Click the New button in the toolbar. A blank Purchase Request form opens with Location pre-filled as Axpert.

Confirm or change the Location. Set the Requisition Date using the calendar. Leave Requisition No. blank — it is assigned on save.

Click the first row in the Item Particulars grid. Use the 🔍 search icon on the Item column to find and select the item. Enter Qty, confirm the Unit, and optionally set a Due Date and Remarks.

Press Enter or Tab at the end of a row to move to the next row automatically. Repeat for all items needed.

Click the Attachment tab and upload any relevant files before saving.

Fill the Notes field in the footer with any overall instructions or context for the Purchase team.

Click Save to save the record. The system assigns a Requisition No. automatically. Click Save and Print if a printed copy is required immediately.

Click the New button in the toolbar. A blank Request Short Close form opens with Location pre-filled as Axpert.

Confirm the Location and set the Doc Date using the calendar. Leave Doc ID. blank — it is assigned on save.

In the Item Particulars grid, type the PR No in the first row. The system auto-fills the PR Date and loads the items from that request.

Click the Item Name dropdown and select the material to be short-closed. The Unit and Balance Qty fill automatically.

Type the quantity to close in the Short Close Qty field. Must be ≤ Balance Qty. To close the full balance, enter the same value as Balance Qty.

Press Enter or Tab to add a new row. Repeat steps 3–5 to short-close items from other PRs in the same document.

Fill the Notes field in the footer with the reason for short close. Important for audit and reporting.

Click Save. The system assigns a Doc ID and permanently closes the specified quantities. The PR balance is updated immediately.

Click New in the toolbar. A blank PO form opens with Location pre-filled as Axpert.

Click the 🔍 search button next to Supplier and select the supplier. Contact Email auto-fills from the supplier master.

Set the PO Date and select PO Type — choose Indent Based if this PO is linked to an approved Purchase Request, or Direct PO if no PR exists. Then select Currency and Transaction Type. Enter Exchange Rate fields if Base Currency is selected. Enter Credit Days and Advance % if applicable.

In the Item Particulars grid, enter the PR No in the first row. The system auto-fills the PR Balance Qty to help you track against the approved indent.

Click the 🔍 search icon on the Item column and select the material. Unit auto-fills. Current Stock is displayed for reference.

Enter the quantity to be ordered and the agreed Rate per unit. Select Discount Type and enter a discount value if applicable.

Press Enter or Tab to add new rows. Repeat steps 4–6 for each material line.

Verify the Total Gross Amount, Total Discount, Tax Amount, and Net Amount in the footer before saving.

Enter any supplier instructions in the Notes field. Click Save — the system assigns the PO No. Use Save and Print or PDF to send the PO to the supplier.

Click New in the toolbar. A blank PO Short Close form opens with Location pre-filled as Axpert.

Choose the supplier from the Supplier dropdown. Only suppliers with open POs will appear in the list.

Choose the Purchase Order from the PO No dropdown. The item lines from that PO are loaded automatically into the Item Particulars grid.

Confirm or select the Date of the short close using the calendar. Leave Doc Id. blank — it is assigned on save.

Right-click inside the Item Particulars grid, hover over FillGrid in the context menu, then click Fill PO Details. All item lines from the selected PO are loaded automatically with Item name, Unit, and Balance Qty.

Check the Balance Qty for each item line. This is the remaining undelivered quantity. Verify it matches your expectation before entering the SC Qty.

Enter the quantity to close in the SC Qty field for each applicable line. Must be ≤ Balance Qty. To fully close, enter the same value as Balance Qty.

Fill the Notes field in the footer with the reason for short close. This is important for audit and reporting purposes.

Click Save. The system assigns a Doc Id and permanently closes the specified quantities. The PO balance is updated immediately.

Click New in the toolbar. A blank GRN form opens with GRN Location pre-filled as Axpert.

Choose the relevant Purchase Order from the PO No dropdown. The Supplier field auto-fills and the item lines from the PO are loaded into the Item Particulars grid with their Balance Qty.

Select the GRN Date — the actual date goods were physically received at the store.

Enter the Supplier. Inv. No and Supplier Inv. Date exactly as printed on the physical invoice received from the supplier.

If the items need batch and expiry date tracking (e.g., pharma products), check the Location Batch Flag checkbox before entering item quantities.

In the Item Particulars grid, enter the GRN Qty — the actual quantity physically received — for each item line. Verify it does not exceed the Balance Qty. Enter Free Qty if free goods were received.

Check that the Rate, Taxcode, and Tax % match the supplier's invoice. Edit the Rate if the invoiced rate differs from the PO rate.

Verify Gross Amount, Tax Amount, and Net Amount in the footer match the supplier invoice total before saving.

Click Voucher Details in the toolbar to preview the accounting journal entries that will be posted on saving.

Click Save. The system assigns a GRN No, updates the stock quantity, and posts the supplier payable accounting entry automatically.

Click New in the toolbar. A blank Direct Purchase form opens with Location pre-filled as Axpert.

Click the 🔍 search button next to Supplier and select the supplier from the search popup.

Select the Currency. Enter Exchange Rate (to Base) if Base Currency is selected. Always fill Exchange Rate (to Local).

Set the Doc Date. Enter the Supplier Inv. No and Supplier Inv. Date exactly as on the physical invoice. Doc No is assigned automatically on save.

Check the Location Batch Flag if items require batch and expiry date tracking.

In the Item Particulars grid, click the 🔍 search icon on the Item column and select the material. Enter Qty and Rate as per the supplier invoice. Add discount details if applicable.

Press Enter or Tab to move to the next row. Repeat step 6 for each item on the invoice.

Click the Free Item Details tab to enter any bonus or free items received separately.

Verify Gross Amount, Tax Amount, and Net Amount match the supplier invoice total.

Click Save. The system assigns a Doc No, updates stock, and posts the accounting entries automatically.

Click New in the toolbar. A blank Purchase Return form opens with Location pre-filled as Axpert.

Click the 🔍 search button next to Supplier. Select the supplier to whom goods are being returned.

Click the 🔍 search button next to Bill Number. Select the original GRN or Direct Purchase bill against which the goods were received. Currency and exchange rates auto-fill from the bill.

Confirm the Date of the return. Fill Exchange Rate (to Local) — always required. Fill Exchange Rate (to Base) if Base Currency is selected.

In the Item Particulars grid, click the 🔍 search icon on the Item column and select the material being returned.

Select the Batch No. from the dropdown. The Balance Qty and Rate are auto-filled from the original receipt for that batch.

Enter the quantity to be returned in the Return Qty field. Must be ≤ Balance Qty. Enter Supplier Batch No. if available for the supplier's reference.

Press Enter or Tab to add a new row. Repeat steps 5–7 to return multiple items or multiple batches of the same item.

Fill the Notes field in the footer with the reason for return. This is important for audit trail and supplier communication.

Click Save. The system assigns a Doc Id, reduces stock for the returned batch, and reverses the supplier payable accounting entries automatically.

Navigate to Local Purchase → Reports → Local Purchase Register. The Parameters dialog opens automatically.

Set Company, Branch, Location, Vendor Name, Currency, Type, and Item Name as required. Set From Date and To Date to define the reporting period. Leave all as ALL for a complete report.

Click OK. The report is generated and displayed showing all matching transactions grouped by Transaction Number.

Use Find to search for specific values. Click any Transaction Number to drill down to the original entry. Use Print or Tasks to export or print the report.

Navigate to Local Purchase → Reports → PO Register. The Parameters dialog opens automatically.

Select Locationname, Vendor, and Item as required. Set Fromdate and Todate to define the reporting period. Leave all as ALL for a complete report.

Click OK. The report is generated showing all POs matching the selected filters, grouped by PO No.

Review the Balance Qty column to identify open PO commitments. Click Parameters in the toolbar to change filters and re-run without closing the screen.

Navigate to Local Purchase → Reports → Purchase Request Register. The Parameters dialog opens automatically.

Select the Locationname (or leave as ALL). Set the Fromdate and Todate to define the reporting period.

Click the OK button. The report is generated and displayed showing all Purchase Requests matching the selected filters.

Use Find to search within the report. Use Preview to check layout before printing. Click Print to print or use Tasks to export.

Navigate to Local Purchase → Reports → Purchase Reports. The filter screen opens directly — no separate Parameters dialog.

Click the calendar icons to set the report period. These are mandatory fields.

Select the transaction type — ALL, Direct Purchase, or GRN. This is a mandatory field.

Set Branch, Location, Supplier Category, Supplier, Item Group, and Item as required to narrow the report scope.

Click Supplier List, Itemwise Purchase, or Supplierwise Purchase to generate the required report. The report opens in a new window or panel.