# Purchase

The Purchase module manages procurement end-to-end — suppliers, quotations, purchase and work orders, invoices, returns, expenses, and supplier analytics — with dashboards and reports for spend analysis and order tracking.

On this page

Getting Started Procurement Returns & Expenses Masters & Settings Reports FAQ

Getting Started

Purchase Dashboard — purchase KPIs, supplier spend, and open orders.
Purchase Settings — configure pricing, purchase types, tax, and module behaviour.
Suppliers — create suppliers and set payment terms and groups.

Procurement

| **Topic** | **Description** | |-----------|-----------------| | Purchase Quotation | Request and compare supplier quotes. | | Purchase Order | Confirm purchase with a supplier. | | Work Order | Order and track services — repairs, maintenance, service billing, or contracting work. | | Purchase Invoice | Record supplier bill; posts to accounts on approve. |

Returns & Expenses

| **Topic** | **Description** | |-----------|-----------------| | Purchase Return Order | Return goods to a supplier. | | Debit Note | Debit supplier account for returns or adjustments. | | Purchase Expense | Record purchase-related expenses. |

Masters & Settings

| **Topic** | **Description** | |-----------|-----------------| | Suppliers | Supplier master with terms and contacts. | | Pricing | Default purchase prices. | | Pricing Rules | Supplier- or condition-based pricing. | | Supplier Groups | Group suppliers for reporting. | | Purchase Types | Purchase type master for bills and orders. | | Purchase Tax Config | Tax rules for purchase documents. | | Purchase Expense Types | Categories for purchase expenses. | | Purchase Return Reason | Reasons for purchase returns. | | Opening Balances | Supplier opening balances. | | Purchase Settings (config) | Day-to-day entry rules and defaults. | | Purchase Settings | Settings overview. |

Reports

Purchase Reports — purchase bills, returns, aging, payments, and month-wise purchase.
Order Reports — order-wise purchase, received-not-invoiced, and item-wise orders.
Supplier Reports — statements, outstanding, and supplier summary.
Employee Reports — employee-wise purchase activity.

FAQ

What is the standard purchase flow?
Quotation → Purchase Order → Goods Receipt Note → Purchase Invoice. Accounts post on invoice approve; stock increases on receipt. When do I use a Work Order instead of a Purchase Order?
A Work Order directs and tracks a specific task or service — such as a maintenance repair, service billing, or building/civil work contracting. A Purchase Order is a binding order sent to an external vendor to buy physical goods, materials, or inventory. Which purchase documents post to accounts?
Purchase Invoice, Debit Note, and Purchase Expense post journals on approve. Purchase Order and Quotation do not post until invoiced. How do purchase returns work?
For a goods return, create a Purchase Return Order, deliver goods back with a delivery note, then issue a Debit Note linked to the return. You can also create a Debit Note directly over an approved Purchase Invoice (using Create Debit Note) for returns or adjustments against that invoice, or as a standalone debit note with Without Invoice Ref. Where do I configure supplier pricing and tax?
Open Purchase Settings for pricing, purchase types, and tax configuration.