Purchase Management in Aurpos

1. Adding a New Purchase

Steps:
1️⃣ Go to Purchases → Add Purchase
2️⃣ In the Supplier Name field, start typing the supplier or business name

• If the supplier doesn’t exist, add one from Contacts → Suppliers → Add (Read Managing Contacts)
  3️⃣ Enter the following information:
• Purchase Reference Number
• Purchase Date
• Purchase Status
  4️⃣ Select the Business Location
• To add a new location, go to Settings → Business Locations

2. Adding Products to the Purchase

Steps:

• Enter the product name or scan the barcode
• Matching products will appear, select one to add it to the purchase list
• After adding, you can enter:
• Quantity Purchased
• Purchase Price
• Tax Details

3. Applying Discount on the Purchase

Steps:

• Choose the discount type:
  ✅ Fixed
  ✅ Percentage
• Enter the value and the system will automatically calculate the total after the discount

4. Additional Purchase Information

Add more details like:

·          Purchase Tax

·         Shipping Details

·          Additional Charges

·          Payment Status

·         Notes (if any)

5. Viewing Purchase List

To review previous purchases:
Navigate to Purchases → Purchase List

6. Printing Purchase Labels

To print labels for purchased products:

• Go to Purchase List
• Go to Action → Print Labels

(Read label printing)

7. Error Message: No matching product found

This message appears in three situations:
❌ Reason 1: No matching product name or SKU found
✅ Solution: Confirm the product exists in your product list

❌ Reason 2: Product is not assigned to the selected business location
✅ Solution: Ensure the product is linked to the same location in the product settings

❌ Reason 3: Product stock management is not enabled
✅ Solution: Enable Manage Stock in the product’s configuration

(Read Product Management)

8. Purchase Reports

You can track detailed purchase data using three types of reports:

1️⃣ Purchase Payment Report

This report displays purchase details by invoice status.

2️⃣ Product Purchase Report:

This report details purchases by product category.

3️⃣ Purchase & Sale Report:

This report details purchases and sales.

Tip: Regularly review these reports to monitor supplier performance, control costs, and track inventory health.