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Order from a supplier, receive the goods and enter the bill

Purchase Orders is the buying side of the chain, laid out like the selling side: what you ordered from suppliers, how much has arrived and how much has been billed.

You need

• bizsuite.purchasing.create
• bizsuite.purchasing.update

Steps

1. Open Purchase Orders and press Raise purchase order. Choose the supplier from your contacts or type a name, add the lines and save. It stays a draft, and can be edited, until it is sent.
2. Press Send to supplier. Sending is what gives the order its number. When the supplier agrees, press Confirm order.
3. When goods come in, press Receive goods and choose the warehouse or branch they are going into. The quantities offered are what is still outstanding, so a part delivery leaves the rest still to come.
4. When the supplier’s bill arrives, press Enter bill and choose the delivery it is for. The quantities come from that delivery and the prices from the order, so you type only the supplier’s own number and the day payment is due.
5. The bill is written into the accounts and posted to the one ledger — not into a second set of books — and the order lists it with its supplier bills.

Nothing can be received until at least one warehouse or branch exists; add one on Warehouses.

Related

• Add the places your stock is held
• Add the goods and services you sell and buy