Purchase Menu

Purchase | Purchase Order | Issue Payment | Purchase Job Aids

Purchase Module

Allows the users to create Purchase Order transactions as well as Issuing Payments base from transactions.

Requirements before using Purchase Module

• The user should setup the following Maintenance Module in order to proceed on using the Purchase Module
  1. Pro Vendors
  2. Items
  3. Tax
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Vendors Job Aids
  2. Items Job Aids
  3. Tax Aids

Purchase Module Menu List

Purchase Menu List

Module List

Field	Description
1.Create New Purchase	Allows the user to create a Purchase Transaction.
2.Issue Payment	Allows the user to create a transaction for Issuing Payments.
3.Options	Allows the user to Export or Import the list of Records
4.Record Filter	Allows the user to set a specific filter options for precise searching of records
5.Status Tab	Allows the user to set and filter the records based from its status. It can be Unpaid - Records that have not yet paid. With Partial Payment - Records that have down payments Paid - Records that are fully paid Cancelled - Records that have been cancelled. All - All records without filters.
6.Summary of Records	List of Purchase Records given based from the set filters

Options Menu List

Purchase Options Menu

Record Option List

Purchase Record Option

Notes:

• The user can only View, Edit, Issue Payment or Cancel a Transaction if the status is UNPAID
  • For more details on how to View, Edit, Print, Issue Payment and Cancel a Purchase Transaction, job aids can be found here

Import Purchase Menu List

Import Purchase Menu