TRANSACTION-->PURCHASING -->PURCHASE TAX, SUPPLIER & CATEGORY
- Hashmato Team
The Transaction PURCHASING module covers the concepts of purchasing of materials.
To create Taxes for Purchase transactions | |
To create Suppliers | |
To create Purchase categories | |
To create Purchase Order | |
To create Receipts for the Purchase Order | |
To create Invoices for the Receipts | |
To return the Purchase material back to the supplier |
In this document, we will discuss the three sub-modules of the Purchasing module.
PURCHASE TAX
This page allows us to create taxes for the purchase of materials. Let us understand how to create taxes for purchasing the materials.
STEP 1: Go to HOUSE --> TRANSACTION --> PURCHASING --> PURCHASE TAX. The following page appears. On this page, you can see all the taxes that were created earlier. There is an option to Create new tax, edit/ delete existing, and export the list of taxes.
STEP 2: To create new, Click on CREATE TAX. The below page appears, Add Name, Percentage, and Parameter to which tax has to be applied and SAVE.
STEP 3: After the tax is created to map the materials to the tax, Under ACTION, Click on EDIT.
STEP 4: Go to the Tax Mapping page, Select the Organization, Location, Group, Category, Material Name. SAVE once all the details are added.
NOTE: The symbol * indicates All are selected.
SUPPLIER
SUPPLIER section allows us to create different suppliers for different materials on the Dine Connect. This information is used to send the Purchase Order to the suppliers for purchasing the materials.
STEP 1: Go to HOUSE --> TRANSACTION --> PURCHASING --> SUPPLIER. The following page appears. On this page, you can see all the suppliers list that was created earlier. There is an option to create new, edit/ delete existing, and export the list.
STEP 2: To create new, Click on CREATE SUPPLIER. The following pop up appears.
Add The supplier Information such as Name, Code, Registration Number, Select the ordering channel, and add all the contact details. Then Save the details.
Add the supplier address and SAVE.
Add the GST Details such as Legal Name, GST number, GST registration status, Constitution Status. Click on SAVE once all the details are filled in.
STEP 3: On the first page, You can Edit the existing supplier's information. There is an option to add materials to the suppliers.
STEP 4: Add the materials that the supplier can supply. Add the Unit of measurement (UOM) and Minimum Order Quantity (MOQ).
NOTE: You can Import, Export material list onto an excel sheet.
PURCHASE CATEGORY
Purchase Category allows creating groups for Invoicing.
STEP 1: Go to HOUSE --> TRANSACTION --> PURCHASING --> PURCHASE CATEGORY.
STEP 2: Click on CREATE PURCHASE CATEGORY. The following pop up appears. Add the Name and SAVE.
NOTE: This purchase category can be categorized based on Supplier or materials example, Spices category can include all the spice materials.