Create a Purchase in the Point of Sale

In this FAQ, you will learn how to create an efficient purchase using Point of Sale, and 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, in the Point of Sale, click on + in Purchases, between Club Number and Quote status.

If you click on the magnifying glass, GEM-WORK 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, click on the + button to access the Products and Services list.

In the Products and Services list, select the ones you need and click on +Add.

After inserting the 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 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.