Purchases
Last update:
07/21/2026
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In this topic
Purchases Overview
- Introduction to Purchases
- Vendor Management & Price Lists
- Creating & Confirming Purchase Orders
- Purchase Analysis Report
- Purchases Settings Deep Dive
- Receiving Goods
- Vendor Bills from Purchases
Vendors
Purchase Orders
Reporting & Analysis
Vendor Management & Price Lists
Vendor Records
Vendors are contacts marked as "Vendor". Create via Purchases > Orders > Vendors or the Contacts app.
Key Vendor Fields for Purchases
- Name - Legal vendor name.
- Supplier/Partner - Check this box to mark as vendor.
- Currency - Vendor's currency for multi-currency procurement.
- Payment Terms - Net 30, Due on Receipt, etc. Flows to bills.
- Purchase Team - Assign to a team for procurement tracking.
- Tags - Categorise: Preferred, International, Backup, etc.
- Fiscal Position - Auto-apply tax rules based on vendor country.
- Bank Accounts - For vendor payments.
Vendor Price Lists (Supplier Info)
Define per-vendor pricing for each product. Go to Purchases > Products > Vendor Price Lists or open a product → Vendors tab.
| Field | Description |
|---|---|
| Vendor | The supplier. |
| Product Name | The vendor's name for this product (may differ from yours). |
| Product Code | Vendor's SKU/part number. Used for reference. |
| Price | Unit price from this vendor. |
| Discount (%) | If the vendor offers a discount. |
| Min Quantity | Minimum order quantity for this price. |
| Delivery Lead Time | Days from order to delivery. Used for replenishment planning. |
| Validity Date | Price is valid until this date. |
| Sequence | If multiple vendors, the lowest sequence is the preferred vendor. |
Vendor Portal
Vendors with portal access can view their RFQs, POs, and bills. They can confirm delivery dates and submit invoices online. Enable portal access on the vendor contact form → Portal Access tab.
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.