Introduction
Learn what the Purchasing module does and how its key concepts fit together.
Quick Start
Set up your warehouses, enable stock tracking, and create your first purchase order in minutes.
Purchase Orders
Create, send, and track priced orders with your suppliers from draft to completion.
Inventory
Manage warehouses, record stock movements, and monitor on-hand levels across all locations.
What You Can Do
Suppliers
Maintain a directory of suppliers with contact details and purchasing history.
RFQs
Send requests for quotation to compare supplier pricing before committing to an order.
Stock Levels
View real-time on-hand stock across all warehouses with low-stock alerts.
Stock In
Record goods received from suppliers against your warehouses.
Stock Transfers
Move stock between warehouses with automatic validation.
Stock Out
Review stock automatically consumed when tracked items are invoiced.
Stock Adjustments
Manually correct stock counts after a stocktake, damage, or loss.
Reports
Review monthly purchasing activity alongside income and expenses.
Get Up and Running
1
Set Up Your Warehouses
A Default Location warehouse is created for you automatically. Rename it or add new locations under Inventory → Warehouses. See Warehouses.
2
Enable Stock Tracking on Items
Open any item for editing, expand Inventory Management, and turn on Track inventory. Set a minimum stock level to trigger low-stock alerts. See Stock.
3
Add Your Suppliers
Go to Purchasing → Suppliers and add the companies you buy from. See Suppliers.
4
Configure Settings
Go to Settings → Purchasing to set your document number prefixes, low-stock notification email addresses, and the email templates used when sending Purchase Orders and RFQs. See Settings.
5
Create Your First Purchase Order
Go to Purchasing → Purchase Orders, select New Purchase Order, choose a supplier, and start adding line items. See Purchase Orders.
The Purchasing module is visible only to team members with Manage or Admin access to Purchasing on their role. If a colleague can’t see the Purchasing menu, ask an administrator to check their role permissions.