Adding purchase

1. Go to – Purchases -> Add Purchases

2. Type Supplier Name or Business name in the Supplier field. If the supplier doesn’t exist you must add them from Contacts -> Suppliers -> Add

3. Enter the Purchase reference number, Purchase date & Order Status.

4. Select Business Location: Select a location where you want to add the purchase. You can add a new Location from Settings -> Business Locations

5. Type the product name or scan the product barcode number. It will show related matched products, and select a product to add to the purchase list.

6. On adding a new product you can enter purchase quantity, purchase price, and tax information.

7. To add a discount: Select the discount type (fixed or percentage) and enter the amount. KB CloudERP will auto-calculate the amount after the discount.

8. Enter purchase tax, Shipping Details, Additional Shipping charges, Payment status, & Additional notes.

You can view the list of purchases from Purchases -> List Purchases

You can Print Labels for your purchase by Clicking “Print Labels” in the List Purchases screen.

See details on printing labels following the article below:

Printing labels/barcode

No matching product found an issue

Then is a time you will face an error of no matching product found which will be displayed in below 3 conditions:

Reason 1:

There are no products matching the name or SKU that you have entered. Check it once in the list of products.

Reason 2:

Check the business location selected in the add purchase to have that product. So if the business location is Location-1, then in add/edit product the product must be assigned to that location.

Reason 3:

Make sure the product has stock-management ENABLED in Add/edit product. If stock management is not enabled in products then it won’t show in the add/edit purchase.