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How to register a purchase document?
FAQ
›
Purchases
How to register a purchase document?

How to register a purchase document?

Warehouse → Purchases

1. Click "+" to enter a purchase.

Entering a new purchase in the warehouse section

  1. Purchase Registration:
    2.1 Select "Warehouse" by clicking the pencil icon.
    Selecting the warehouse using the pencil icon
    2.2 In the opened window, select the "Warehouse" by clicking the icon.
    Selecting the warehouse in the opened window
    Choosing the warehouse from the list
  2. Select the appropriate "Operation Type" by clicking the pencil icon.

Selecting the operation type for the purchase
3.1 In the opened window, select the appropriate option.
Choosing the operation type from the window
4. Fill in the "Supplier" field.
5. Specify the document series and number.
Filling in supplier and document information
6. Register the purchased goods/services:
Registering purchased goods or services
6.1 Create a product/service card:
Creating a product or service card
6.2 In the opened window, click
6.3 Fill in the product/service name, attribute, and unit of measurement.
Filling in product or service details
6.4 After filling in the fields, click "Save and Select."
6.5 Fill in the quantity and price of the purchased product/service.
Adding quantity and price for the purchased product or service

6.6 If only one item was purchased, click "Save." If more than one different product was purchased, click "Save and Create New."

7. Verify that the total data matches the purchase document.

Verifying and saving purchase document totals


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