All Purchases Purchases

Lists every purchase transaction recorded against suppliers, with filters and quick actions to view, edit, pay, or return each one.

The purchases table lists every purchase with its date, reference number, location, supplier, purchase status, payment status, grand total, and payment due. A small return icon appears next to the reference number if some quantity from that purchase has already been returned. Use the filter bar to narrow the list by business location, supplier, purchase status, payment status (including an Overdue option based on the supplier's payment term), and a date range.

Each row's Actions menu offers View, Print, Edit, Delete, and Print Labels, plus a download/preview link for any attached document. If the signed-in user has payment permissions, the menu also includes Add Payment (hidden once the purchase is fully paid) and View Payments. A Purchase Return link starts a return against that specific purchase, and the status badge itself is clickable to update the purchase status (Ordered, Pending, Received) inline.

Access is controlled by the purchase.view, purchase.create, and view_own_purchase permissions: a user who only holds view_own_purchase sees just the purchases they personally created. The Add button in the top-right corner (requiring purchase.create) opens the purchase entry form.

Step-by-step Workflow

1. Filter the listNarrow purchases by business location, supplier, purchase status, payment status, or a date range.
2. Scan the tableCheck reference number, status, payment status, grand total, and payment due for each purchase.
3. Open a purchaseClick a row or its View action to see the full line-item breakdown in a modal.
4. Update status or record paymentUse the status badge or Actions menu to change purchase status, add a payment, or review payment history.
5. Return items if neededChoose Purchase Return from the row's Actions menu to send some or all of the received stock back to the supplier.
6. Add a new purchaseClick Add to open the purchase entry form and record stock received from a supplier.