Getting started series
Making your first purchase
Set up a new company to buy from a supplier: create the product and the supplier, order the goods, receive them into your store, record the supplier's bill and pay it. Each video creates something the next one picks from a list, so watch them in order. 8 videos, 15 minutes.
1:28
Part 1 of 8Create your product categories
Every product belongs to a category, which decides the accounts its stock is posted to, so create one first.
1:58
Part 2 of 8Add the product you buy
A purchase order lists products, so the item you buy must exist before you can order it.
1:59
Part 3 of 8Add the supplier you buy from
Orders, deliveries, bills and payments are all made out to a supplier, so add them before ordering.
2:04
Part 4 of 8Order goods and approve the order
Only an approved purchase order can be received into stock and turned into the supplier's bill.
2:27
Part 5 of 8Receive the goods you ordered
When the delivery arrives, receiving it against the order puts the goods in your store and records what you now owe the supplier.
1:59
Part 6 of 8Turn the order into the supplier's bill
You pay a supplier against an approved bill, so record their invoice from the order before paying.
1:19
Part 7 of 8Add the bank account you pay from
A payment must say which bank the money leaves from, and a new company has no bank account in that list yet.
1:49
Part 8 of 8Pay the supplier
Paying the approved bill settles what you owe the supplier and completes the purchase.
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