How to Perform New Purchases in Websol Muhasib ERP
Websol Muhasib ERP allows you to perform purchases along with the suppliers. This is a great and handy tool that helps companies and business owners to manage their purchases very easily and manage the records of the data of the purchases in the software.
Perform a Purchase
To perform new purchases along with the supplier, follow the steps given below.
Step 1. Log in to the system and access the Main Back Office user interface.
Step 2. On the appeared window, click "Purchases and Vendors".
Step 3. On the appearing "Purchases and Vendors" window, the "Transactions" section is shown on your screen.
Step 4. In the "Transaction" section. click on the "New Purchase" button.
Step 5. The "Purchase Entry" window appears on the screen, for Creating a new purchase Give details in the following,
Step 6. In the "Purchase Entry" window, follow the details given below.
- From the "Supplier" button, Select the supplier.
- From the "Payment Terms" dropdown, select the payment terms.
- Click on the "Find Items" button
Step 7. Find item window appears on the screen.
Step 8. In the "Find Items" window, find your items, select the items you want to purchase, and click on the "Add to Cart" button.
Step 9. Now the selected items are shown on the "Purchase Entry" window.
Step 10. In the added items follow the details given below.
- In the "Batch No." field, enter a batch number of every item (The batch number was not repeated every time you have to give a new batch number).
- In the "Qty" field, give the quantity of every item.
- You can also change the unit price from the "Unit Price" field.
- If you have any discount on a purchase, set the discount in the "Discount" field.
Step 11. Now look below the "Grand Total" field shows the total amount of purchase.
Step 12. In the "Payment Amount" field, enter the amount.
Step 13. From the "Payment Type & Payment Account" dropdown, select the payment type & account.
Step 14. On the left, click on the Save button (message box appears "Record has been Updated successfully").
Step 15. Close the Window.
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