KashFlow Knowledge Base - Sales Basics (Purchase)

Purchase Orders

KashFlow — Wed, 02 Sep 2020 12:58:08 +0000

What is a purchase order? A purchase order (abbreviated to PO) is a document that specifies the type, quantity, and agreed price for products and services. It is issued from buyers to sellers and acts as confirmation of an order. Purchase orders are primarily used to control the purchasing of goods and services from external […]

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Creating a Purchase Receipt

George Gillespie — Wed, 28 May 2014 15:27:10 +0000

Any purchases you make will need to be recorded in KashFlow, this is done by creating a purchase receipt – in other software this may be known as a purchase invoice. Create a new receipt by going to Purchases > Create+. Creating a Purchase Receipt A purchase receipt can be created by simply going to Purchases > […]

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Purchase Codes

George Gillespie — Mon, 11 Nov 2013 10:29:38 +0000

You can view existing Purchase Codes by going to Settings > Chart of Accounts or Purchases > Purchase Codes. Purchase codes can be thought of as categories of expenditure. A Purchase Code will appear on reports, such as the Trial Balance and Profit & Loss reports. Purchase codes can contain sub / product Codes, and these can also be linked […]

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Adding a Note To Quotes, Invoices and Purchases

George Gillespie — Thu, 18 Jul 2013 11:07:56 +0000

You may find sometimes when creating a quote, invoice, or recording a purchase, that you need a specific note on the document to send to the Customer/Supplier. An example of this would be maybe sending a purchase order where you need to state reverse charge will be applied. Adding a note that the customer/supplier will […]

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Recording Purchase Payments

KashFlow — Mon, 08 Apr 2013 13:21:47 +0000

This guidance advises on how to apply a payment to an existing purchase. You will first need to select the purchase you want pay off by clicking Purchases and then select your purchase form the list, or run a quick search for it in the search box. The payment can all be arranged and processed in […]

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Repeat Purchases

KashFlow — Sun, 03 Feb 2013 23:22:59 +0000

This article advises on how repeat purchases are managed in KashFlow

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