This module is used for inward opening purchase bills. Here you are able to add new vendors.
On this page, you are able to import and create a new opening purchase bill. we are providing the sample Excel file which you can download, add the details and import the data.
Create a purchase bill :
- Go to the Purchase module from the left menu sidebar and select the Purchase Bill.
- Click on the Opening tab.
- Click on the Create Bill button.
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| Field | Description | Note |
|---|---|---|
| Vendor | Here select the vendor for creating purchase bills. here also you are able to add a new vendor. | Mandatory field |
| Book | Here select the sales book for purchase record. | |
| Bill No. | Here write the Bill number | Mandatory field |
| Bill date | Select the bill date or write the bill date. | Mandatory field |
| Terms | Here write the terms day. | |
| Due date | As you write Terms days, The due date will automatically be set. | |
| Total amount | Here write the bill total amount. | Mandatory field |
| Outstand amount | Here write the bill outstanding amount. | Mandatory field |
| Shortcut | Description |
|---|---|
| Alt+S | Save- This shortcut is used to save the purchase order. |
| Alt+D | Discard- This shortcut is used to discard the purchase order. |
| Alt+C | Cancel- This shortcut is used to cancel the purchase order entry. ( work as for Back button) |
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| Field | Description | Note |
|---|---|---|
| Import | Here you can import your data in bulk through Excel file. | |
| Create Bill | Here you can create a new opening Purchase Bill. | |
| Filter | Here you can import your data in bulk through an Excel file. | |
| Show/Hide columns | This button is used to show the hidden column. here two-column is available,Due date & Status. | |
| Actions | Here multiple types of actions are available like Edit, View, Delete and payment history. | |
| Edit | This action is used to edit purchase bills. | |
| View | This action is used to view purchase bills. | |
| Delete | This action is used to delete the purchase bill. | |
| Payment History | This action is used to show the payment history. |
| Status | Details |
|---|---|
| Paid | This status will identify the entry as paid, As Payment of this Purchase Bill is done. |
| Unpaid | This status will identify the entry as unpaid, As Payment of this Purchase Bill is not done. |
| Partially Paid | This status will identify the entry as partially done, As Payment of this Purchase Bill is half or partially done. |
| Close | This status will identify the entry as closed, if a Purchase return has been done of this Bill. |
How to import purchase bill:
- Go to the Purchase module from the left sidebar and then select the Purchase Bill.
- Click on the Opening tab.
- Now on this page, click on the Import option from the top right corner.
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- Now the import sales popup will be shown from which you need to click on the Download sample file.
- Now open the downloaded Excel file, add the details, save it and upload the file in that popup itself.
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