Overview
The Purchasing module runs your whole procure-to-pay cycle: capturing internal demand, raising purchase orders, controlling spend with approvals, receiving and inspecting goods, handling returns, and recording vendor invoices with correct GST and input tax credit (ITC).
What Purchasing does for you
Section titled “What Purchasing does for you”- Structured procurement. Turn internal material requests into purchase orders, with a clear audit trail from “what we need” to “what we committed to a vendor”.
- Spend control. Configurable approval rules, single-level, two-level or a full approval matrix, stop unauthorised spend before it reaches a vendor.
- Accurate GST and ITC. GST is computed per line (CGST/SGST vs IGST by place of supply), with HSN/SAC and ITC tracked through to the vendor invoice.
- Goods receipt into stock. Every committed goods receipt posts stock into Inventory automatically, with QC routing for inspection-flagged items.
- Clean returns. Reject defective goods, return them to the vendor, and raise a debit note that reverses ITC, all linked back to the original order.
Where to start
Section titled “Where to start”| If you want to… | See |
|---|---|
| Find your way around Purchasing | The purchase dashboard |
| Browse and open orders | Viewing purchase orders |
| Raise a new order | Creating a purchase order |
| Add items to an order | Adding line items |
| Bulk-add lines from Excel | Importing lines from Excel |
| Change or cancel an order | Editing, cancelling and amendments |
| Approve orders | Purchase order approvals |
| Capture internal demand | Purchase requests |
| Receive goods | Goods receipt and QC |
| Send goods back | Returns and debit notes |
| Record a vendor’s bill | Vendor invoices |
| Plan and analyse purchasing | Planning and analytics |
| Understand access and audit | Access control and audit |