To buy items from a vendor

Note: If you're starting this procedure from the Bank Register, simply click the New Purchase/Quote/Order/Bill button.

The Purchases window should be displayed. (To find the Purchases window)

1. If you want to record information about a quote or order, choose one of those options from the upper left corner of the window. Otherwise, accept the default selection (Bill). (Choosing the purchase you want)



2. Enter the vendor's name (Entering information about the vendor), and review the vendor's shipping address and credit terms. You can change them if necessary. (To change your credit terms for this transaction)

Review the currency and adjust the exchange rate if necessary. [To change the exchange rate (if you're using Multicurrency)]

3. Review the purchase number and date. If the vendor has given you an invoice number, be sure to enter it.



4. Be sure the Item layout is selected. The type of layout appears in the Purchases window's title. (To choose a purchase layout)



5. Enter a line item for each item you are buying. After you enter the quantity (in the Ship field) and the item number, prices will appear automatically. (Entering line items, header and subtotals on purchases)



6. If you paid all or part of the amount owed, enter the amount you paid.

If you paid with a company credit card, don't enter an amount here -- only check payments can be entered here. You'll use To pay a vendor (Pay Bills window) or To pay a vendor (Bank Register) after recording the purchase.

If you want the payment to be grouped with electronic payments, don't enter an amount here -- only check payments can be entered here. You'll use To pay vendors electronically after recording the purchase.

7. If you want a printed purchase order, click the Print button. Otherwise, click Record. You can print the purchase order later if you like, using the Print Purchase Orders window. (Choosing what to do with the purchase)