Create a Purchase in the Point of Sale

By following these simple steps, you'll be able to organize your purchases, track orders and optimize your transactions. To create a purchase, in the Point of Sale, click on + in Purchases, which is located between Club Number and Title.

If you click on the magnifying glass, GEM-CAR will open a window with a list of purchases. You can select one, search by Status, State, Supplier, Product, Type. At the bottom of the page, you can select the following buttons:

• Print
• Create a PDF
• Create an Excel document
• Close

If you choose to create a new purchase, after clicking on the + button, a new purchase window will open. In the purchase window, enter the following data: 

• Supplier
• Product (you can search in the bar on the right of the page, or press the red + key)
• Product quantity
• Product price

In the purchase window, if you click on the blue magnifying glass button to access the list of Products and Services. 

Choose the product(s) or service(s) and click on Add.

After inserting a product, return to the purchase page. At the bottom right of the page, you'll find the amounts with taxes and the following buttons:

• Subdivide
• +Purchase Order
• Receive
• Process

If you click on the Subdivide button, a window will open to indicate which product(s) is (are) not ready to be processed.

If you click on the +Purchase Order button, a pdf document will be created and will be available in the Documents tab. If you click on the Receive button, another window will open. It contains the following information:

• Reference
• Date
• Product(s)
• Account
• Price
• Quantity 
• Notes in document
• Fees
• Merchandise value
• Total value
• Coefficient value

There will be three buttons: Receive, Reset and Close. 

But if you click on Process, the window that will open will show the following options: 

• Type of Treatment
• Invoice Number
• Date

Check or uncheck the “Receive the quantities of this purchase” box, depending on your requirements. Click on Process.

The purchase will be included in the list and will be accessible from the Purchases > Purchases menu. Furthermore, it will be linked to the client's estimate (if a customer is linked) in the Purchases tab, which is located between Sales and Notifications.