This module is used for inward purchase bills. Here you are able to add new vendors and new items.
On this page, you are able to create a new or import the purchase bill. we are providing the sample Excel file which you can download, add the details and import the data.
Create purchase bill :
- Go to the Purchase Bill module in the left sidebar.
- Click on the Create Bill button or press the Alt+N key.
| Field | Description | Note |
|---|---|---|
| Vendor | Here select a vendor for creating a purchase bill. here also you are able to add new vendors. | Mandatory field |
| Mobile no. | Here write your vendor mobile number. | |
| Here write your vendor email. | ||
| Billing address | If you have written the address in the vendor ledger then as you select vendor, the Billing address will automatically come here. | Mandatory field |
| Place of supply | IGST will be applicable on the invoice. Suppose selected billing accounts province is different in comparison to the Place of supply province. | |
| Bill no. | Here write the purchase bill number. | Mandatory field |
| Bill date | Here write the purchase bill date. | Mandatory field |
| Terms (Days) | Here set the due days for this purchase bill. | |
| Due date | As you write Terms days, The due date will automatically be set. | |
| Book | Here select the purchase book for purchase record. | |
| PO No. | If you are creating a purchase bill using a purchase order then the purchase order number is shown here but if you creating a direct purchase bill then this field showing disabled. | |
| Product/Service | Here select an item, here also you are able to add an item. | Mandatory field |
| HSN/SAC | If you have written the HSN/SAC code in the item master then as you select an item, the HSN/SAC code will automatically come here. | |
| BATCH NO. | Here write the batch number. | |
| Expire Date | Here write the batch expire date. | |
| MRP | Here write the item MRP. | |
| Quantity | Here write the item quantity. | Mandatory field |
| Rate (₹) | Here write the item rate. | Mandatory field |
| Discount(%/₹) | Here write discount. here you are able to apply discounts in two types, first percentage-wise and second amount-wise. | |
| Discount amount (₹) | As you write discount, The discount amount will automatically come here. | |
| Taxable amount (₹) | As you select the item, write the item quantity, write the item rate, and add the discount then the taxable amount will show here. | |
| CESS(%) | Here write CESS(%). | |
| GST RATE(%) | As you select the item, GST Rate automatically comes here from the item master. Here also you are able to change GST Rate. | |
| AMOUNT (₹) | As you write the item name, item quantity, item rate, and discount then the amount will show here. | |
| Special notes | Here write a special note for this invoice. | |
| TDS section | Here select the TDS Section rule. | |
| TCS (%) | As you select the TDS Section rule, TDS (%) will come here. | |
| + Add service charge with tax | Here you can add an additional service charge for this invoice. here you are able to add multiple additional services. | |
| +Add another charge | Here you are able to add and remove another charge for this bill. here you are able to add multiple other charges. | |
| Discount Amount | Here you are able to apply a discount for this bill. | |
| Auto round off checkbox | This checkbox is used for the invoice total amount set in the round of the amount, and also you are able to set a custom amount. | |
| No file chosen | Here you able to attached the document for this bill. | |
| Save & next | This button is used to save the purchase bill and the page redirects to the same page. | |
| Save | This button is used to save the purchase bill and the page redirects to the purchase listing page. |
| Shortcut | Description |
|---|---|
| Alt+S | Save – This shortcut is used to save the purchase bill. |
| Alt+N | Save & next – This shortcut is used to save the purchase bill and redirect on same page. |
| Alt+D | Discard- This shortcut is used to discard the purchase bill. |
| Alt+A | New- This shortcut is used to add a new row |
| Alt+R | Remove- This shortcut is used to remove a row |
| Alt+C | Cancel- This shortcut is used to cancel the purchase entry. ( work as Back button) |
| Field | Description |
|---|---|
| Export | Here the user can export purchase bill data. |
| Import | Here the user can import purchase bill data. |
| Create payment | This action is used to create a payment for the purchase bill. |
| Edit | This action is used to edit the purchase bill. |
| View | This action is used to view the purchase bill. |
| Delete | This action is used to delete the purchase bill. |
| Bill History | This action is used to see bill history. |
| File Attachment | This action is used to upload and download the file. |
| 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 for this Bill. |
How to import purchase bill:
- Go to the Purchase module from the left sidebar and then select the Purchase Bill.
- Now on this page, click on the Import purchase button from the top right corner.
+−⟲
- 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.
+−⟲
