Purchasing and Restocking

Choose the right restocking route

Add Quantity provides a quick route for a product delivery and creates a new purchase batch. For a larger order, Purchases and New Stock Entry bring multiple lines together with supplier information, costs and supporting charges. The Stock tab helps identify items to order, while Stock Entries provides purchase history. A saved draft lets you prepare an order; completing and reconciling it is the step that updates the inventory.

Step by step

1. Build the purchase

   Open New Stock Entry, search or scan products, and use supplier, category or out-of-stock filters when helpful. Check the selected products before using Add All.

2. Review each line

   Enter quantities, cost prices, selling prices and expiry dates where applicable. If currency conversion is needed, review the configured exchange rate before accepting the converted costs.

3. Complete the order details

   Review discounts, taxes, shipping and notes. Save a draft while information is incomplete, and print or email the purchase order using your configured template when required.

4. Complete and reconcile

   Compare the record with the received goods, then complete and reconcile the purchase. Review the new stock quantities and batches, and find the entry in purchase history using supplier or date filters.

Before you move on

• Check the destination store and supplier.
• Match received quantities and expiry dates to the delivery.
• Verify the resulting stock entry and batch quantities.