Purchasing management

Adding a purchase

Go to – Purchases -> Add purchases
Enter the supplier’s name or the company name in the Supplier field. If the supplier does not exist, you must add it from Contacts -> Suppliers -> Add
Enter the purchase reference number, the purchase date and the order status.
Select a sales location: select a location where you want to add the purchase. You can add a new location from Settings -> Trade Locations.
Enter the product name or scan the product barcode number. It will display the matching products, select a product to add it to the purchase list.
When adding a new product, you can enter the purchase quantity, purchase price and tax information.
To add a discount: Select the type of discount (fixed or percentage) and enter the amount. SCALERP will automatically calculate the amount after discount.
Enter the purchase tax, shipping details, additional shipping charges, payment status and additional notes.
You can view the list of purchases in Purchases -> Purchase List.

You can print labels for your purchase by clicking on “Print labels” in the Purchase List screen.

See details on printing labels here.

No matching product found
This error will be displayed in 3 conditions:

Reason 1: No products match the name or SKU you entered. Check it once in the product list.
Reason 2: Check that the company location selected in the add to purchase has this product. So if the company location is Location-1, then in the add / edit product, the product must be assigned to that location. Check more here in Add / Edit Products
Reason 3: Make sure inventory management is turned ON for the product in Add / Edit Product. If stock management is not enabled in products, it will not appear in the add / edit purchase.