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Create Purchases

To add a new Purchase in the POS system, follow these steps:

  • Go to the side menu bar.
  • Select Purchasing from the dropdown menu.
  • Click on Purchases to open a new page.

Add Purchases:

  • Click on the Add button located at the top left side of the screen.
  • A form will appear, prompting you to enter the details of your purchase.

Create Purchases

Enter Suppliers Details:

  • Select the supplier from whom you're making the purchases, from the Supplier dropdown menu. If the supplier is not already listed in your database, you may need to add them to your POS system before proceeding.

Add Products Purchased:

Start adding the products you want to purchase by using the following methods: - Scanning Barcodes: If the products have barcodes, scan them using your POS system's barcode reader. - Search by Name or Code: Use the search bar to find products by their name or product code. You can also scan barcodes into this search field. - Create New Product: You can create a new product and enter in the product informatin from this page.

Import from EDI:

  • If your system supports Electronic Data Interchange (EDI), you can import product lists directly by clicking the Import button. This will allow for faster and more accurate data entry. Reach out to our support team if you have more questions about this feature.

Adjust Product Information:

  • Enter Quantity, Unit Cost, and Selling Price.

Product Management:

Edit Products: On the right side of Subtotal column, there is a yellow button (pencil icon). Clicking this button allows you to edit the product details.

View Purchase History:

Next to the yellow edit button, there is a blue button (book icon). Clicking this button opens the purchase history for the specific product. It shows the quantity, cost, category, and the different suppliers from which the product has been purchased on various dates.

Miscellaneous Cost:

  • Enter any additional costs related to the purchase in the Miscellaneous Cost field. This could include shipping, handling, taxes, or other fees that are part of the total purchase cost.

Notes:

  • Add any specific notes related to this purchase in the Notes section. These notes are optional but can be useful for tracking additional details about the transaction.

Submit:

  • After reviewing all the entered information, click the Submit button at the bottom of the screen to finalize the purchases. The system will calculate the total and add it to your records.

Reset:

  • If you need to clear all fields and start over, click the Reset button. This will wipe the form and allow you to enter new details without saving any previous information.