Ecuenta Lite |

Purchases

1. Purchase Management

1.1 Adding Purchase

Go to – Purchases -> Add Purchases.

Type Supplier Name or Business name in the Supplier eld. If the supplier doesn’t exist you must add them from Contacts -> Suppliers -> Add.

Enter Purchase reference number, Purchase date & Order Status.

Select Business Location: Select a location where you want to add the purchase. You can add a new Location from Settings -> Business Locations.

Type product name or scan the product barcode number. It will show related matched products, select a product to add it to the purchase list.

On adding a new product you can enter purchase quantity, purchase price, and tax information.

To add a discount: Select the discount type ( xed or percentage) and enter the amount. Ecuenta lite will auto-calculate the amount after discount.

Enter purchase tax, Shipping Details, Additional Shipping charges, Payment status, & Additional notes.

You can view the list of purchases from Purchases -> List Purchases.

You can Print Labels for your purchase by Clicking “Print Labels” in List Purchases screen.

1.2 No matching product found

This error will be displayed in 3 conditions:

Reason 1 : There are no products matching the name or SKU which you have entered. Check it once in the list products.

Reason 2 : Check the business location selected in add purchase have that product. So if the business location is Location-1, then in add/edit product the product must be assigned to that location.

Reason 3 : Make sure the product has Stock-Management ENABLED in Add/edit product. If stock management is not enabled in products then it won’t show in the add/edit purchase.

2. Purchase Payments

Purchase payment meaning paying to the supplier for the Purchases.

2.1 Payments Statuses

Paid : The PO is 100% paid.

Due : The PO is 100% not paid.

Partial : Partial amount of the PO has been paid.

Overdue : PO is 100% not paid & past the due date.

Partial Overdue : Partial amount of the PO has been unpaid & past the due date.

2.2 Adding Payments

2.2.1 Adding payment from the List Purchase screen

In list purchase click the actions for any PO and it will display the list of actions for it. This option is not displayed if there is no payment due.

2.2.2 Adding payments from Contact

Go to contact -> Suppliers. Click on actions for the supplier and it will show “Pay Due amount”, click on it and pay the amount. “Pay Due amount” this option is not displayed if there is no payment due.

3. Purchase Invoice

An invoice for purchase can be generated at every purchase.To print a purchase invoice, Go to List Purchase > Actions > Print.

3.1 Barcode for Purchase Invoice

The barcode is automatically generated in the purchase invoice based on the purchase invoice number.

4. Purchase Requisition

The purchase requisition is a document that an employee creates to request a purchase of some products when the stock reaches a low level. Only products less than the alert quantity will be shown while creating the purchase requisition.

4.1 Enabling Purchase Requisition

Go to Settings -> Business Settings -> Purchase and enable the purchase requisition check box.The purchase requisition tab will be shown in the sidebar.Click on add button and provide the required details.

4.2 Partial Purchase

If the ordered quantity in the PR is reduced while converting it into a purchase order, then the status will automatically change from ordered to partial.

5. Purchase Order

A purchase order is a document given by the buyer (usually you) to the supplier to request a purchase of goods.A purchase order contains the buyer invoicing details, delivery details, products, quantities, pricing, tax, discounts, payment terms, payment details, shipping charges if any, and other notes.The supplier will issue a sales order against the purchase order you have provided.A purchase order has multiple statuses: Ordered, Partial, Completed.

5.1 Enabling Purchase Order

To enable purchase Order, follow the below steps:

Go to Settings -> Business Settings.

Purchase tab -> Enable Purchase Order.

Save it.

5.2 Using Purchase Order in Ecuenta lite

5.2.1 Creating purchase order

After Enabling Purchase order, inside Purchase you’ll nd the Purchase -Order menu.

Go to add Purchase order, ll in all the details and save it.

Stocks are not added on issuing Purchase orders.

Once a Purchase order is created you can print it and send it to the supplier.

5.2.2 Converting purchase Order to Purchase

On receiving Purchase orders the supplier issues a sales or invoice.

Go to Purchase -> Add Purchase, select the supplier.

On Selecting it will populate the list of all Purchase orders related to the supplier on the “Purchase Order” dropdown.

Select the Purchase Order and it will auto load the products for that order with the product’s price, tax, discounts applied automatically as the sales order.

You can increase or decrease the quantity.

Save it and the status of the Purchase order will change automatically.

6. Adding Bonus or Free Items given by supplier

2 ways you can do this:

6.1 Solution 1

When adding purchases simply make purchase price 0 for the free items.

6.2 Solution 2

Find the average price of the item and use that for unit price.

For example, if you purchase 10 quantity for a price of $2 each, 10X2 = $20 and get 2 quantity free, then the average cost of each will become 20/12 = $1.66

7. Purchase custom fields

You can add some custom elds in add/edit purchase & view purchase.

To enable custom fields:

Go to settings -> Business settings -> Label for purchase custom fields:

Provide a label for the fields you need, fields will automatically get enabled once the label is added.

Check “Is required” checkbox to make the field as required in add/edit purchase.

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