Purchasing

Purchasing takes a supplier order from a draft to received stock and a payable. In this app you can:

• Create a supplier
• Fill a supplier contract
• Approve a purchase order
• Place a purchase order
• Receive on Place order
• Enter a supplier invoice
• Pay a vendor
• Receive a supplier refund
• Return goods and a credit note

Stock and the supplier payable are posted when the order is Received, not when it is placed, unless Auto-receive on order is on.

How to#

To buy, then sell, from order to payment:

1. Place a purchase order — Place order, then Receive order (or Place order alone when auto-receive is on).
2. Pay a vendor — Pay vendor. The purchase order stays Received.
3. Approve an order — Submit order, then Approve order. A sales realization appears in Reserved. There is no debt and no tax yet.
4. Issue a realization — Release realization. Stock leaves, and the customer owes the total.
5. Receive a payment — Receive payment. The sales realization stays Released.

A payment is always a separate document. Until you press the command on each card, that document stays a draft.

See also

• Sales
• Warehouse
• Purchase order