Stock Management

Stock Purchases

• A Purchase can only be captured once an Invoice has been received from the Creditor
  
• The information captured on the Purchase screen is the information as displayed on the Invoice
  

Select Purchases from the dropdown menu under Purchases

Select the Period and click on OK or press F2

Enter the Invoice Date in the field provided and press Tab

Click on the select box opposite Creditor

Select the Creditor from the list and click on Exit or press F2

Enter the Invoice number and press Tab

Enter the Amount (Excl. or Incl. Vat - depending on the Creditor) and press Tab

Click on the look up box opposite Code and select Material or Medicine from the list 

• In this case, Medicine
  

Select the Item an click on Ok, press Enter or F2

The quantity per Packs and Units as well as the current Price is displayed

Enter the Packs / Units and Price p/pack or Unit as reflected on the Invoice in the respective fields

Press Tab to navigate through the fields

The Old and New Cost per Unit is displayed in the window to the right

A Discount p/percentage or p/amount can be entered

The Total amount for the items are displayed

To add another item, click the Add Item or press F3

If it is another Medicine item, press Tab in the field next to Code and follow the same steps as explained above

If it is a Material item, click on the look-up box opposite Code and select Material

Select the item from the list

Follow the same steps as explained above

You can Delete an item by clicking the 

By selecting Close + Save you will be enabled to exit the invoice and access it at another time

Click Post single or press F2 to post the Invoice

Click the tick box at Print batch to print the batch

Click on OK to proceed

Click on Print

Click on Close to proceed