Task 3: Enter the items or services you are purchasing

The scrolling list in the middle of the Purchases window is where you enter details of what you are buying. In this area, you will enter item numbers, descriptions, account numbers (or account names, depending upon your selection in the Preferences window), and other information about your transaction.

One row in the scrolling list is one line item of the transaction. You can enter as many line items for a purchase as you want. The fields that appear in the scrolling list differ according to the type of purchase you are creating.

The following illustration shows the fields for a purchase with an Item layout and a Bill status.

A	Bill	Type the quantity to be billed.
B	Received	This field is display-only. It displays the quantity of items received. For more information, see Receiving items without a bill.
C	Backorder	Type the quantity of the item to be placed on backorder. An order for this amount will be created automatically when you click Record.
D	Item Number	Press tab and select an item from your item list.
E	Description	A description of the item appears automatically. You can change this if you want.
F	Location	If you store this item in multiple locations, select the location where the item will be received. For more information about locations, see ‘Inventory locations’ on page 152.
G	Price	If you have purchased the item before or you have entered a standard cost in the Buying Details tab of the Item Information window, the price of the item appears automatically. You can change this if you want.
H	Disc%	Type a volume discount as a percentage.
I	Total	The total price is calculated automatically.
J	Job	[Optional] Select a job number here to assign a line item to a specific job. For more details, see ‘Jobs’.
K	Tax	If the item is taxable, click the Tax column.

The following illustration shows the fields for purchase with a Service layout and a Bill status. These fields also apply to the Professional and Miscellaneous layout.

A	Description	A description of the service being purchased.
B	Acct # or Account Name	The account to assign to the purchase. Press tab to display the accounts list from which you can choose an account. This should be an expense or cost of sales account. You should not select your accounts payable account for vendor purchases.
C	Amount	The amount you have been invoiced.
D	Job	[Optional] Select a job number here to assign the line item to a specific job. For more details, see ‘Jobs’.
E	Tax	If the item is taxable, click the Tax column.

note : Add lines, subtotals, and headers to purchases

You can add lines, headers, and subtotals to purchases to make it easy to separate and subtotal different groups of line items on one bill. For more information, see Adding and deleting lines, subtotals, and headers to purchases.

Related topics

■	Task 4: Enter additional information about the purchase

■	Entering purchases

■	Creating items