Purchasing and Receiving
Create purchase orders, receive stock, and resolve receiving differences.
1. Create a Purchase
Start a received-inventory purchase and record its basic details.
How to create a received inventory purchase
In this guide: Record merchandise that has already been received and add it to the selected locat...
How to select a vendor and enter the invoice number
In this guide: Connect a purchase to the supplier and keep the supplier's invoice number with you...
How to create a new product while purchasing
In this guide: Add a product to the catalog without abandoning the purchase you are entering. Ste...
2. Add Received Inventory
Add itemized quantities and serialized units correctly.
How to add itemized inventory to a purchase
In this guide: Receive quantity-based merchandise such as cases, cables, parts, and supplies. Ste...
How to add serialized inventory to a purchase
In this guide: Receive phones, tablets, computers, or other devices tracked individually. Before ...
How to review a purchase before saving
In this guide: Catch quantity, serial, cost, and payment mistakes before inventory is updated. Re...
3. Costs and Payment
Understand purchase cost, average cost, payments, and vendor balances.
How purchase cost works for itemized inventory
In this guide: Understand how receiving itemized stock can change the product cost used for repor...
How purchase cost works for serialized inventory
In this guide: Understand why each serialized device keeps its own exact purchase cost. How it wo...
How to record payment or leave a vendor balance due
In this guide: Record how a purchase was paid or keep the amount due on the vendor account. Recor...
4. Manage Purchase Records
Find, review, edit, correct, and verify saved purchases.