How to Record a Purchase

This guide shows you how to record a purchase of stock from a supplier.

1. Open Purchases. Click Purchases in the top menu, then New Purchase.
2. Select the Supplier. Choose who you're buying from. If they're not in the list yet, add them as a supplier first.
3. Set the Purchase Date. Defaults to today, but you can change it if you're recording a past purchase.
4. Add the items and quantities. Pick each product you're buying and how much of it.
5. Choose the payment source. Select Business Funds if the business is paying, or Personal Funds if you're paying out of pocket and will reimburse yourself later.
6. Record how much you're paying. Enter what you're paying now — the system shows you the running Paid amount and remaining Balance as you go, in case you're not paying the full amount immediately.
7. Add Notes (optional) and save. The purchase updates your stock levels automatically and appears in your Purchase Report.