Purchases Workflow

Related Collections

Execution Steps

1. Step 1

   Step 1: Create purchase and select supplier

   Create a purchase, select supplier, add items, quantities, and unit prices. This defines total amount and payable obligation.

2. Step 2

   Step 2: Purchase status controls behavior

   Draft/Ordered/Shipped do not add stock. Delivered is the only status that updates stock quantities.

3. Step 3

   Step 3: Stock and cost updates

   On delivered purchases, stock increases. Cost price is updated from purchase unit price. Updates use quantity-delta logic to avoid double counting.

4. Step 4

   Step 4: Supplier payable ledger updates

   Non-draft purchases post supplier ledger entries and update supplier current balance. Draft purchases are intentionally skipped.

5. Step 5

   Step 5: Purchase delete/reassign behavior

   Deleting a purchase creates reversal logic in supplier ledger. Reassigning a purchase to another supplier reverses old supplier effect and applies new one.

Status Controls

• Backward status transitions are blocked.
• Delivered purchases cannot be cancelled.
• Use returns/reversal process instead of cancelling delivered purchases.

Supplier and Payment Notes

• Supplier must be selected; payable balance is tied to supplier.
• Supplier payments are allowed only when purchase is not draft.
• Payment supplier must match purchase supplier.

Stock Timing

• Stock moves at delivered stage only.
• Delivered updates use delta logic to avoid double counting.