Suppliers, purchase orders and entry notes

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Suppliers#

Stock › Suppliers: name (required), phone, e-mail, notes. The Active / Inactive pill toggles with a click. Deleting a supplier that has purchase orders deactivates it (to keep history). Only active suppliers are offered in forms. An Excel import exists (import and export).

Purchase orders#

Stock › Orders ("Purchase orders" page, references BC-0001…). New purchase order: supplier, notes, then Add a product (active products that track stock) with Quantity and Unit cost; New item creates an ingredient (or, for a manager, a sold product) on the fly. Create the draft.

A sent order can no longer be edited; a draft can.

Receiving#

Receive shows, per line, Ordered, Already received, Unit cost, and the fields Received now, Lot number, Use-by date. Enter at least one quantity. Then:

• stock goes up by the quantity received ("Purchase" movement, on the active branch);
• if the line has a cost, the product's cost is updated per the cost method: Last purchase price (this delivery's price) or Weighted average cost ("10 kg at 6 MAD + 30 kg at 8 MAD → 7.50 MAD per kg");
• if you entered a lot number or use-by date, a batch is created for the quantity received;
• a partial reception leaves the order "Ordered"; it becomes "Received" when every line is complete. A double click does not receive twice.

Entry notes#

For goods that arrived without an order (a market purchase, a delivery paid on the spot): Stock › Entry notes (references BE-0001…). New entry note: supplier (or free text "Wholesale market, Ahmed…"), items with Quantity, Price / unit, Lot, Use-by date, note. Save the entry: stock goes up straight away, with the same cost method as a reception.

The Cancel this entry note icon takes the goods back out through reverse movements and deletes the document, with a line in the activity log.