Purchase

Use Supplier Profiles and Purchase History

The supplier profile is the purchasing memory for a vendor: contact details, purchase totals, recent bills and document preview all sit beside the supplier list.

Menu path
Purchase -> Supplier List -> select supplier row
Verified from
Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence

frontend/static/script/js/modules/js/suppliers.js renderSupplierDoc loadRecentPurchases togglePurchasePreview, receivings/supplierReceivingDetails, frontend/static/script/js/modules/js/receiving_view.js buildPurchaseSheet, frontend/modules/supplierReport.html

Supplier profileSupplier row click opens a profile with totals, contact information, tax fields and recent purchase rows.
Purchase document previewRecent purchase rows can be opened so staff can inspect the document without losing supplier context.
Report cross-checkSupplier history should match purchase reports for the same supplier and date range.

Open the Supplier Profile

  1. Open Purchase -> Supplier List.
  2. Use Filter when the supplier list is long.
  3. Click the supplier row.
  4. Review the profile panel that opens beside the list.
  5. Check purchase totals, contact details and tax identity.
  6. Use Edit only after confirming this is the correct supplier.

Read the Profile

Profile areaWhat it tells youOperator use
Purchase totalsHow much purchasing is attached to this supplier.Use before owner review or supplier reconciliation.
Contact detailsPhone, email and address currently saved.Use for purchase follow-up and invoice clarification.
Tax identityGST Type and GSTIN when available.Check before tax input credit or supplier reports are trusted.
Audit datesCreated and updated timing.Useful when investigating who recently changed supplier data.
Recent PurchasesLatest purchase rows attached to the supplier.Open the right document before printing, returning or voiding.

Use Recent Purchases

Recent Purchases gives operators a short purchase trail without leaving the supplier profile. It is the fastest way to answer whether stock was bought from the selected supplier recently.

  • Open recent purchase rows to confirm bill number, date and total.
  • Use the preview when checking whether a supplier sent the expected items.
  • Compare profile totals with Purchase Reports when numbers look wrong.
  • Do not assume a supplier is inactive only because the recent list is empty; widen the date range in reports.

Open Purchase Preview

  1. Select a supplier from Supplier List.
  2. Find the purchase in Recent Purchases.
  3. Open the purchase preview.
  4. Check supplier name, item rows, quantity, cost, tax and grand total.
  5. Use the purchase action menu only after verifying the document is the intended one.

When to Use Supplier Reports Instead

The profile is a fast operational view. Supplier Reports are better when the owner needs a full period, exported file or reconciliation evidence.

  • Use Supplier Reports for month-end supplier review.
  • Use Purchase Reports to check received stock by date.
  • Use Return Purchase reports when supplier returns are part of the question.
  • Keep supplier profile edits separate from accounting reconciliation.

Related Manual Pages

Purchase Supplier Setup Supplier setup is the address book for purchasing. Clean names, phone numbers, addresses and tax identity make purchase orders, reports and supplier follow-up reliable. Purchase Purchase List The purchase list is the control desk for incoming stock. Status, expected date, supplier and row preview tell staff what still needs receiving or review. Purchase Purchase Actions Purchase actions change evidence after the purchase is saved. Print and email share the document; returns and voids affect stock and accounting history. Reports Purchase and Supplier Reports Purchase reports explain stock coming in, stock or money going back to suppliers and how much business each supplier represents.