Workflow

Suppliers and purchase receipts

This section documents the supplier form and the one-product goods-receipt workflow exposed in version 1.0.0.

24 connected guidesLive filterPermission-aware instructions
24 guides
Guide

Create a supplier

Create a supplierAdd a supplier with required identity and optional commercial details.

Open guide →
Guide

Configure the supplier name

Configure the supplier nameUse the required legal/trading name.

Open guide →
Guide

Configure the supplier email

Configure the supplier emailEnter a valid required email address.

Open guide →
Guide

Configure supplier phone and address

Configure supplier phone and addressStore optional contact details.

Open guide →
Guide

Configure supplier tax ID

Configure supplier tax IDStore the optional tax reference.

Open guide →
Guide

Configure supplier payment terms

Configure supplier payment termsEnter a non-negative number of days.

Open guide →
Guide

Troubleshoot an invalid supplier

Troubleshoot an invalid supplierCorrect the required name and email.

Open guide →
Guide

Choose a supplier for a receipt

Choose a supplier for a receiptSelect an existing active tenant supplier.

Open guide →
Guide

Receive purchased goods

Receive purchased goodsCommit a one-product stock receipt.

Open guide →
Guide

Choose the receipt location

Choose the receipt locationSelect the tenant location receiving stock.

Open guide →
Guide

Choose the purchased product

Choose the purchased productSelect an active stock-tracked tenant product.

Open guide →
Guide

Enter purchase quantity

Enter purchase quantityUse a positive quantity compatible with the product.

Open guide →
Guide

Enter purchase unit cost

Enter purchase unit costUse a valid positive money amount.

Open guide →
Guide

Record a lot or batch number

Record a lot or batch numberStore an optional lot/batch reference on the receipt line.

Open guide →
Guide

Record a purchase expiry date

Record a purchase expiry dateStore an optional expiry date on the receipt line.

Open guide →
Guide

Add purchase receipt notes

Add purchase receipt notesRecord operational context without sensitive data.

Open guide →
Guide

Understand purchase numbering and status

Understand purchase numbering and statusTrace the committed purchase and its receipt state.

Open guide →
Guide

Understand latest-cost updates

Understand latest-cost updatesKnow that a successful receipt updates the product unit cost.

Open guide →
Guide

Understand purchase tax and landed-cost limitations

Understand purchase tax and landed-cost limitationsKnow the schema contains additional monetary fields, but the supplied form does not expose tax/landed-cost allocation.

Open guide →
Guide

Understand one-line purchase receipt limitations

Understand one-line purchase receipt limitationsKnow the supplied UI receives one product per submission rather than a multi-line purchase order.

Open guide →
Guide

Troubleshoot an invalid purchase receipt

Troubleshoot an invalid purchase receiptCheck supplier, product, location, quantity and cost.

Open guide →
Guide

Troubleshoot a purchase stock exception

Troubleshoot a purchase stock exceptionReview why the purchase record could not update stock and resolve without duplicating the receipt.

Open guide →
Guide

Review purchase history

Review purchase historyUse the purchase register to verify supplier, location, quantity, cost and status.

Open guide →
Guide

Run the purchase receipt checklist

Run the purchase receipt checklistVerify supplier, product, location, stock movement, latest cost and audit event.

Open guide →