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Purchase Order  (Purchase -> Purchase Order)

This is to issue a purchase order bill.

  •  Supplier : Click on the arrow down button to set the supplier code and the supplier name will appear automatically on screen
  •  Address : The address will appear automatically once selected the supplier.
  •  Date : Specify the date it was created, if available.
  •  Reference : The current purchase order number and is generate automatically. You can either present or reset another new number.
  •  Attention: The attention will appear automatically once selected the supplier.
  •  Credit Terms : Billing method as maintained in supplier file.
  •  Agent: Select the agent if applicable.
  •  Project: To select which project or department is belongs to this purchase order.
  •  Product : Click on the dropdown list to type or click on the product code.
  •  Description : The system will auto generate / display the product’s description
  •  Location : Click on the dropdown list to type or click on the location (Where the product to be place.) (Default location to be HQ)
  •  Click the “New line” button that you can continuously key in for next product.

Save the Bill

  • · Save - Save this document and you will switch back to main / header screen.
  • · Save As Draft – Save this document temporary and you still able to modify later.
  • · Save and add another – Save this document and you can add a new purchase order continuously.
  • · Print Button – Save this document and you will be able to preview this document, print out this document, convert this document to excel or convert this document to pdf.

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Good Received Note  (Purchase -> Good Received Note)

This is to issue a good received note bill (Supplier Delivery Order).


Method 1 : 

User ‘Generate’ button to convert Purchase Order to Good Received Note in order to clear Outstanding Purchase Order, and select respective supplier name.

  1. Select Supplier code
  2. Select Purchase Order
  3. Enter your quantity
  4. Click Ok.


Method 2 : 

If the good received note receive without any purchase order, you may follow method 2.

 

Click + button to add a new goods receive note.


  • Supplier : Click on the arrow down button to set the supplier code and the supplier name will appear automatically on screen
  • Address : The address will appear automatically once selected the supplier.
  • Date : Specify the date it was created, if available.
  • Reference : The current good receive note number and is generate automatically. You can either present or reset another new number.
  • Attention: The attention will appear automatically once selected the supplier.
  • Credit Terms : Billing method as maintained in supplier file.
  • Agent: Select the agent if applicable.
  • Project: To select which project or department is belongs to this good receive note.
  • Product : Click on the dropdown list to type or click on the product code.
  • Description : The system will auto generate / display the product’s description
  • Location : Click on the dropdown list to type or click on the location (Where the product to be place.) (Default location to be HQ)
  • Click the “New line” button that you can continuously key in for next product.

Save the Bill

  • Save - Save this document and you will switch back to main / header screen.
  • Save As Draft – Save this document temporary and you still able to modify later.
  • Save and add another – Save this document and you can add a new goods receive note continuously.
  • Print Button – Save this document and you will be able to preview this document, print out this document, convert this document to excel or convert this document to pdf.

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Purchase Invoice  (Purchase -> Purchase Invoice)

This is to issue a purchase invoice bill (Supplier Invoice).

 

Method 1 : 

User ‘Generate’ button to convert Purchase Order / Good Received Note to Purchase Invoice, and select respective supplier name.


Method 2 : 

If the purchase invoice receive without any purchase order / good received note, you may follow method 2.



  • Supplier : Click on the arrow down button to set the supplier code and the supplier name will appear automatically on screen
  • Address : The address will appear automatically once selected the supplier.
  • Date : Specify the date it was created, if available.
  • Reference : The current purchase invoice number and is generate automatically. You can either present or reset another new number.
  • Attention: The attention will appear automatically once selected the supplier.
  • Credit Terms : Billing method as maintained in supplier file.
  • Agent: Select the agent if applicable.
  • Project: To select which project or department is belongs to this purchase invoice.
  • Product : Click on the dropdown list to type or click on the product code.
  • Description : The system will auto generate / display the product’s description
  • Location : Click on the dropdown list to type or click on the location (Where the product to be place.) (Default location to be HQ)
  • Click the “New line” button that you can continuously key in for next product. 

Save the Bill

  • Save - Save this document and you will switch back to main / header screen.
  • Save As Draft – Save this document temporary and you still able to modify later.
  • Save and add another – Save this document and you can add a new purchase invoice continuously.
  • Print Button – Save this document and you will be able to preview this document, print out this document, convert this document to excel or convert this document to pdf.

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Cash Purchase  (Purchase -> Cash Purchase)

This is to issue a cash purchase purchased from supplier.


Method 1 : 

User ‘Generate’ button to convert Purchase Order / Good Received Note to Cash Purchase, and select respective supplier name.


In the payment mode, you can select the payment method and enter the amount.



Method 2 : 

If you wish to create a new cash purchase transaction, you may follow method 2.

 

Go Setting > General Setting > Purchase Transaction

Select the supplier account as a default cash purchase supplier.


The supplier code will select cash purchase code automatically.


Purchase Return  (Purchase -> Purchase Return)

This is to issue a purchase return bill (Goods return to Supplier).


Generate from Purchase Invoice.

① Select Supplier Code.
② Select Purchase Invoice.
③ Modify the return quantity.
④ Click Ok.



Purchase Return  (Purchase -> Purchase Return)

This is to issue a purchase return bill (Goods return to Supplier).

After confirm the data is correct, can click the save button to save this purchase return.


Write Off Purchase Order  (Purchase -> Write Off Purchase Order)

This is for user to write off the quantity of an item in purchase order.

 

Browse to the purchase order, and click “Edit”.


Enter the amount of quantity to write off.



Pay Bills  (Purchase -> Pay bills)

This is for user to make payment transaction for supplier.


Click add button.   


Select your supplier and transaction to make pay bill record.


Print Bill  (Purchase -> Print Multiple)

The print multiple menu allows user to either view or (and) print all type of bills that being generated previously under the transaction menu.

 

The following options enables user to print more than one bills of each type.

  • Purchase Order
  • Good Received Note
  • Purchase Invoice
  • Cash Purchase
  • Purchase Return


There is the “Print Multiple” button in every above module.


Purchase Report  (Purchase -> Report > Supplier > Purchase Report)

There are various purchase reports breakdown by Purchase Invoice, Cash Purchase, Purchase Return and breakdown by month.

.

  • Purchase Report
  • Purchase Report by Month
  • Product Purchase Report
  • Product Purchase Report by Month
  • Product Purchase Report by Supplier
  • Top Product Report

Top/Bottom Customer Purchase Report

  • Top Supplier Report
  • Top Product Purchase Report


Supplier Bills Listings

This section allows user to print bills in summary for accounting bill and non accounting bill type.

 

Outstanding P/O

User can check the outstanding Purchase Orders that have not shipped to your company. This report shows the status of item ordered, goods that have received and outstanding items in quantity.


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