The Product Purchase module helps users record and manage the purchase of spare parts/products from sellers or vendors.
Using this module, users can add purchase invoices, maintain purchased quantity and pricing details, and upload purchase records in bulk using an Excel file.
The Product Purchase can be managed in two ways, namely:
- Manual Entry
- Bulk Upload
To get started
- Login to your account.
- Go to Settings > Parts Master > Purchase.
The page you land on is the Purchase Entry Page, where users can create and manage purchase records.
To add product purchase manually
Click on the ➕ Add New button available on the page.
- Select the following details:
- Company
- Branch
- Enter the invoice details:
- Invoice No
- Invoice Date
- Seller
- Add purchased products in the product grid section.
- Fill in the product details:
- Part Number : Select the product/part number
- Part Name : Displays selected part name
- Quantity : Enter purchased quantity
- Price : Enter purchase price
- To add multiple products under the same invoice:
- Click on the ➕ Add New option again.
- Additional rows will be added.
- To remove a product row:
- Click on the 🗑 Delete icon available beside the row.
- Click on the Save 💾 icon to save the purchase entry.
To bulk upload product purchase details
Click on the Upload button available on the taskbar.
The Purchase Bulk Upload window opens.
- Select:
- Company
- Branch
- Enter:
- Invoice No
- Invoice Date
- Click on Download sample file.
- Fill in the purchase details in the downloaded Excel template using the specified format.
- Click on Choose File and upload the completed file.
- Click on the Save 💾 icon to upload the purchase records successfully.
