Sales & Purchase
ERP includes sales invoices and purchase bills to record customer sales and vendor purchases. These documents update stock and integrate with production: finished goods go out via sales, raw materials come in via purchases.
Sales Invoices
Sales invoices record sales to customers. When you create and confirm a sales invoice, stock is deducted for the items sold. This is how finished goods leave your warehouse.
How to Create a Sales Invoice
Go to Sales → Invoices (or Invoices). Click "Create Invoice". Select the customer, add line items (item, quantity, rate), apply taxes, and save. Confirm the invoice to deduct stock.
| Field | Description |
|---|---|
| Customer | Customer to bill. Select from customers list. |
| Date | Invoice date. |
| Items | Line items: Item, Quantity, Rate, Tax, Amount. |
| Warehouse | Warehouse to deduct stock from. |
| Due Date | Payment due date. |
Purchase Bills
Purchase bills record purchases from vendors. When you create and confirm a purchase bill, stock is added for the items received. This is how raw materials and supplies enter your warehouse.
How to Create a Purchase Bill
Go to Purchase → Bills (or Purchase Bills). Click "Create Bill". Select the vendor, add line items (item, quantity, rate), apply taxes, and save. Confirm the bill to add stock.
| Field | Description |
|---|---|
| Vendor | Vendor who supplied the goods. |
| Date | Bill date. |
| Items | Line items: Item, Quantity, Rate, Tax, Amount. |
| Warehouse | Warehouse to add stock to. |
| Due Date | Payment due date. |
How to Print or Download Documents
Open any sales invoice or purchase bill. Use the Print or Download button to generate a PDF. You can send the document to customers or vendors or keep it for your records.