Purchases

Access

• Route: /purchase
• Permission: purchase.view (create/update/delete/receive for actions)
• Module: Purchasing — missing module shows plan upsell
• Offline: not available
• Phone: create/edit/receive redirect to the list

You can

• List purchases with filters (ID, sync, dates, supplier, status)
• View / Edit / Delete when you have view / update / delete
• Create purchase with purchase.create
• Manual entry (receive without an order) at /receive/create when purchase.receive is shown in UI
• Bulk: Download, Send to supplier (purchase.update), Delete
• Export the current list to Excel

You cannot

• Use Purchases without Purchasing module
• Create, edit, delete, receive, or send without matching permissions
• Create/edit on phone
• Access this area offline

How to

Find a purchase

1. Open Purchases in the sidebar.
2. Search or use filters (ID, sync, dates, supplier, status).
3. Click a row (or row menu → View) to open it.

Create a purchase order

1. Click Create purchase.
2. Choose a Supplier (required). History for that supplier appears after selection.
3. Set Expected by, Reference No., and optional CC emails.
4. Add Message (shown on the supplier PO) and Notes (internal only).
5. Search and add products. For each line set unit type (when packs apply), quantity, and cost. Tax/total calculate automatically.
6. Optionally turn on Show unallocated products to include products not yet tied to the supplier.
7. Click save/create. If prompted to allocate supplier products, choose Allocate or Skip.
8. You return to the list (create) or the purchase view (edit).

Tip: From a supplier’s page, Create order opens this form with the supplier filled in.

Edit a purchase

1. Open a purchase with status created.
2. Click Edit (or use the list row menu).
3. Update lines/fields and click Update. Supplier cannot be changed on edit.

Receive goods without an order (manual entry)

1. On the list, open the primary button menu and choose Manual entry.
2. On Create receival, choose Supplier, Delivery date, and optional Reference No.
3. Add products; set Batch, Best before, Quantity, and Degree (°C) per line.
4. Optionally allow products with an unallocated supplier.
5. Submit to record the receival and return to Purchases.

Send to supplier

1. Select one or more purchases on the list, or open a purchase view.
2. Click Send to supplier (needs update permission).
3. Complete the send modal to email the PO.

Download or export

1. Select rows → Download for purchase documents, or open a purchase → Download.
2. Click Export on the list to download the current rows as purchase.xls.

Set best before / allocate on a purchase

1. Open a purchase that is not completed.
2. Click Set best before, enter allocations, and save.

Delete a purchase

1. Only purchases in created status can be deleted from the view (or use list/bulk Delete with delete permission).
2. Confirm the delete action.