CHAPTER 4

PURCHASES
Use the Purchases assistant to choose typical supplier terms,
create supplier terms, create supplier cards and enter
historical purchases
Use comments & shipping methods with purchases
Create inventory items using items list
Record purchase orders
Record cash & credit purchases, with or without purchase
orders, using different purchases types
Record purchases with backorders
Record tax-inclusive & tax-exclusive purchase transactions
purchase transactions
Check spelling in purchases information
Change or delete purchase orders & bills

CHAPTER OBJECTIVES
Create & use recurring purchases
Record a purchase return (and cash refund) from a supplier
Record payments using Pay Bills, Incorporating prompt
payment discounts
Change or delete supplier payments
Change or delete supplier cards
Use analysis to view payables
Use the purchases register to perform various tasks in
relation to purchases & payables
Print purchase documents & reports
Using the Actions button from within the card information
window.


CHAPTER OBJECTIVES
Purchases Register
Pay bills
Enter Purchases
Prepare Electronic payments
Print cheques
Print / Email purchase Orders
Print / Email Remittance Advices
Transaction Journal

PURCHASES COMMAND CENTRE
EDITING COMPANY INFORMATION
Click here
EDITING COMPANY INFORMATION
USING THE PURCHASES ASSISTANT
Click here
USING THE PURCHASES ASSISTANT
Click on
Purchases
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
tab
USING THE PURCHASES ASSISTANT
Click on New
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
Click ok
unticked
USING THE PURCHASES ASSISTANT
Click here
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
Click record
USING THE PURCHASES ASSISTANT
USING THE PURCHASES ASSISTANT
click
USING THE PURCHASES ASSISTANT
close
CREATING INVENTORY USING ITEMS LIST

click
CREATING INVENTORY USING ITEMS LIST
click
CREATING INVENTORY USING ITEMS LIST
Click on Buying
Details
CREATING INVENTORY USING ITEMS LIST
CREATING INVENTORY USING ITEMS LIST
Profile Page
Item Number DA2
Name Critter Killer 200 Litres
I buy This Item Tick
Expense Account for
tracking cost
6 2100 Bulk Pesticides
Buying Details page
Buying Unit of
Measure
Each
Tax Code When
Bought
GST
CREATING INVENTORY USING ITEMS LIST
Buying Details
CREATING INVENTORY USING ITEMS LIST
click
CREATING INVENTORY USING ITEMS LIST
close
CREATING AN ITEM PURCHASE ORDER
Click on enter
Purchases
CREATING AN ITEM PURCHASE ORDER
Click on
layout
CREATING AN ITEM PURCHASE ORDER
click
CREATING AN ITEM PURCHASE ORDER
CREATING AN ITEM PURCHASE ORDER
click
CREATING AN ITEM PURCHASE ORDER
click
CREATING AN ITEM PURCHASE ORDER
click
CREATING AN ITEM PURCHASE ORDER
click
CREATING AN ITEM PURCHASE ORDER
click
CREATING AN ITEM PURCHASE ORDER
CREATING AN ITEM PURCHASE ORDER
Supplier Purchase no Date Su
pp
lie
r
in
v
no
Order Item
no
Pric
e
Freight Tax Total
amt
in $
Paxtons
poison
9 17/5/20
10
2 Da1 $139 20 27.0
9
298
Paxtons
poison

12 22/05/2
010
2 DA1 $139 20 27.0
9
298
Paxtons
poison

13 25/05/2
010
5 Da1 100
5 DA2 195 40 137.
73
1515
CREATING A SERVICE PURCHASE ORDER
Click on Enter purchases
& then Layout
CREATING A SERVICE PURCHASE ORDER
Click on
supplier
CREATING A SERVICE PURCHASE ORDER
CREATING A SERVICE PURCHASE ORDER
CREATING BILLS FROM PO
click
CREATING BILLS FROM PO
click
CREATING BILLS FROM PO
CREATING BILLS FROM PO
Supplier Pur
cha
ses
no
Date Supplier
Inv no
Bill Item
no
Price Freight Tax Total
amount
Paxtons
Poison
4 6/05
/201
0
227 1 DA2 220 20 21.
82
240
Item Bill
Service bill
Supplier Purc
hase
s no
Date Supplier Inv
no
Description Acc
ount
no
Amo
unt
Tax Total
amou
nt
Jim s
maintenn
ance
5 7/05/
2010
516 Spray
Equipment
Service
6-
2200
150 13.64 150
CREATING BILLS FROM PO
Supplier Pur
cha
ses
no
Date Supplier
Inv no
Bill Item
no
Price Freight Tax Total
amount
Paxtons
Poison
6 12/0
5/20
10
242 2 DA1 132 20 25.
82
284

Paxtons
poison
7 16/0
5/20
10
245 1 DA1 132
245 1 DA2 220 20 33.
82
372
Item Bills
CREATING BILLS FROM PO
Click to make this
a Bill
CREATING BILLS FROM PO
Change the dt. add
click
CREATING BILLS FROM PO
click
CREATING BILLS FROM PO
click
CREATING BILLS FROM PO
record
VIEWING A PURCHASE USING TRANSACTION
JOURNAL
Click on
VIEWING A PURCHASE USING TRANSACTION
JOURNAL
TAB
VIEWING A PURCHASE USING TRANSACTION
JOURNAL
VIEWING A PURCHASE USING FIND
TRANSACTION
VIEWING A PURCHASE USING FIND
TRANSACTION
Click on use
Purchase
VIEWING A PURCHASE USING FIND
TRANSACTION
Click
on
RECORDING A PAYMENT TO SUPPLIERS
RECORDING A PAYMENT TO SUPPLIERS
click
RECORDING A PAYMENT TO SUPPLIERS
Click on
record
RECORDING A PAYMENT TO SUPPLIERS
RECORDING A CASH PURCHASES
click
RECORDING A CASH PURCHASES
Paid today
click
RECORDING A CASH PURCHASES
click
click
RECORDING A CASH PURCHASES
RECORDING A CASH PURCHASES
EDITING A SUPPLIER CARD
EDITING A SUPPLIER CARD
zero
click
CREATING RECURRING PURCHASES
Intentional Spelling
error
click
CREATING RECURRING PURCHASES
Double click
CREATING RECURRING PURCHASES
click
Spelling
error fixed
USING BACK ORDERS
USING BACK ORDERS
click
Backorder
created
VIEWING OUTSTANDING PURCHASES USING
TO DO LIST
VIEWING OUTSTANDING PURCHASES USING
TO DO LIST
Backorder
Click on 12 & then
Edit Delete Order
click
RECORDING A PURCHASE RETURN
memo
Negative
quantity
click
RECORDING A PURCHASE RETURN
memo
Negative
quantity
click
SETTLING RETURNS & DEBITS
click
SETTLING RETURNS & DEBITS
click
SETTLING RETURNS & DEBITS
click
USING ANALYSIS TO VIEW PAYABLES
USING ANALYSIS TO VIEW PAYABLES
PRINTING REPORTS USING PURCHASES &
PAYABLES
Reports of significances to
be printed off.
PRINTING REPORTS USING PURCHASES &
PAYABLES
END OF CHAPTER 3
Created by Shankar Viswanath
Thank you for Coming