Manage Suppliers & Purchase Orders

Add supplier profiles, record purchase invoices, and raise purchase orders to streamline your procurement and manage payables effectively.

Step-by-step guide

1. 1

   Add a supplier profile

   Go to Suppliers and tap "Add Supplier". Fill in the supplier's business name, contact details, GSTIN, and bank account information for easy payment. Setting up supplier profiles links all purchases to the right account for accurate payable tracking.

2. 2

   Record a purchase invoice

   Go to Purchases > Purchase Invoice and tap "New Purchase". Select the supplier, enter the invoice date and reference number, and add the items purchased with quantities and prices. The stock is updated automatically when you save.

3. 3

   Track amounts payable

   Open a supplier profile and tap "View Ledger" to see all purchase invoices and payments made, with a running payable balance. A negative balance means you owe the supplier; a positive balance means they owe you (e.g., from a return).

4. 4

   Raise a purchase order

   Go to Purchases > Purchase Orders and tap "New PO". Add items, quantities, and the agreed rates. Share the PDF purchase order with the supplier via WhatsApp or email. When the goods arrive, convert the PO to a purchase invoice in one tap.

5. 5

   Record payment to a supplier

   When you pay a supplier, open their profile and tap "Record Payment". Enter the amount, date, and payment method. The payment reduces the payable balance in their ledger and is recorded in your cash/bank account accordingly.

6. 6

   Handle purchase returns

   If you return goods to a supplier, go to Purchases > Purchase Returns and create a debit note against the original purchase invoice. The stock is reduced automatically and the supplier's balance is adjusted to reflect the return credit.