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, tax registration number (such as GSTIN for Indian businesses), 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 Order and click New Purchase Order. Add items, quantities, and the agreed rates. Share the PDF purchase order with the supplier via email or WhatsApp. 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 and debit notes

   To raise a debit note against a supplier for price correction or return value adjustment, go to Purchases > Debit Note. To record a quantity-based return of goods, go to Purchases > Purchase Return. Both actions update the supplier's payable balance; a Purchase Return also reduces your stock automatically.