Suppliers, purchase orders, supplier invoices and payables

Add a supplier

These pages are the Supplier system add-on (included in the Full plan; add it under Plan & billing). Stock tracking must be on in Inventory.

1. Open Suppliers and press New supplier.
2. Enter name, Payment terms (days), contact, currency and tax ID. Save.

Order and receive goods

1. Open Stock & purchasing → Purchase orders and press New purchase order. Choose the supplier and add items with packs and cost per pack.
2. Press Mark as sent when you have sent it to the supplier.
3. When goods arrive press Receive delivery and enter what actually arrived and the actual cost. Partial deliveries are fine; stock and costs update.
4. Press Close (no more deliveries) when no more deliveries are expected.

Supplier invoices and payments

1. From the order press Record invoice: invoice no., dates and amounts. The due date follows the supplier's terms if left empty.
2. Supplier invoices lists unpaid, overdue, due soon and paid bills.
3. Press Record payment to pay part or all (the oldest due invoices are paid first). Tick Paid from today's cash drawer if cash left today's drawer.
4. Payables shows what you owe each supplier and how late it is; Download CSV exports it.