🛒 Purchase – Offer
The Purchase module is used to record all information required for the procurement of goods, materials, and services.
It covers the entire process — from inquiries, through supplier quotes and orders, to posting received invoices and related documents.
💡 Thanks to integration with inventory, banking, and accounting, you have a complete overview of the purchasing process and its impact on both finances and stock levels.
📑 Received Invoices
A record of all invoices from suppliers, including:
supplier details,
supply details, amount, and VAT,
document line items,
links to orders and goods receipts,
payments and liabilities.
Enables matching with bank transactions and creation of accounting entries.
📘 Learn more in the Received Invoices chapter.
📦 Document Line Item Overviews
Used to display all line items across purchase documents in a single overview.
You can filter and analyze items by:
supplier,
period,
warehouse,
price list item,
document type.
💡 Useful for reviewing prices, availability, and supplier purchasing behavior.
📘 Learn more in the Document Line Item Overviews chapter.
💳 Payment Orders
Used to create payment orders for settling received invoices.
Enables you to:
generate individual and bulk payments,
export to formats for online banking (ABO, SEPA XML),
verify variable symbols and amounts,
link to a bank account.
📘 Learn more in the Payment Orders chapter.
📤 Issued Inquiries
This section is used to record inquiries sent to suppliers.
It contains information about:
the requested goods or service,
prices, quantities, and deadlines,
suppliers,
supplier responses (received quotes).
📘 Learn more in the Issued Inquiries chapter.
📥 Received Quotes
A record of quotes received from suppliers.
Allows you to compare quotes by price, quality, or availability and convert them:
into an order,
or directly into a received invoice.
📘 Learn more in the Received Quotes chapter.
📝 Issued Orders
Used to create and manage orders placed with suppliers.
Allows you to track:
order status (open, fulfilled, partially fulfilled),
delivery deadlines,
links to goods receipts and invoices.
📘 Learn more in the Issued Orders chapter.
🧩 Document Types
Allow you to configure how individual types of purchase documents should behave.
Settings include, for example:
posting method,
default number series,
VAT rates,
document text templates.
📘 Learn more in the Document Types chapter.
🧮 Posting Rules
Used for automatic posting of purchase documents according to predefined rules.
For example:
posting received invoices,
posting fees or freight charges,
accounting pre-assignments for line items.
📘 Learn more in the Posting Rules chapter.
🔢 Document Number Series
This is where you configure number series for purchase documents — e.g., PF2025 (received invoices), VO2025 (issued orders).
They can be separated by:
year,
document type,
business units or branches.
📘 Learn more in the Document Number Series chapter.