Purchases

Suppliers

Suppliers sell goods and services to your business. Once you mark a contact as a supplier, you can transact with them via Bills and Debit notes.

A. Create/Add New Supplier

• 1. Go to Purchases and select Suppliers.
  
  
  
• 2. Click on CREATE NEW SUPPLIER.
  
  
  
• 3. Select contact type as Supplier and enter the required supplier details and click on Save.
  
  
  The contact creation page, apart from requesting general information such as the contact and company names etc. is split into several sections such as,
  Payment Details - You can enter supplier currency and payment terms here.
  
  
  Enter Address details.
  
  
  Add Notes if needed and click Save.
  
  
  Add Supplier
  Click add icon to add more Suppliers.
  
  
  

B. Edit Supplier

Click Edit to edit supplier details.

C. Delete Supplier

Delete supplier by Clicking More and select Delete.

d. New Transaction

Select supplier and click New Transaction from profile.
Directly create Bill, Debit Note and Expense for the selected supplier.


Click Transaction and choose the required filter to view transaction done for the selected supplier.

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Purchases Register

Bills

When your supplier supplies goods/services to you on credit, you're sent an invoice that details the amount of money you owe him. You can record this as a and track it until it's paid.

A. Create/Add New Bill

• 1. Go to Purchases and select Purchases Register.
  
  
  
• 2. Click CREATE A BILL.
  
  
  
• 3. Enter the required fields and click Save.
  
  
  
  Click add icon to add more bills.
  
  
  

B. Edit Bill

Click edit icon to edit Bill.


Edit Bill details and click Save Changes.

C. Record Payment

Select bill and click Record Payment.


Enter payment details and click Record Payment.


Status
Overdue - The due date for these bills has passed and payment needs to be made.
Partially Paid - A portion of these bills have been paid and the remaining amount is outstanding.
Paid - Bills has been completely paid.

D. Print

Download bill in pdf by selecting bill and click PDF icon.

E. More

You can perform actions like Clone, Delete and Attach file by selecting bill and click More.

• i. Clone - Create a duplicate of the bill with same details.
• ii. Attach file - Attach any receipts, bills or attachments associated with the bill.
• iii. Reverse - Create a reversal entry for bill by selecting Reverse from More.
• iv. Delete - Bill can be deleted by selecting Delete from More option.
  Multiple bills can be deleted by selecting the bills (tick the checkbox) and click Delete.
  
  
  

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Expenses

Money spent or cost incurred in an organization's efforts to generate revenue, representing the cost of doing business.

A. Create/Add New Expense

• 1. Go to Purchases and select Expenses.
  
  
  
• 2. Click RECORD EXPENSE.
  
  
  
• 3. Enter expense details and click Save.
  
  
  

Add Expenses

Click add icon to add more expenses.

B. Edit Expense

Click edit from profile.


Edit Expense details and click Save Changes.

C. More

You can perform actions like clone, delete and attach file by selecting bill and click More.

• i. Clone - Create a duplicate copy of expense.
• ii. Attach file - Attach any receipts associated with the expense.
• iii. Delete - Expense can be deleted by selecting Delete from More option.
  Multiple expense can be deleted by selecting the expense (tick the checkbox) and click Delete.
  
  
  

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Payments Made

The payments you make on your bills can be viewed under Payments Made. A receipt for these payments can be seen with details such as date, payment mode and amount.

A. Edit Payment

Click Edit to make changes in payment and Save.

B. Delete Payment

Select Payment and click Delete.

C. Print

Select payment and click PDF icon.

D. Attach File

Attach any receipts, bills or attachments associated with the bill by selecting Attach file.

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Debit Notes

Go to Purchases and select Debit Notes.

A. Create/Add New Debit Note

Clicks CREATE NEW DEBIT NOTE.


Enter Debit Note details and click Save.



Add Debit Note
Click add icon to add more debit notes.

Edit Debit Note

Click edit to edit Debit Note.

B. Apply To Bill

Debit Notes can be applied to bill raised against the same supplier.

• Option 1:Select Debit Note and click Apply To Bill.
  
  
  A list of the bills raised for that supplier is displayed. Select the appropriate one and specify the amount to be applied.
  
  
  
• Option 2: Debit Notes can also be applied by opening the bill and choose Click here to apply available debits to bill.
  
  
  Enter amount to debit and click Save.
  
  
  Status
  i. Open - The debit note has been created and is due payment by the supplier.
  ii. Closed - The debit note has been accounted for, either through a refund or by associating it to a bill.
  iii. Void - The debit note has been made invalid.
  

C. Print

Print a copy of your Debit Note in pdf by choosing PDF icon.

D. More

• i. Refund
  If you've received a direct payment from the vendor towards the amount owed to you, you can record this against the corresponding Debit Note created.
  
  
  
• ii. Void
  You can void Debit Note, choosing Void from More. On doing this Debit Note will be rendered invalid.
  
  
  
• iii. Open
  Once Debit is voided, you can revert the Debit Note by choosing Open from More.
  
  
  
• iv. Delete
  Delete the Debit Note by choosing Delete from More.
  
  
  Multiple Debit Notes can be deleted by selecting the Debit Note (tick the checkbox) and click Delete icon.
  
  
  
• v. Attach File
  Attach any receipts, bills or attachments associated with the Debit Note by selecting Attach file from More.