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 import the purchase bill. we are providing the sample excel file which you can download, add the details and import the data.
On this page…
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.
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.
|Vendor||Here select a vendor for creating a purchase bill. here also you are able to add new vendors.||Mandatory field|
|GST IN||As you select the vendor, the GST number will automatically come here from the ledger.||This field is disabled.|
|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|
|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 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.|
|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)|
|Row per page||This drop-down list is used to view sales invoice entries per page|
|Batch actions||This drop-down list is used to download an excel sheet of the purchase bill.|
|Status||Status name: All, Paid, Unpaid, Partially paid, Overdue.|
|Date||The date picker is used to filter purchase bill date-wise records.|
|Search||The search function is used to find any purchase bill.|
|Show/Hide columns||Here two-column is available, Due date & Status|
|Actions||Here multiple types of actions are available, Create payment, Edit, View, and Delete.|
|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.|