1.Purchase:

• A purchase is a routine operation carried by both individuals and corporations.
• The purchase activity is normally a formal procedure when it comes to any orders and Service.

Dashboard

• Purchase dashboard will be shown as below image:
  

  1.1.Purchase Order:

• Click on the left side Menu List→Click on Purchase→Click on Purchase Order→ Click on the Create PO.
  
  
  

• Click on the Create Purchase Order form to open as per the below image.
  
  1.Purchase Type: Select Type using dropdown.
  2.Purchase Template: Select Template using dropdown.
  3.Purchase Category: Select Category using dropdown.
  4.Purchase Date: Select Date.
  5.Purchase No: Enter the Invoice no.
  6.Reference Order: Enter the Reference order.
  7.Vendor: Select Vendor using dropdown.
  8.Payment Due Date: Select Due date.
  9.Currency: Select Currency using dropdown.
  10.Supply Date: Select Supply date.
  11.Reference Invoice No: Enter the Invoice no.
  12.Place of Supply: Select Supply using dropdown.
  13.Is RCA: Select RCA using the dropdown.
  14.Invoice Type: Select Type using dropdown.
  15.Import Type: Select Type using dropdown.
  16.Warehouse: Select Warehouse using the dropdown.
  17.Is Ecommerce: Select Ecommerce using dropdown.
  18.Purchase Tags: Enter the Tags.
  19.Notes To Vendor (Delivery,PO,Others): Enter the Notes.

• After filling all the mandatory fields click on the Save Purchase button.
  
  
• To Enter item details & advanced details, click on Edit button as shown in below image:
  
  
  
• Form will be open as shown in below image
  
  1.Item: Enter the Item.
  2.HSN Code: Enter HSN Code.
  3.Unit Price: Enter the Unit price.
  4.Quality: Enter the Quality.
  5.CGST: Select CGST using dropdown.
  6.SGST: Select SGST using dropdown.
  7.IGST/UGST: Select IGST/UGST using dropdown.
  8.Amount: Enter the Amount.
  9.Item Description: Enter item description
  10.Terms and Condition: Select Terms and condition using dropdown.
  11.Terms and Payment: Select Terms and payment using dropdown.
  
  
• For Advanced item details, form will be shown as below:
  
• After fill form, when click on Save Purchase then, report will be displayed in draft tab.
• When click on Finalize then, report will be displayed in pending approval tab.
  
  
• To Preview, Edit & View purchase:
  
• On click of the Preview purchase icon, users can preview purchase details.
• On click of the View purchase icon, users can view purchase details.
• On click of the Edit purchase icon, users can edit purchase details.
• On click of the Finalize icon, users can finalize purchase details.
  
  

  1.2.Pending Approval tab:

• After the Finalize purchase to display in the Pending Approval tab as per the below image.
  
• On click of the Preview purchase icon, users can preview purchase details.
• On click of the View purchase icon, users can view purchase details.
• On click of the Edit purchase icon, users can Edit purchase details.
  
  

  1.3. Approved tab:

• After the Pending Approval purchase to display in the Approved tab as per the below image.
  
• On click of the Preview purchase icon, users can preview purchase details.
• On click of the View purchase icon, users can view purchase details.
• On click of the Edit purchase icon, users can Edit purchase details.
  
  

  1.4. Closed tab:

• After the Approved purchase to display in the Close tab as per the below image.
  
• On click of the Preview purchase icon, users can preview purchase details.
• On click of the View purchase icon, users can view purchase details.