Sales Management

New/Add Purchases - No Match Product Found

1. New/Add Purchases

1. Go to – Purchases -> Add Purchases
2. Type Supplier Name or Business name in the Supplier field. If the supplier doesn’t exist you must add them from Contacts -> Suppliers -> Add
3. Enter Purchase reference number, Purchase date & Order Status.
4. Select Business Location: Select a location where you want to add the purchase. You can add a new Location from Settings -> Business Locations.
5. 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.
6. On adding a new product you can enter purchase quantity, purchase price, and tax information.
7. To add a discount: Select the discount type (fixed or percentage) and enter the amount. Look POS will auto-calculate the amount after discount.
8. 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.

See details on printing Labels here.

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. Check More here in Add/Edit Products

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.

Enable, Create & Convert Purchase Order

What is a 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

Enabling Purchase Order

To enable purchase Order, follow the below steps:

1. Go to Settings -> Business Settings
2. Purchase tab -> Enable Purchase Order
3. Save it.

Creating Purchase Order

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

Go to add Purchase order, fill 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.

Converting purchase Order to Purchase

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

1. Go to Purchase -> Add Purchase, select the supplier.
2. On Selecting it will populate the list of all Purchase orders related to the supplier on the “Purchase Order” dropdown.
3. 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.
4. You can increase or decrease the quantity.
5. Save it and the status of the Purchase order will change automatically.

Supplier's Payment Methods | PO Payment Status |

Methods for Adding Payments Made to Supplier

Adding payment while adding purchase:In the add purchase screen, you can add the payment for the purchase.

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.

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.

Payments Status

1. Paid: The PO is 100% paid.
2. Due: The PO is 100% not paid.
3. Partial: Partial amount of the PO has been paid.
4. Overdue: PO is 100% not paid & past the due date.
5. Partial Overdue: Partial amount of the PO has been unpaid & past the due date.

New/Add Purchases - No Match Product Found 1. New/Add Purchases 1. Go to – Purchases -> Add Purchases 2. Type Supplier Name or Business name in the Supplier field. If the supplier doesn’t exist you must add them from Contacts -> Suppliers -> Add 3. Enter Purchase reference number, Purchase date & Order Status. 4. Select Business Location: Select a location where you want to add the purchase. You can add a new Location from Settings -> Business Locations. 5. 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. 6. On adding a new product you can enter purchase quantity, purchase price, and tax information. 7. To add a discount: Select the discount type (fixed or percentage) and enter the amount. Look POS will auto-calculate the amount after discount. 8. 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. See details on printing Labels here. 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. Check More here in Add/Edit Products 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.
Enable, Create & Convert Purchase Order What is a 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 Enabling Purchase Order To enable purchase Order, follow the below steps: 1. Go to Settings -> Business Settings 2. Purchase tab -> Enable Purchase Order 3. Save it. Creating Purchase Order After Enabling Purchase order, inside Purchase you’ll find the Purchase -Order menu. Go to add Purchase order, fill 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. Converting purchase Order to Purchase On receiving Purchase orders the supplier issues a sales or invoice. 1. Go to Purchase -> Add Purchase, select the supplier. 2. On Selecting it will populate the list of all Purchase orders related to the supplier on the “Purchase Order” dropdown. 3. 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. 4. You can increase or decrease the quantity. 5. Save it and the status of the Purchase order will change automatically.
Supplier's Payment Methods \| PO Payment Status \| Methods for Adding Payments Made to Supplier Adding payment while adding purchase:In the add purchase screen, you can add the payment for the purchase. 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. 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. Payments Status 1. Paid: The PO is 100% paid. 2. Due: The PO is 100% not paid. 3. Partial: Partial amount of the PO has been paid. 4. Overdue: PO is 100% not paid & past the due date. 5. Partial Overdue: Partial amount of the PO has been unpaid & past the due date.