How to Create a Purchase

Introduction #

Managing purchase details is essential for tracking inventory and ensuring that stock levels are maintained. This guide provides detailed steps to create and manage purchase details within the Cosmic POS module.

Prerequisites #

• Vendor: Ensure vendor details are set up.
• Warehouse: Ensure warehouse details are set up.
• Category: Ensure categories are set up.
• Items: Ensure item details are set up.

Steps to Create a Purchase #

1. Login to Cosmic ERP
   • Enter your credentials and click the login button.
2. Navigate to POS System
   • Once logged in, locate and click on ‘POS System’ from the main menu.
3. Access Purchase Section
   • In the POS module, find and click on ‘Purchase’.
4. Initiate Purchase Creation
   • Click on the ‘+’ icon to start creating a new purchase.
5. Select Vendor
   • From the dropdown menu, select the vendor from whom you are making the purchase.
6. Select Warehouse
   • Choose the warehouse where the purchased items will be stored.
7. Select Category
   • Choose the appropriate category for the items being purchased.
8. Select Purchase Date
   • Specify the date of the purchase.
9. Select Item
   • From the list of items, select the item(s) you are purchasing.
10. Save the New Purchase

• Click on the ‘create’ button to save the new purchase details.

Conclusion #

Creating and managing purchase details in Cosmic POS ensures that your inventory is accurately tracked and maintained. Follow these steps to set up new purchase details efficiently.