Cash Purchase

Menu: Purchase | Cash Purchase..

Introduction

• You can key in cash purchase after your purchase order has been approved and after you have received your goods.
• Cash purchases are used for purchases that are paid for with cash and has no outstanding payment.

Cash Purchase - Entry

1. Click on New button.

2. See the New Cash Purchase entry form screenshot below.

3. Select the Supplier Code. You direct key-in and search by either supplier code or name.

• press the TAB button on your keyboard to shift the search method. The highlighted column indicates the search by column

4. Select the Item Codes, key in the quantity and price.

Transfer From

• You can transfer your existing Purchase Order, Goods Receive Note, or Purchase Request to your Cash Sales.
• All you have to do is RIGH-CLICK at the "Cash Purchase" title

Payment Paid

5. For cash purchases, you can select the payment method. and key in the payment amount.

6. You can also key in the Cheque No. and Bank Charges if there are any .

7. Once you have SAVED your Cash Purchase, The system will have created a Supplier payment document for you.

Cash Purchase-More: Project

• There are 2 types of project you need to be take note.

1. Document Project
2. Detail Project

• For document project, you need to point to MORE section (on the left side bar).
• For detail project, you have to insert the project column out from Field Chooser.

Cash Purchase - Attachment

You can use this feature to attach external PDF, excel, word documents and image files.

1. Go to the left of the screen and click "Attachment"

2. Click the small black arrow at the red plus icon

3. select File , and choose the file form your computer that you want to attach

Cash Purchase - Note

1. Click on the Note section (on the LEFT side bar).

2. RIGHT click it, you will see the Rich Text Editor pop-up.

3. You can start key-in the note. See the example screenshot below.

4. Click on X button to save and exit the Rich Text Editor.

5. You will get prompted the Save changes? message. Click YES to save it.

Cash Purchase - Report

• After saving your cash pruchase, you can preview your report. Press the preview icon to preview your report
• You can print, export your report, or send it to your customer via whatsapp.

How to send report via Whatsapp

File:Cash purchase share.png

A QR code will appear on the screen. Scan the QR code with your Whatsapp's WhatsappWeb function

See also

• SQL Accounting