A purchase records goods you buy from a supplier, from the order to the moment the goods arrive. It adds nothing to your stock until you receive the goods.
Use it every time you order goods, so your stock and what you owe your suppliers stay right.
Before you start
Add the supplier first on Suppliers.
Your role needs the purchase permissions, such as Manage Supplier Purchases and Receive Purchases.
Step 1. Start a new purchase
In the side menu, under Inventory & Warehouses, select Purchases, then press New purchase. Choose the Supplier, or press the button beside it to add a new one. In Deliver to, choose the branch or warehouse the goods will arrive at. Add Expected by and the Supplier reference, such as their quote number, if you have them.
Choose the supplier, and in Deliver to the branch or warehouse the goods will arrive at.
Step 2. Add the items
For each item, choose the Item and type the Quantity. If the supplier sells in packs, type the Unit, such as carton, and how many pieces are in one. Type the Cost per unit, and a Line discount if you got one. Press Add line for the next item.
Under Discount and charges, you can add a discount on the whole purchase and charges such as freight.
One line per item: the quantity, the unit if the supplier sells in packs, and the cost per unit. Add line adds the next item.
Step 3. Save the draft
Press Save draft. You see Draft saved. Send it to the supplier when it is ready. The purchase page opens with the status Draft.
Save draft keeps the purchase without sending it.
Step 4. Send it and print it
Press Send to supplier and confirm. You see Purchase sent. It is now expected from the supplier. and the status is Sent.
Storedoor does not email the supplier. Press Print, then Print again on the purchase order page, and give the paper or the saved file to your supplier.
If you see Every line needs a cost before the purchase is sent., press Edit and add the missing cost.
A draft opens with Send to supplier. Once sent, Print gives you the paper to hand over.A sent purchase shows Sent. Print for the supplier now, and Receive goods when they arrive.
Step 5. Receive the goods
When the goods arrive, open the purchase and press Receive goods. Scan or type a barcode or SKU to find a line, and type how many arrived in Arrived now. Anything you do not count stays expected from the supplier.
Press Receive, then confirm. You see Goods received into the place you chose.
Scan or type a barcode or SKU to find a line, then type how many arrived now.
Step 6. Finish a purchase that came in parts
After a part arrives, the status is Partly received, and Still due shows what is missing. Receive again when the rest comes. If the supplier will not send the rest, press Close the rest.
Partly received: Still due shows what is missing. Close the rest when the supplier will not send it.
Step 7. Cancel a purchase
Before any goods arrive, press Cancel purchase and confirm. Tell your supplier yourself.
Result
The received goods show in your stock at the place you chose, the purchase shows Received when nothing is left to come, and the Purchases page shows your open purchases at a glance.
The Purchases page shows your open purchases, what came in, and what you still owe, at a glance.