Module guide

Purchasing: compare, approve, receive, then invoice

Compare supplier quotes, raise purchase orders under your approval limits, inspect what arrives and invoice only what was received.

2 stages7 stepsIncludes video

Step 1 of 714%

Step 1 of 7: Add the supplier once, with its account

Stage 1 of 2From comparison to order

Add the supplier once, with its account

  1. Add supplier

    Name, code and currency are required; the supplier's account is created with it.

    Read the help article
  2. Balance

    What you owe the supplier, read from its account.

    Read the help article

In Purchasing › Suppliers, select Add supplier and enter the name, code and currency. The system also creates the supplier's account in your chart of accounts, so every purchase and payment posts there.

The Balance column shows what you owe each supplier in your branch. Supplier categories links each supplier to the items it sells you.

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Purchasing: compare, approve, receive, then invoice - From comparison to order