Purchases (deals)

Purchase → Purchase List (160). A purchase invoice is a deal: it buys quantities per category, and you then receive laptops and parts against it.

The list#

Date range (default today), search by deal code or vendor, refresh, + (161). Columns: deal and invoice codes, vendor, dates, Total / Paid / Adjusted / Returned / Balance, status badge. Print Purchases List prints the range with totals.

Create a purchase#

Items#

Pick a category to add a line (one line per category — adding it twice just tells you to edit the existing one). Edit the line's Qty, Amount, Discount; tax is derived from the taxes ticked on that category. The summary shows Sub Total, Discount, Tax and Payable Amount.

Rules enforced on save: a vendor, at least one product line, and a total greater than 0. A new invoice is always Pending with nothing settled.

What it posts#

The purchase journal entry debits the category's COGS account (grouped by category) and input tax, and credits Accounts Payable. See How the books work.

Edit and delete#

• Edit (162) and Delete (163) are only for Pending, unpaid invoices. Delete reverses the journal entry; Cannot delete purchases with payments or non-pending status otherwise.
• Edit re-posts the journal entry. Vendor, status and settlement totals can never be edited here — they belong to the payment, debit-note and return flows.

Pay#

Make Payment appears while a balance remains — see Purchase payments.

View#

The invoice view shows the vendor, invoice info, product lines, totals, returns / debit notes / warranty claims made against it, the payment history, debit notes applied, and the remaining balance breakdown.