Accounting & inventory help
Purchases
Buying from suppliers: requisitions, quotations and orders, goods received and purchase invoices, returns, paying suppliers and the purchase reports.
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Requests and orders
- Raise a purchase requisition A requisition is an internal request to buy something. It books nothing and moves no stock. An approver says what each line is approved for, and only then can a…
- Record a supplier's quotation A purchase quotation records the price a supplier offered. It books nothing and moves no stock. It can be made from a requisition, turned into an order with one button…
- Place a purchase order A purchase order is a promise to buy. It books nothing and moves no stock; it keeps a list of what is still to arrive so a goods received note or an invoice can be made…
- Cancel part of a purchase order A purchase order cancellation takes some or all of what is still outstanding off an order, so the order stops offering it to goods received notes and invoices. It books…
- From requisition to order, goods received note and invoice Each purchase document can be started from the one before it. The supplier and lines come over, the quantity is limited to what is left, and the earlier document cannot…
Receiving and invoicing
- Receive goods with a goods received note A goods received note brings goods into the warehouse before the supplier's bill arrives. It books no money, and the invoice made from it does not bring the goods in…
- Enter a purchase invoice The purchase invoice puts a supplier's bill into the books and brings the goods into stock. Choose the supplier, add the products, check the adjustments and save. A cash…
- Record an import purchase Choose the purchase type Import on a purchase invoice and the Import details tab opens. It keeps the pragyapan patra (customs declaration) number and date, the customs…
- Buy a fixed asset Buying a machine, vehicle or furniture uses its own purchase invoice. The cost goes to the asset's ledger instead of purchases, each unit gets a serial number, and each…
- Add a cost to a purchase with an add-on voucher A purchase add-on voucher records an extra cost that belongs to a purchase already entered, such as freight paid to a transporter. It books the cost to a ledger you…
- Change or delete a saved purchase document A purchase document can be edited or deleted until something stops it: a later document uses it, it is approved, or its year is closed and locked. Editing re-writes the…
Purchase returns
- Return goods to a supplier A purchase return sends goods back to the supplier against an invoice. It reduces what you owe (or creates a credit if you already paid), debits the purchase return…
- Return a fixed asset to the supplier Returning a purchased machine, vehicle or piece of furniture works like a purchase return, but the credit goes to the asset's own ledger and each returned unit is picked…
Paying suppliers
- Pay a supplier and what clears what A supplier's balance is everything you bought less everything you paid or returned. A payment clears an invoice only when it is made against that invoice. The ageing…
- A supplier's statement and balance See what one supplier is owed from the supplier's own page, list every supplier's opening, movement and closing with the Party Ledger Summary, or print a statement for…
Purchase reports
- The purchase register and purchase reports The purchase register lists every purchase invoice with its quantity, basic amount, adjustments and net amount, grouped the way you ask. Detail reports go down to each…
- The VAT purchase reports The VAT purchase reports list each purchase with its total, the part that is tax exempted, the taxable amount and the VAT, with the supplier's own bill number and PAN…
- What we owe: outstanding and supplier ageing The Supplier Outstanding Summary lists what you owe each supplier today. Supplier ageing splits each debt into age bands by bill date or due date, applying money you…
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