Purchase bill

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.

Watch the Video Tutorial:

For a step-by-step guide, watch the video below:

 

Create purchase bill :

• Go to the Purchase Bill option in the Purchase module available in the Transactions section in the left menu 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.
Email	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+P	Save & Print – This shortcut is used to save & Print the Bill.
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.
More Report	Here you can use preset filters to check the Bill list accordingly.
Print	Here you can edit Print settings of Purchase Bill.
Create payment	This action is used to create a payment for the purchase bill.
Create Purchase Return	This action is used to create a Purchase return of Purchase Bill.
Edit	This action is used to edit the purchase bill.
View	This action is used to view the purchase bill.
Print	This action use to print Purchase Bill
Download	This action is used to download 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 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 pop-up itself.