning, we must have created the product before making the purchase.

If we continue, we find the discount, the tax we have on this purchase, for example, if it is an international purchase, it may not have VAT, then if we want to put a transport cost.

This is the option that allows us to create a purchase. Once created, it will appear on our main screen of the purchase section.

Next, in the left side menu, in the purchase section, we have add purchase, this option is the same as we have already explained, it can be accessed through the menu or the upper left button.

The next option we have in the menu is to import purchase with CSV. This option is very useful for those with a large volume of products. In this way, our supplier will only have to provide us with a table with the products they send us, and we can automatically import the products without having to do it manually.

We have in the same view a template that we can download to create the table to import products.

As we mentioned before, we must always have predefined the necessary parameters, the warehouses created, the types of taxes, etc.

In summary, this option allows us to manage the purchases of our assets, in an orderly manner and in the context of a complete company management system.