Step-by-Step Process

Go to Purchases

1. Creating a New Order

1. Click the New button
2. The system auto-fills:
   • Status: "Pending"
   • Date: Current date
   • Currency: According to branch

2. Main Data

1. Select Supplier (required field):

   • Search from registered suppliers list
   • Contact information automatically appears in the side panel

2. Configure Destination Warehouse:

   • Select warehouse where ingredients will be received

3. Currency (optional):

   • Visible only if branch allows multi-currency
   • Defaults to branch currency

3. Product Registration

1. Add Ingredients:
   • Select ingredient (filtered only for "Ingredient" type)
   • Complete:
     • Required quantity
     • Unit of measure (grams, kg, units)
     • Unit price
     • Amount is automatically calculated

4. Additional Information

1. Assign Buyer:
   • Select user responsible for the purchase
2. Add Notes:
   • Include relevant observations about the order

5. Final Processing

1. Validate Totals:
   • Review automatically calculated grand total
2. Save Order:
   • Click the Save button
3. Subsequent Options:
   • Receive Goods: Confirms physical receipt (updates inventory)
   • Print: Generates PDF receipt
   • Cancel: For unfulfilled orders

Important Considerations

• Only authorized users can confirm receipt
• Fields lock after confirming the order
• Cancellation only available for pending orders
• Inventory changes occur upon confirming receipt