Finance and inventory
Follow a purchase from supplier to receipt
Separate ordering goods, receiving them and paying the supplier.
The tour highlights tools and explains them. You enter data and confirm any operation yourself after closing the tour.
Before you begin
The supplier and products should exist. Review the branch and supplier invoice reference.
How to do it
Open or prepare the purchase
Find an existing purchase or open the creation form with the necessary permission. Select supplier, branch and document type.
Enter product lines
Check product, quantity, unit cost and any discount for each line. Review the supplier reference and dates.
Record actual receipt
Follow the available receive action only for goods actually delivered. Review partial versus complete receipt and the quantities shown.
Review supplier payment and history
Record a supplier payment only when made. Check received quantities, supplier balance and purchase history before closing the task.
Check the result
The purchase's ordered, received and paid states describe what actually happened.
Useful guidance
An order alone is not evidence that goods arrived or the supplier was paid.