Advanced Purchase - Partial Orders/Deliveries

In addition to a standard purchase, DEAR Inventory offers a type of purchase with advanced features. Advanced purchases are designed to handle purchase orders where multiple invoices and stock deliveries are to be considered part of the same purchase. Any purchase order that is to be made in multiple deliveries should be made as an Advanced Purchase. 


Advanced Purchases also allow multiple credit notes to be issued for a single purchase order. 


A normal purchase can be converted into an advanced purchase, but the conversion cannot be reversed. It is also permitted to create a new advanced purchase.


This article assumes that the reader is familiar with the standard DEAR Inventory purchase process. See Processing a Purchase for more information.


Prerequisites:


Table of Contents:


Generate an Advanced Purchase

[back to top]


Advanced Purchases can be either be created anew or converted from an existing purchase. The supplier details and purchase order lines are displayed and filled in in the same way as for the standard purchase process, however the stock receipt, invoice and credit note functions are now displayed in a sidebar on the right.


Transactions, History, Attachments and Manual Journals can be viewed and edited in the same way as in the standard purchase process, but are also now located in the sidebar on the right.



Create a new Advanced Purchase

[back to top]


To create a new advanced purchase, navigate to Purchase -> New -> Advanced Purchase



Convert an existing purchase

[back to top]


You may not realise a purchase order is to be made in multiple deliveries or with multiple invoices until after the purchase order has been authorised. In this case, you can easily convert a simple purchase order to an advanced purchase order. 


To convert an existing Purchase:

  1. Navigate to Purchase -> Purchases.
  2. Choose a purchase to convert.
  3. Click Convert.
  4. The change from Standard Purchase to Advanced Purchase is irreversible. Click Yes to confirm the conversion.




Conversion of an existing Purchase can be done at any point in the order.


If you try to receive a partial delivery using a Standard Purchase, you will receive an error message. You will have to convert the Purchase to an Advanced Purchase to continue.



Fill in the document header

[back to top]


Select a supplier in the top left-hand corner to pre-fill supplier fields. If you are converting a simple purchase to an advanced purchase, the document header information from the simple purchase will be brought across to the new document. 


See Processing a Purchase - Fill in the document header for more detailed information about the document header fields. 




Add items to the order

[back to top]


Adding items to the purchase order is done in the same way as for a simple purchase. Products can be added individually, imported from a CSV file, added to the order using a barcode scanner, or multiple product variants can be added by clicking +Family. You can also verify your order against current stock quantities. See Processing a Purchase - Add items to the purchase order for more information on any of these steps. 


Additional costs (non-inventory items or services such as shipping, insurance, gift-wrapping, etc.) are added in the lower section of the purchase order. Authorise the order when you are ready to continue. 




Supplier deposits

[back to top]


Once a purchase order has been authorised, you can optionally add a supplier deposit to use as a prepayment against the invoice. Click +Supplier Deposit and fill in the fields in the pop-up window that appears to add the prepayment. 


See Supplier Deposits for more information. This field is NOT for regular payments – regular payments are added when processing a supplier invoice. 


NOTE: If using Xero as your accounting system, ensure Xero payment settings are set to Synced both ways or Pushed to Xero. QuickBooks Online payments are set by default to sync both ways. Some users prefer to entirely manage their payments through their accounting system. If this is the case, you can leave this section blank, the prepayment details will be imported from your accounting system and applied to the order once a prepayment is made.



Invoicing and Receiving

[back to top]


With an Advanced Purchase, you can have one invoice to cover the entire purchase order or to cover one or more separate deliveries. Invoice is a document issued by the supplier which indicates product and/or service details provided (such as quantities, agreed pricing on goods and/or services provided) and may include other additional costs (such as freight charges, fees, etc.).


NOTE: A new Advanced Purchase will be created with your default Input Method: Stock First or Invoice First; the input method cannot be changed. To change your default input method, go to Settings -> General Settings -> Purchase process customisation. Advanced Purchases that have been converted from existing Purchase Orders will have the input method selected in the existing purchase order. This guide focuses on Invoice First orders; however, the process is almost identical for Stock First purchases. 


To process invoices for an Advanced Purchase:

  1. In the sidebar on the right, go to the Invoicing & Receiving section.
  2. Click +Invoicing & Receiving to generate an invoice. The total to invoice is shown at the top of this frame. 


  3. Enter the Invoice Number and Invoice Date.
  4. Enter the Invoice lines. You can click Copy Remaining from Order to copy all items yet to be invoiced from the purchase order.
  5. Manually enter the order Total in the top right-hand corner and Authorise the invoice.
  6. The Invoicing & Receiving frame will now show the amount invoiced next to the invoice number, the remaining total to invoice at the top and the number of stock items to receive for this invoice next to +Add Stock Receiving.
  7. You can continue to the stock receipt or continue invoicing the rest of the order. To continue invoicing, simply repeat steps 2-5 until all items have been processed. 


To receive stock:

  1. In the sidebar on the right, click + Add Stock Receiving.
  2. Add stock received lines. You can click Copy from Invoice. Authorise the stock receipt to continue.
  3. If there is still stock to receive, repeat steps 1-2 until all items have been received. 


Put Away

[back to top]


Put Away is an optional feature. It can only be used on Advance Purchases, not Simple Purchases. When enabled, the stock receiving process is split into two tabs, Stock Received and Put Away. Enable Put Away by going to Settings -> General Settings -> Purchase process customisation and toggling Use Put Away to yes. 



Once Stock Received has been authorised, the Put Away tab can be accessed and authorised. 



Payments

[back to top]


Once an invoice has been authorised, you can apply payments to the invoice.


NOTE: If using Xero as your accounting system, ensure Xero payment settings are set to Synced both ways or Pushed to Xero. QuickBooks Online payments are set by default to sync both ways. Some users prefer to entirely manage their payments through their accounting system. If this is the case, you can leave this section blank, the payment details will be imported from your accounting system and applied to the order once a payment is made.


If you have an unused supplier deposit associated with this purchase, you will be asked if you want to allocate it to the invoice upon authorisation.


Next to each invoice number, the total invoice is shown on the left with the remaining balance to be paid on the right. Payments are shown below. 



Add more payments by clicking on an invoice number and clicking +Payment to add more payments or +Use Supplier Deposit to apply any unused supplier deposits associated with this supplier to the invoice. 




Credit notes

[back to top]


One or more credit notes can be attached to each purchase. For more information on the different types of credit notes, see Purchase Credit Notes and Refunds


To assign one or more credit notes from a supplier:

  1. In the sidebar on the right, go to the Credit Note section.

  2. Click + Credit Note.
  3. Enter the Credit Note Date.
  4. In the Credit Note for field, choose the invoice the Credit Note relates to. This automatically copies the items from that invoice to the credit note.
  5. Create the credit note as discussed in Purchase Credit Notes and Refunds
  6. The Unstock function will be automatically filled in from the credit note item details. Change the quantity to reflect the actual number of items unstocked if necessary.
  7. Authorise the credit note.
  8. For more credit notes associated with the same sale, click +Credit Note in the sidebar.


NOTE: Doing unstock will result in negative stock on hand. Thus, lines can only be unstocked if the products have not been used yet. If the stock has been transferred or some other transaction involving the stock has been performed, unstock may fail. In this case, the credit note can be authorised without an unstock and inventory adjustment can be processed to offset stock level.


Refunds

[back to top]


Refunds are applied to credit notes in the same way that payments are applied to invoices. Credit notes must be authorised before a refund can be issued.


NOTE: If using Xero as your accounting system, ensure Xero payment settings are set to Synced both ways or Pushed to Xero. QuickBooks Online payments are set by default to sync both ways. Some users prefer to entirely manage their payments/refunds through their accounting system. If this is the case, you can leave this section blank, the refund details will be imported from your accounting system and applied to the order.


Credit notes can be issued as a refund or as a supplier deposit to be used against future purchase orders with the selected supplier. 


To issue a credit note refund to supplier deposit:

  1. Return some or all of the value of the credit note to a supplier deposit by clicking +Supplier Deposit.
  2.  A pop-up window will open, fill in the fields and click Create to continue.
  3. The supplier deposit value will be added to the Refund section.


To issue a credit note refund as payment:

  1. Return some or all of the value of the credit note to your payment accounts by clicking +Refund.
  2. Enter the account details and date paid, then click Save to finish. 



Attributes, Attachments & Logs

[back to top]


Attachments, attributes and logs are accessed from the right of the screen. 


Attachments can be manually attached by the user. Any documents created from DEAR in relation to the purchase order (invoice, shipping labels, etc.) are saved to this tab for easy reference. 


Additional attributes fields are also found in this section. Using additional attributes, you can add up to 10 custom fields to suppliers. If you have no additional attributes applied to a supplier, this section will not be visible. 



Click History to show all activity relating to this purchase order. All user activities from the creation of the new Purchase Order onwards are logged. Workflow History logs notifications and emails (if applicable) sent related to the purchase order. 



Click Transactions to see all transactions generated from the purchase process. 




Purchase order actions

[back to top]


Most purchase order actions are accessed by clicking the PO number in the top right-hand corner of the screen. 



Save

Saves the purchase order. 


Undo

Returns the purchase order to the Draft status. Order lines, invoice lines, payment information etc. will remain in the document if it has previously been entered and authorised. 


Void

Drops all current changes and deletes the inventory, invoice and payment records. The order status is changed to Voided and the order can no longer be edited.


Clone

Makes a copy of the current purchase order. You can choose for the new purchase order to keep the same order number or assign a new order number. 


NOTE: Users with Xero integration can keep the order # as purchase orders are not synced from DEAR to Xero. For QBO, a duplicate purchase order # is not allowed, a new order must be assigned. 


Mark as Received

Removes the order from the pending orders list. This purchase action will only be available after the stock received tab has been authorised. 



The other purchase actions are Print and Email. These buttons are shown on the purchase order, invoice, credit note and stock received screens. 


Print

Allows printing the chosen document. The document is generated in PDF format for printing or saving to your device. 


Email

Allows e-mailing the chosen document to the supplier. Documents are attached to the email as PDFs. You will be prompted to enter a subject line. You may wish to set Email templates to use for the email body. 



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.