CaptainBiz Video Purchase Module

Welcome to CaptainBiz, your go-to platform for simplifying business operations. In today’s tutorial, we’ll walk you through the seamless process of creating Purchase Orders and Invoices, empowering you to efficiently manage your inventory. Let’s dive into the steps that will transform your inventory management experience!

How you can register yourself on Logo CaptainBiz business software.

How to add your company details in Logo CaptainBiz business software.

How to create party in Logo CaptainBiz business software.

How to do document sequence & settings in Logo CaptainBiz business software.

How to add Bank Account in Logo CaptainBiz business software.

How to add Cash account in Logo CaptainBiz business software.

How to Add Product in Logo CaptainBiz business software.

How to Add Service in Logo CaptainBiz business software.

How to create Purchase Order in Logo CaptainBiz business software.

How to Create Purchase Invoice in Logo CaptainBiz business software.

How to Create Purchase Invoice Payment in Logo CaptainBiz business software.

How to create Sales Order in Logo CaptainBiz business software.

How to create Sales Invoice in Logo CaptainBiz business software.

How to create Sales Invoice collection slip in Logo CaptainBiz business software.

How to do stock transaction in Logo CaptainBiz business software.

How to create a Service Purchase Invoice in Logo CaptainBiz business software.

How to add new user in Logo CaptainBiz business software.

Navigate to 'Purchase' in the left-side menu.
In the dropdown menu, choose either 'Purchase Orders' or 'Purchase Invoices.'
Starting with 'Purchase Orders,' click 'New Order' in the top right corner.
Select the supplier, modify order details if needed, and add products.
Add product quantity, descriptions, and images if necessary.
Save the purchase order. Options include copying, editing, printing, sharing, deleting, and generating an invoice.

Step 1

Creating Purchase Orders

To convert a 'Purchase Order' to a 'Purchase Invoice,' follow these steps:

Click 'Generate Invoice.'
Add a 'Payment Date' and a document number.
Include images if desired and click 'save.'
Share or print the generated invoice.

Explore options under 'Other,' including 'Related Order,' 'Related Invoice,' 'Debit Note,' 'Credit Note,' and 'New Payment' for supplier payments.

Step 2

Convert Purchase Order to Purchase Invoice

To view payment receipts:

Scroll down to 'Payments of Invoices.'
Observe paid and balance amounts.

This concludes the conversion of purchase invoices from purchase orders.

Step 3

See the Payment Receipt

Even without a purchase order, you can create a purchase invoice directly:

Under 'Purchase,' select 'Purchase Invoices.'
Click 'New Purchase Invoice.'
Select the supplier and add details.
Save the invoice. Use features like payments and other options as discussed earlier.

And there you have it! Creating purchase orders and invoices in CaptainBiz is now a breeze. Stay tuned for more tutorials on optimizing your business operations!

Step 4

Create Purchase Invoice Directly

Efficient inventory management is at the heart of a successful business, and CaptainBiz provides the tools to make this process streamlined and effective. By following these steps, you'll be well on your way to mastering inventory control.

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Customer Testimonial

"We'll surely recommend CaptainBiz to everyone who is looking at the most effective GST ready billing and Accounting software. From sales order and invoicing to payments – we now handle all transactions with one software. Our sales, purchase and accounts team has access to the same accounting data which has greatly eliminated billing errors, improved data accuracy and strengthened the revenue recognition process. It comes in very handy for daily billing. Thanks to CaptainBiz."

Stellant Communications 21. June, 2023.

"We are distributors of confectionery items based out of Bihar. Our billing used to happen manually over the years until Vyapari helped us to automate the entire billing process. Am raising my purchase and sales invoices through a mobile app with ease and it’s no more a time consuming task for us. Thanks to CaptainBiz for streamlining how business works"

Jai Maa Santoshi Traders 12. May, 2022.

"CaptainBiz is for anyone who is looking for a fast and error-free generation of GST invoices and reports. It keeps a track of every detail such as the inventory, loss statements, accuracy of income, profit and loss accounts and cash flow statements of your business. It has made me run my business without any hassles and has saved a lot of my time. I would recommend this to everyone who is too busy to keep track of everything manually."

Digital Beej 11. November, 2023.

Frequently Asked Questions

Can I edit a purchase order after it's been saved?

Yes, CaptainBiz allows you to edit saved purchase orders, providing flexibility in managing your orders.

How can I track payments for a specific invoice?

Navigate to 'Payments of Invoices,' scroll down, and you'll find detailed information on paid and outstanding amounts for each invoice.

Can I customize the invoice format?

Absolutely! CaptainBiz offers customization options for invoices, allowing you to tailor them to your business's branding.

What if I want to cancel a purchase order?

You can delete or cancel a purchase order using the available options, ensuring your records remain accurate.

Are there reports available for tracking inventory movements?

Yes, CaptainBiz provides detailed reports on inventory movements, helping you stay informed about your stock levels and trends.