How to Record Purchases on Tracepos
Introduction
Welcome to another enlightening episode of Tracepos Training Guide! In today's session, we'll delve into the intricacies of recording purchases on the Tracepos platform. This comprehensive process involves adding new transactions, selecting suppliers, and efficiently managing items, purchase dates, order status, and payment details.
Step-by-Step Guide
1. Accessing the Dashboard
Begin by logging into your Tracepos account and navigating to the dashboard from the left-hand navigation menu.
2. Initiating a New Purchase
Click on the "Purchases" tab and proceed to click the "Add New Purchase" button.
3. Invoice Number
You have the option to leave the invoice number field blank, allowing Tracepos to generate it automatically. Alternatively, input your supplier's invoice number if it's available.
4. Supplier Details
Utilize the search bar to locate your supplier's name. If the supplier is not in the database, click the plus icon to seamlessly add a new supplier. Fill in the necessary details and click "Create."
5. Selecting Items
Choose the newly added supplier, specify the purchase date, and identify purchased items by searching or scanning barcodes. If an item is not already in Tracepos, create it, setting the opening stock to zero to prevent duplication.
6. Quantity and Pricing
Specify quantities, edit unit purchase prices if necessary, and update by clicking the edit icon. Repeat these steps for all items in your purchase.
7. Order Status and Validation
Choose the appropriate order status and cross-check the totals in both the invoice and purchase form. Ensure a match before proceeding.
8. Finalizing the Purchase
Click "Save" to officially finalize the purchase transaction.
9. Adding Payment Details
In the "All Purchases" tab, locate your transaction, click "View" to access payment details, and then click "Add New Payment."
10. Payment Information
Enter the payment details, including the payment date, method (e.g., First Bank), and amount. Click "Create" to save the payment information.
11. Downloading the Invoice
To obtain a copy of the purchase invoice for internal filing, click the "Invoice" button.
Conclusion
By diligently following these steps, you can effectively manage your purchases, seamlessly track inventory, and accurately record payments within the Tracepos system. This streamlined process ensures that you maintain precise and effortless business records.
That concludes today's Tracepos Training Guide. Congratulations on mastering the art of recording purchases in Tracepos! Should you have any questions or require further assistance, feel free to reach out. Happy managing!