Adding a Purchase

1. Go to the Purchase menu from the left sidebar.
2. Click on Add Purchase.
3. Note: Purchases have two types:
   • Purchase Order: Does not affect stock.
   • Purchase: Affects stock.
4. Select a raw material from the dropdown. A modal will appear with its rate.
5. Enter the quantity and click Add to Cart.
6. If a material is low in stock, click Low Stock to add it automatically.
7. To generate a purchase from multiple products, click Generate Purchase from Multiple Products.
8. To generate a purchase from an order, click Generate Purchase from Order.
9. After adding materials, click Submit to finalize the purchase.

Managing Purchases

• Edit Purchase: Click the Edit icon (not available if the purchase status is Final).
• View Purchase Details: Click the View icon.
• Print Invoice: Click the Print icon.
• Download Invoice: Click the Download icon.
• Convert Purchase Order to Purchase: Click Convert to Purchase.
• Delete Purchase: Click the Delete icon.

Parties

The Parties section allows you to manage customers and suppliers.

Customers

1. Navigate to the Parties menu from the left sidebar.
2. Click Add Customer.
3. Fill in the required customer details.
4. Set the Opening Balance:
   • Debit Balance: Amount given to the customer at the time of adding.
   • Credit Balance: Amount the customer owes at the time of adding.
5. (Optional) Set a Credit Limit to restrict the customer from exceeding it.
6. Click Submit to add the customer.

Managing Customers

• Edit Customer: Click on the customer’s name, update details, and click Update.
• Delete Customer: Click the Delete button next to their name.

Suppliers

1. Navigate to the Parties menu from the left sidebar.
2. Click Add Supplier.
3. Fill in the required supplier details.
4. Set the Opening Balance:
   • Debit Balance: Amount owed to the supplier at the time of adding.
   • Credit Balance: Amount the supplier owes at the time of adding.
5. (Optional) Set a Credit Limit to restrict the supplier’s maximum charge.
6. Click Submit to add the supplier.

Managing Suppliers

• Edit Supplier: Click on the supplier’s name, update details, and click Update.
• Delete Supplier: Click the Delete button next to their name.