Buy stock at the counter (Point of Purchase)

Point of Purchase is a counter screen for buying stock. When a supplier delivers, scan or tap what arrived, pay them if you want, and finish. One step raises the purchase order, adds the goods to stock and records the payment.

Steps#

9 steps · ~7 min

1. 1

   Step 1

   Go to Operations → Point of Purchase.
2. 2

   Step 2

   In the vendor field, choose the vendor you are buying from. If they are new, click New and fill in the vendor form (name and phone are required). Once chosen, you see what you owe them.
3. 3

   Step 3

   Scan a barcode or type in Search what you are buying, or scan… (press F2 to jump there), then tap a product to add it. For a product with variations, pick the variation.
4. 4

   Step 4

   Check the Purchase list. The unit cost fills in from the last price you paid this vendor, otherwise from the product's cost price. Change a quantity there, or tap a cost to change it.
5. 5

   Step 5

   Click Review & pay (or press F8).
6. 6

   Step 6

   Choose Receive now if the goods are here, or Receive later to raise an ordered purchase order and receive it when it arrives.
7. 7

   Step 7

   Optional: under Extra charges, click Add for transport, labour or other costs. They are spread onto the goods' cost. Add a note such as the bill or challan number.
8. 8

   Step 8

   Optional: under Pay the vendor (optional), pick the account you pay from, enter the Payment amount and click Add payment. Repeat to split the payment across accounts. Anything you don't pay stays payable to the vendor.
9. 9

   Step 9

   Click Buy & receive (or Raise purchase order if you chose Receive later). You can also press Ctrl+Enter.

   Screenshotpop-counter-purchase-list

   Screenshotpop-review-purchase-pay

When it's done, you see Stock received (or Purchase order raised) with the PO number, total, paid and payable amounts. Click Print PO or Open PO, or Next purchase to start again with the same vendor.

Held purchases#

To set a list aside and start another, click Hold purchase (or press F4). Open Held purchases at the top of the page to Resume or discard one. Held purchases and the current list are kept in this browser, so a page refresh doesn't lose them, but they are not shared with other devices.

Today at a glance#

The tiles at the top show today's Purchases, Units in, Spent and Unpaid. Click Recent purchases to see today's purchases with their status and what is still due, and open any of them.

Keyboard shortcuts#

The FIFO costing question#

If this is your store's first goods receipt and FIFO costing is not on yet, StoreLine asks Switch to FIFO costing? From then on, each sale's cost and profit use what you actually paid for the oldest stock. The stock you already have is valued at its current cost price.

• Switch & receive switches and adds the goods to stock.
• Not now leaves the purchase order raised but not received. Choose Receive later to finish it as an ordered PO, and receive it later from Purchase Orders.

FAQ#

Related articles#

• Buy stock with purchase orders
• Point of Sale basics
• Add or remove stock with Stock Adjustment