Purchasing and suppliers
The buying side: requests, quotations, orders, contracts and supplier invoices.
Purchasing recorded properly is what makes a cost report meaningful, and what stops the same thing being ordered twice.
Where to find itFinance → Purchase.
Step by step
- Open Finance → Purchase → Vendors and add your suppliers; Vendor items holds what each one supplies.
- Start with a Purchase request when somebody needs something, so the need is recorded before the spend.
- Collect Quotations and turn the chosen one into a Purchase order.
- Record what arrives, and use Order returns for what goes back.
- Book the supplier's Invoices and, where needed, Debit notes.
- Keep long-running agreements under Contracts, and read Reports; Settings holds the defaults.
Suppliers elsewhere
Finance → Suppliers is the simpler supplier list for companies that do not run the full purchasing process. Expenses can name a supplier without any purchase order at all — see Record an expense.
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