How to register a purchase document?
  1. Warehouse → Purchases. Click "" to start entering a purchase.
  2. Purchase registration:

    3. Select "Warehouse" by clicking the pencil icon:

    Selecting the warehouse using the pencil icon

    In the opened window, select the "Warehouse" by clicking the icon "".
    Choosing the warehouse from the list

  3. Select the appropriate "Operation Type" by clicking the pencil icon.
    4. Selecting the operation type for the purchase

    In the opened window, select the appropriate option:

    Choosing the operation type from the window

  4. Fill in the "Supplier" field.
    • If the supplier is new, create a "Supplier" card by clicking the pencil icon:
      Supplier card creation icon
    • To create the card, click "":
      Supplier card creation window
    • Fill in the available information:
      Filling in supplier information
      Also fill in the address if known by clicking the "Addresses, Branches" tab.
    • After filling in the fields, click "Save and Select":
      Saving and selecting the supplier card
  5. Specify the document series and number:
    6. Entering document series and number
  6. Register the purchased goods/services:
    7. Registering purchased goods or services
    • Create a product/service card:
      Product or service card creation window
    • In the opened window, click "".
    • Fill in the product/service name, attribute, and unit of measurement:
      Entering product or service details
    • After filling in the fields, click "Save and Select".
    • Fill in the quantity and price of the purchased product/service:
      Entering quantity and price for the purchased product or service
    • If only one item was purchased, click "Save." If more than one different item was purchased, click "Save and Create New."
  7. Verify that the total data matches the purchase document:
    Verifying and saving purchase document totals
  8. Click "Save" to save the document:
    Save document button
  9. The purchase is now registered and displayed in the Purchases module:
    Viewing registered purchase in Purchases module
    10. Note. The function of a button can be seen by hovering the mouse pointer over it:
    Button explanations window
› › ›
Accounting Software

How to register a purchase document?

  1. Warehouse → Purchases. Click "" to start entering a purchase.
  2. Purchase registration:

    3. Select "Warehouse" by clicking the pencil icon:

    Selecting the warehouse using the pencil icon

    In the opened window, select the "Warehouse" by clicking the icon "".
    Choosing the warehouse from the list

  3. Select the appropriate "Operation Type" by clicking the pencil icon.
    4. Selecting the operation type for the purchase

    In the opened window, select the appropriate option:

    Choosing the operation type from the window

  4. Fill in the "Supplier" field.
    • If the supplier is new, create a "Supplier" card by clicking the pencil icon:
      Supplier card creation icon
    • To create the card, click "":
      Supplier card creation window
    • Fill in the available information:
      Filling in supplier information
      Also fill in the address if known by clicking the "Addresses, Branches" tab.
    • After filling in the fields, click "Save and Select":
      Saving and selecting the supplier card
  5. Specify the document series and number:
    6. Entering document series and number
  6. Register the purchased goods/services:
    7. Registering purchased goods or services
    • Create a product/service card:
      Product or service card creation window
    • In the opened window, click "".
    • Fill in the product/service name, attribute, and unit of measurement:
      Entering product or service details
    • After filling in the fields, click "Save and Select".
    • Fill in the quantity and price of the purchased product/service:
      Entering quantity and price for the purchased product or service
    • If only one item was purchased, click "Save." If more than one different item was purchased, click "Save and Create New."
  7. Verify that the total data matches the purchase document:
    Verifying and saving purchase document totals
  8. Click "Save" to save the document:
    Save document button
  9. The purchase is now registered and displayed in the Purchases module:
    Viewing registered purchase in Purchases module
    10. Note. The function of a button can be seen by hovering the mouse pointer over it:
    Button explanations window

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