4. Manage Purchase Records
Find, review, edit, correct, and verify saved purchases.
How to find and review a purchase
In this guide: Find a saved purchase and review its vendor, invoice reference, inventory, payments, and balance.
Steps
- Open Inventory > Purchases.
- Search or filter by vendor, reference number, date, status, or other available fields.
- Select the purchase.
- Review the receiving location, vendor, reference number, notes, products, quantities, serial numbers, unit costs, total, payments, and balance due.
- Use linked product or serialized-item records when you need to verify current inventory.
What to verify
- Itemized quantities were added to the intended location.
- Each serialized identifier appears once and is attached to the correct product.
- The payment total and due amount match the vendor invoice.
How to edit or correct a purchase
In this guide: Correct a purchase while keeping inventory, serial history, payments, and vendor balances consistent.
Steps
- Find the purchase in Inventory > Purchases.
- Open it and select the available edit action.
- Compare the record with the original vendor invoice and physical merchandise.
- Correct the vendor, reference number, notes, itemized quantity or cost, serialized identifier or unit cost, and payment information as permitted.
- Review how the change affects local stock and the amount due.
- Save the correction.
- Reopen the purchase and verify Product List or Serialized Inventory.
Important safeguards
- Do not create a second purchase merely to correct the first one.
- Purchase-linked serialized inventory should be corrected through its purchase whenever possible.
- If you are unsure whether the original save succeeded, check the Purchase List before submitting again.
- Use the authorized void or delete workflow only when the entire purchase should be reversed.
After correcting
Confirm the purchase total, payment balance, itemized stock, serialized status, and location ownership all agree with the real merchandise and vendor invoice.