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Purchases and vendors

Use Purchases to manage supplier orders from creation through receipt. Purchase records keep vendor details, ordered items, quantities, costs, and stock arrival history connected.

Create a purchase​

Open New Purchase to create a supplier purchase order and add line items. Select the vendor, enter the products and quantities being ordered, review unit prices, and confirm the grand total before creating the purchase.

New purchases begin with the Created status.

Mark stock in transit​

Use the in-transit workflow when the supplier shipment is on its way. Only orders with the Created status are available for this action.

Once a purchase is marked In Transit, its destination store is locked. This protects the receiving workflow from being redirected after shipment.

Receive stock​

When the shipment arrives:

  1. Open Receive Stock.
  2. Select the purchase.
  3. Compare the delivered items with the purchase record.
  4. Confirm the quantities actually received.
  5. Record damaged or missing stock before completing receipt.

Receiving updates available inventory and adds the event to Receive History.

All Purchases​

Use All Purchases to review vendor order status and history. Purchase statuses include Created, Transit, and Received.

Vendors and expenses​

Maintain vendor records so purchases remain associated with the correct supplier. Use Expenses for operating costs that should be visible in business reporting but are not inventory purchases.