Purchase Management

Adding Purchases in Zuriey POS

Adding purchases in Zuriey POS is a straightforward process that allows you to manage inventory effectively by keeping track of your suppliers and the products you acquire. Here’s how to add a purchase step by step:

Steps to Add a Purchase

1. Navigate to Add Purchases:
   • Go to Purchases -> Add Purchases.
2. Enter Supplier Information:
   • In the Supplier field, type the name of the supplier or business.
   • If the supplier does not exist, you must add them first by going to Contacts -> Suppliers -> Add.
3. Fill in Purchase Details:
   • Enter the Purchase Reference Number.
   • Select the Purchase Date.
   • Choose the Order Status (e.g., Pending, Completed).
4. Select Business Location:
   • Choose the location where you want to add the purchase. If you need to add a new location, go to Settings -> Business Locations.
5. Add Products:
   • Type the product name or scan the product barcode number. The system will display matching products.
   • Select the desired product to add it to the purchase list.
6. Enter Product Details:
   • For each product, enter:
     • Purchase Quantity
     • Purchase Price
     • Tax Information
7. Add Discounts (if applicable):
   • Select the discount type (fixed or percentage) and enter the discount amount. Zuriey POS will automatically calculate the total after applying the discount.
8. Complete Additional Fields:
   • Enter any applicable purchase tax, shipping details, additional shipping charges, payment status, and any additional notes.
9. Review and Save:
   • After entering all necessary information, review your entries and click on the Save button to finalize the purchase.
10. View List of Purchases:
    • You can view all recorded purchases by navigating to Purchases -> List Purchases.
11. Print Labels for Purchases:
    • To print labels for your purchases, click on the “Print Labels” button in the List Purchases screen.

Common Error: No Matching Product Found

If you encounter an error stating "No matching product found," it could be due to one of the following reasons:

1. Reason 1: There are no products matching the name or SKU you entered.
   • Solution: Check your entries against the list of products in your inventory.
2. Reason 2: The selected business location does not have that product assigned.
   • Solution: Ensure that if you are adding a purchase at Location-1, that product must be assigned to Location-1 in its settings (check under Add/Edit Products).
3. Reason 3: Stock management is not enabled for that product.
   • Solution: Make sure stock management is enabled for products in their settings (Add/Edit Product).

By following these steps, you can efficiently manage your purchases in Zuriey POS, ensuring accurate inventory tracking and supplier management!