Track deliveries, purchase prices, suppliers and goods received into stock.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Create a supplier. Enter the name, contact information and business details.
- Add a purchase. Select the warehouse, date, supplier and items.
- Enter the quantity and price. Check the units and document total.
- Post the goods receipt. Do not replace the document with a manual stock balance edit.
Check the result
Stock increases by the purchased quantity, purchase cost updates according to the accounting rules, and the document is available in the history.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.