Create a Purchase in the Purchases Tab

In this FAQ, you'll learn how to create an efficient purchase using the Purchases tab. This tab allows you to manage all stages of your purchasing process, from item selection to final validation. By following these simple steps, you'll be able to organize your purchases, track orders and optimize your transactions.

To create a purchase, click on Purchases > Purchases > +Add in the left menu.

If you choose to create a new purchase, after clicking on the +New 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 red + button to access the list of Products and Services and you don't find the one you want, you can create a new one by clicking on the +New button. Click on the + button to access the Products and Services list.

In the Products and Services list, choose the product(s) or service(s) and click on Add.

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 opens 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 opens. It contains the following information:

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

There are three buttons: Receive, Reset and Close. 

But if you click on Process, the window that opens shows 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.