Hi there! Here we have a step by step guide on how to manage your daily purchases on your account! 

  1. To enter daily purchases, look at the left corner of the screen. There you can see the “Transactions” option. Once you hover over it, the “Sales”, “Purchases”, “Labor” and “Inventory” options are displayed. Click on “Transactions” or "Purchases" to go directly to the page.

  2. If you click on "Transactions" you will then be redirected to the transactions calendar (Skip to step 4 if you clicked directly on "Purchases"). To enter a new purchase in the Transactions page, select the next day from the previous purchase. 

  3. Then you will be presented with 3 options, “Purchase”, “Sales” and “Labor”. Click on “Purchase”.

  4. Once clicked, you will then be redirected to the “Purchases” page. There the date, invoice number and the vendor can be set. Enter the date and invoice number. (NOTE: Please make sure the date you enter is correct. Also, if the purchase does not include an invoice it is required to create one. The recommended invoice number format is “VENDORINITIALS-YYYY-MM-DD”.)

  5. For vendors, you can select from those already existing but a new one can also be created directly by selecting the “-Create new vendor-“ option. If selected, it will automatically go to the “Create Vendor” page. (NOTE: See steps 3-6 of the Adding and Editing Vendors guide for further details.)

  6. Once a vendor has been selected the categories associated with them are listed. You can also sort the categories by clicking and holding the sort button(see below), then dragging it up or down.  

  7. Categories can also be added easily by clicking the “Add Category” button. It will go to the “Edit Vendor” page if clicked. (NOTE: See steps 3-6 of the Adding and Editing Vendors guide for further details.)

  8. Finally, enter the amount from every item purchased by category. If there are other expenses such as tax and freight, click on the “Other Expenses” button and enter the amount.

  9. Once you’re done, click on “Save” to enter the daily purchase.


This completes the guide on how to enter your daily purchases using the Transaction page.


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Adding and Editing Vendors