Purchases in the POS

Purchases in the POS

Overview

Maybe you order goods from your head office, but receive goods in-store. Or maybe your stores purchase and receive goods themselves. Either way, POS can accommodate your purchase process with its built-in Purchases tab.
The Purchases tab does not appear by default for all customers - so ask the support team to turn on the purchase tab for your account to get started.
You will also need to make sure, once switched on, staff has permission to view these modules.

Create a purchase order

  1. Click on the menu icon, top left, and from the Purchases section, click New Purchase Order.

  1. Enter customer and product details. For more information on these details, see creating a purchase order.

Receive a purchase order

Stores can only receive goods for their own branch.

  1. Click on the menu icon, top left, and from the Purchases section click List Purchases.

  1. Enter a fully received date, or receive each line individually.

  2. If any back orders need to be made, this can be done by following the backorder process.

Stores cannot enter invoice dates, so this will have to be processed through the backend.

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