Understanding Purchase Register

This sub module of finance helps to record all the purchases done by the Company. This might include purchase, purchase return and replacement of a purchased product.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Purchase Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and search for Purchase. Enable the permissions Purchase > Purchase Register, Create Purchase Return, Edit Purchase Return, Delete Purchase Return and View Purchase Return.

Click on Save.

 

Purchase Register

The approved purchase invoices are shown on this page. 

All the details regarding the products under Purchase and Purchase Returns are shown in the list.

The search button on the top right side can be used to search for particular transactions/products/vendors or transactions under a particular period of time can be grouped and seen. 

The details of the payments made and pending amounts are also shown.

For the transactions that are paid the Action button when clicked will show their transaction history/return button for returning items/ View return if the product has been returned.

For transactions that are Unpaid the Action Button will show the return button to return products or Payment button for paying the vendor.

An outward challan is automatically created for returned products and they will no longer be displayed in the stock of the company. 

 

Purchase Return Register 

This Module records all the materials that are returned to the vendor after Purchase. 

The Payment history under the action button will show all the amount received once the products are returned.

The Edit Return will help the user in making any changes to the products that are to be returned.

The Delete return is for deleting any record if it has been wrongly entered as a Purchase Return.

The View Return button is to view the record of the amount to be returned and the products that have been returned.