Purchase Document

PURCHASE DOCUMENT

To go to a Purchase document screen, go to

Start page > Press P on keyboard for shortcut for Purchase voucher/ click Purchase button on top

1. To view the particulars of selected document in a custom period, week, month or in a year

2. The particulars of the document as per the period selected

3. Parameters to export, navigate, rearrange, print or present the listed particulars graphically

4. Types of categories of documents

   • Regular- is the normal type to enter transactions

   • Draft- is to draft a transaction, this will not affect the records

   • Template- is to preset a template to easily process transactions through deriving to regular type

   • Pending- is to record pending transaction that are not complete to process in records

5. Each button serves its own purpose as it sounds

   • New: to create a new transaction

   • Edit: to edit an existing transaction

   • Delete: to delete an existing transaction

   • Derive: to derive a regular purchase to purchase return, goods received note

   • View: to view a saved transaction

   • Print: to print a saved transaction

   • Document Tree: to view the related movements of selected document

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1. To create new item from purchase screen

   • Click on the item selection bar.

   • Click on new goods or services on the item selection window that appears.

Items>Items> New

• Fill in all the details. Only name and unit of measurement is mandatory.

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1. To create a new account from the sales screen

   • Click the account selection bar.

   • Click on new account

• Accounts > Accounts > New (Name and Account Group is mandatory) > Save

1. To add extra expenses in a billing interface.

To add any extra expenses incurred in a billing interface:

• • Click on the account selection bar under the miscellaneous head

  • Select the expenditure account that is shown in the list

  • Enter the amount of expense on the respective column

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1. To update prices from the billing interface.

• • Click on the Update Prices icon

  • Click on the update price

  • Then save the particular document in order to update the price.

1. To enter narration for an invoice.

   • Click on Narration on the right-end corner on the interface

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• • Then enter the description and narration for the invoice

1. To remove unwanted columns in the billing interface.

   • Click on the Select or Move Columns icon on the billing interface

   • To remove unwanted heads, select the heads to be removed from Selected columns and move those heads to Available columns by using side arrows.

   • To move between selected columns, use up and down arrows in the window.

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