Recording purchases
Applies to version 26.99.5
A purchase records what you bought, from whom, at what cost — and what you'll bill the client for it.
Two ways to enter a purchase
Itemized
Line items with material, quantity, net and sale price, unit and category.
Group
Labelled lines with a net and sale amount — no catalog link needed.
Recording one
1
Pick the supplier and date
Optionally attach a receipt image or PDF.
2
Add lines
Each with a quantity, your net cost and the client's sale price.
3
Attach to a project
Tag the whole purchase or individual lines to a project and subobject.
4
Mark visibility & paid
Choose which lines the client sees, and whether the purchase is paid.
Per-line price overrides
Lines start from the material's default prices, but you can override the sale price on a line for a negotiated deal — the catalog default stays untouched.