Purchasing

Goal

Find the right purchasing task — quotes, orders, bills, debit notes, and supplier payments.

Who it is for

Purchaser, AP clerk, purchasing manager (purchasing.view / payments.view).

Preconditions

• Module purchasing enabled for the tenant.
• Roles with the right permissions for the document you will open.

How the cycle fits together

1. Optional purchase quote (draft) → convert to a purchase order.
2. Purchase order → approve if required → receive goods and/or bill.
3. Purchase bill is drafted then posted (purchasing.post) — AP, expense/tax, and remaining stock (or clear GRNI).
4. Payment posts on create (payments.manage) and allocates to open bills.
5. Corrections after bill post: debit note (not silent delete).

Open the screens

Trade → Purchasing:

• Purchase quotes
• Purchase orders
• Purchase bills
• Debit notes
• Payments
• Purchasing setup (purchasing.admin)

Related

• Create a purchase bill
• Record a supplier payment