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Create Purchase Screen

The Add Purchase form is used to record a supplier purchase for the active clinic.

Create purchase screen

Quick guide:

  • 1 holds the supplier, invoice, status, and note fields for the purchase header.
  • 2 sets the purchase date for the supplier bill being recorded.
  • 3 opens the products section where purchased items are added.
  • 4 is the search area used to find products by name or SKU.
  • 5 saves the purchase after the product rows and costs are complete.

Main sections​

The purchase form is split into:

  • Purchase Context
  • Products

Purchase context fields​

The form can include:

  • supplier
  • supplier invoice number
  • purchase date
  • status
  • notes

Product rows​

Each purchase row can include:

  • selected product
  • quantity
  • unit cost
  • batch number
  • expiry date
  • purchase tax label

The form also shows:

  • row count
  • estimated subtotal
  • product search by name or SKU

Search and add behavior​

Staff can search products, then add them as rows with default values. Each row can then be adjusted for quantity, cost, batch, and expiry.