Guide to Add Purchases in G SHOP POS

The Add Purchase feature allows you to record and manage purchases effectively. Below is a guide to understanding and using this functionality:

Step 1: Add Purchases

To add purchases, access the "Purchases" module from the left-side navigation bar. Then, click add product or Click Here.

Step 2: Fill all the required fields

Purchase Details

• Select the supplier from the drop-down menu. This field is mandatory.
• Provide the supplier’s address (optional).
• Enter a unique reference number for the purchase (optional).
• The default date and time are pre-filled but can be edited as required. This field is mandatory. Example: 24/01/2025 14:28
• Select the current status of the purchase (e.g., Ordered, Received). This field is mandatory.
• Specify the location where the purchase will be recorded. This field is mandatory.
• Choose the payment term from the dropdown menu (optional).

Product Details

Use the search bar to enter the product name, SKU, or scan the barcode. Add the following details for each product:

• Field Description Product Name The name of the product being purchased. Purchase Quantity Quantity of the product being purchased. Unit Cost (Before Discount) Cost per unit before applying any discount. Discount Percent Percentage discount applied to the product. Unit Cost (Before Tax) Cost per unit after discount but before tax. Line Total Total cost for the product line. Profit Margin % Profit margin percentage for the product. Unit Selling Price (Inc. Tax) Selling price per unit, including tax. Lot Number Specify the lot number if applicable. MFG Date / EXP Date Manufacturing and expiry dates, if applicable.
• Summary:
  • Total Items: Displays the total number of items added.
  • Net Total Amount: Shows the total cost before any additional charges.

Discounts and Taxes

1. Discount Type:
   • Select the type of discount (e.g., Fixed or Percentage).
2. Discount Amount:
   • Enter the discount value. The system calculates the total discount amount and displays it as Discount (-).
3. Purchase Tax:
   • Add applicable tax. The system calculates and displays the tax as Purchase Tax (+).

Additional Notes and Shipping Details

1. Additional Notes:
   • Add any notes or remarks related to the purchase.
2. Shipping Details:
   • Specify shipping information and enter any additional shipping charges.
   • Additional Shipping Charges (+): Enter the shipping cost.
3. Purchase Total:
   • Displays the final purchase total, including all discounts, taxes, and shipping charges.

Add Payment

1. Advance Balance:
   • Displays any advance balance available.
2. Amount*:
   • Enter the payment amount. This field is mandatory.
3. Paid On*:
   • Specify the payment date and time. Default is the current date and time. This field is mandatory.
4. Payment Method*:
   • Select the payment method (e.g., Cash, Bank Transfer).
5. Payment Account:
   • Choose the account where the payment will be recorded.
6. Payment Note:
   • Add any notes related to the payment.
7. Payment Due:
   • Displays the remaining balance due after the payment.

Step 3: Save changes

Please ensure you click the "Save" button to save your updates and finalize the process.