Purchase Dashboard

Overview

The Purchase Dashboard serves as a centralized hub to view and manage all purchase transactions. This page provides a tabular view of all purchases, enabling easy tracking of supplier information, product details, and payment status.

Key Features

1. Purchase List Table

   • Displays all previous purchases in an organized table format.

   • Columns include: Supplier Name, Product, Date, Purchase Number, Amount, Discount, Total Amount, Amount Paid, and Balance Amount.

2. Search and Filter Options

   • Search purchases by product, supplier name, and purchase number.

   • Apply filters to view purchases based on date range and payment status.

3. Navigate to New Purchase

   • A dedicated New Purchase button to quickly add new purchase records.

New Purchase Entry

Overview

The New Purchase Entry page allows users to record purchase details seamlessly. It features a form to capture all relevant details, ensuring data accuracy and completeness.

Key Features

Purchase Form

• Purchase Date
• Purchase By
• Invoice date
• Invoice Number
• Location(Select the store or branch for which the purchase is being made.)
• Supplier Name (After selecting a supplier, the previously pending amounts for that supplier are shown below the field.)
• Products Name
  • Quantity
  • Purchase Cost
  • Tax
Loading, UnLoading and Transport Charge
• Tax
• Discount

• Round Off (You can round off the total amount by selecting increase or decrease)

• Use Extra amount (If you have already paid an extra amount for previous purchases or made a transaction to the supplier, that amount will be added to the extra amount. If you check this box, that amount will be used for the current purchase.)

• Payment Type
• Amount Paid
• Notes

• Dropdowns and auto-suggestions for frequently used suppliers and products.

Automated Calculations

• Automatically computes the total purchase cost, factoring in the Sale price, Purchase cost, and discount.

• You can round off the total amount by selecting increase or decrease.

• Displays balance amount after inputting the paid amount.

• If there is a pending amount, it will be displayed in the Pending Bills list on the Dashboard and in the Supplier View.

• If you add an extra amount to the purchase, it will be recorded as a supplier transaction. This extra amount will be shown as the balance amount (Extra amount paid to supplier) in supplier view.

Validation and Error Handling

• Ensures all mandatory fields are filled before saving.

• Provides clear error messages for missing or incorrect data.

Save and Redirect

• Save the purchase details with a single click.

• Redirects users back to the Purchase Dashboard for immediate confirmation of the new entry



1. Edit or Update Records

   • Option to edit the purchase details in case of errors or updates.

   • If there is a balance amount, an option is provided to add the remaining amount seamlessly.

   • Changes are reflected instantly across the system.

Overall Features of the Purchase Module

1. Comprehensive Purchase Management

   • Record, store, and track all purchase transactions, including supplier details, product information, and payment records.

   • Centralized repository for all purchase data, accessible anytime.

2. Automated Calculations

   • Automatically calculate total costs, discounts, and balance amounts.

   • Reduces manual errors and ensures accuracy.

3. Real-Time Insights

   • Monitor supplier transactions and payment trends.

   • Track cash flow and balance amounts to ensure smooth financial operations.