Adding and Managing Purchase Operations
The feature for adding and managing purchases in the RETM system allows you to easily record and track your purchases, whether they are new purchases or returns. You can also modify and manage these operations smoothly to ensure data accuracy and ease of access.retm.com.sa+1retm.com.sa+1
Steps to Use Purchase Operations
- From the dashboard, navigate to Inventory, then select Purchases.
- Click on the Add button in the top menu. You will see three options: Purchase Order, Return Order, and Direct Purchase Order.
- Enter the basic purchase information, such as selecting the supplier and branch.
- After verifying the data, click the Add button to successfully add the purchase operation.
Explanation of Required Fields When Adding a New Purchase Order
If "Purchase Order" or "Return Order" is selected:
- Select the branch.
- Enter the due date.
- Enter the reference (e.g., invoice number).
- After verifying the data, click Add to save the operation.
If "Direct Purchase Order" is selected:
- Select the branch.
- Enter the due date.
- Enter the reference (e.g., invoice number).
- Specify whether the operation includes tax.
- Determine the payment method.
- After verifying the data, click Add to save the operation.
Frequently Asked Questions
What is the difference between "Purchase Order" and "Direct Purchase Order"?
- Purchase Order: The purchase request is recorded, and the receipt process is carried out in a later interface.
- Direct Purchase Order: The purchase request and receipt process are recorded simultaneously without the need to follow up on the order later.
Can I modify the purchase order data after adding it?
Yes, you can modify certain data when the order status is "New," such as the reference, due date, and payment method, by accessing the purchase operations list and selecting the order you wish to modify.
How can I return a purchased item?
You can use the Return Order option within the Add Purchase Operations list, then select the supplier and enter the required data.
Can I add taxes to purchase orders?
Yes, when adding a purchase order, you can specify whether the operation includes tax.
How can I track previous purchase operations?
Through the Purchase Operations list, you can search for previous orders and easily view their details
