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Purchase & Sales

The Purchase & Sales menus are available in the beta version and may be subject to changes.
Purchase & Sales functions enables you to manage not only basic inventory transactions but also orders and sales in one place.

Key Features

  • You can create purchase orders and sales orders in advance and update your inventory accordingly upon actual receipt or shipment.
  • If prices vary with each purchase or sale, you can input the respective price at the time of the transaction.
  • By utilizing the unit cost at the time of purchase or sale, you can perform a sales analysis.

Bundles

You can create item sets or package items, such as boxes, by combining registered items.
The following example is the bundled package you can create with components. The inventory level of each item will be automatically calculated and reflected based on the Stock In/Out transactions of the bundle quantity.
  • Suit = 1 Pair of Pants, 1 Shirt, and 1 Blazer
  • T-Shirt Set = 3 T-Shirts

Purchase (Purchase Order)

When creating a purchase order, it undergoes the following status changes in sequential order.
  • Order Sent: You can email the generated purchase order to the supplier.
  • Receiving: The status is still pending receipt.
  • Received: The status is "Received and Stock-In."

Sales (Sales Order)

When creating a sales order, it undergoes the following status changes in sequential order.
  • In Transit: A sales order has been generated, but the status is still pending dispatch.
  • Released: The status is marked as "Released and Stock-Out" based on the sales order.

Sales Analysis

Based on the purchase orders and sales orders, you can perform basic sales analysis. You can set a specific period and review reports by item or by trading partner (customer or supplier).

Profit & Loss

You can assess the net profit based on the registered purchase price of the item.
You can check the followings under the Profit & Loss report.
  • Average Sales Price
  • Sales Quantity
  • Sales Amount
  • Net Profit: Calculated based on the registered purchase price for each item
  • Profit Margin

Purchase & Sales Analysis

You can check the difference by comparing the total purchase amount and the total sales amount within a specified period.
You can check the followings under the Purchase & Sales report.
  • Sales Quantity
  • Sales Amount
  • Purchase Quantity
  • Purchase Amount
  • Difference: Total Sales Amount - Total Purchase Amount

Frequently Asked Questions (FAQ)

Is the Purchase & Sales menu available on the mobile app?

No, currently the menu is in beta version and only accessible on PC.

How should I handle exchanges or returns?

First, you should update the invoice, and then make the necessary modifications to the associated sales order. Please be aware that the inventory quantities for each item are not updated automatically, so the sales status in the Sales menu should be manually updated.

Can I set the unit prices specifically for each trading partner (customer or supplier)?

Currently, it is only possible to specify a single price for the item.
Last modified 1mo ago