Purchase Bills

Purchase Bill allow you to record and process vendor payments linked to purchase orders.

What You’ll Learn

• Create and manage bills
• Link bills to POs
• Track payment status
• Export billing records

Accessing Purchase Bills

Step 1: Go to Purchase → Bills

Interface Breakdown

• Bill Table: Bill number, vendor, PO, amount, status
• Action Buttons: Add, edit, delete, export

Creating a Bill

• Click Add Bill
• Select:
  • Vendor
  • Linked PO
  • Items auto-filled from PO
  • Payment Terms
  • Due Date
• Click Save

Tracking Payments

• Status tags: Unpaid, Partially Paid, Paid
• Click the bill row to view the payment history

Exporting Bills

• Click Export Bills
• Choose format and fields

Mobile Usage

• Add and track bills via mobile
• Tap to view payment status

Important Notes

• Link bills to POs for audit trail
• Use due dates to manage cash flow

Troubleshooting

• Bill not saving → Check PO linkage
• Payment not updating → Confirm transaction entry

Inventory Management

Inventory Management helps you monitor stock levels, warehouse transfers, and material requisitions.

What You’ll Learn

• View and manage inventory
• Track stock levels and transfers
• Export inventory data
• Troubleshoot inventory issues

Accessing Inventory

Step 1: Go to Inventory → Warehouse Inventory

Interface Breakdown

• Inventory Table: Item name, SKU, quantity, location
• Action Buttons: Add, transfer, requisition, export

Managing Inventory

• Add new items via Inventory → Products
• Transfer stock between warehouses
• Create material requisitions for internal use

Exporting Inventory

• Click Export Inventory
• Choose format: Excel or CSV

Mobile Usage

• View inventory by warehouse
• Tap to transfer or requisition items

Important Notes

• Keep SKUs consistent for tracking
• Link inventory to POs and bills for accuracy

Troubleshooting

• Stock mismatch → Check PO and bill linkage
• Transfer errors → Confirm warehouse permissions

Purchase Orders

Purchase Order (POs) allow you to create, track, and manage procurement requests with vendors.

What You’ll Learn

• Create and send POs
• Track PO status
• Edit or cancel POs
• Export PO records

Accessing Purchase Order

Step 1: Go to Purchase → Purchase Orders

Interface Breakdown

• PO Table: PO number, vendor, items, status, total amount
• Action Buttons: Add, edit, cancel, export

Creating a PO

• Click Add Purchase Order
• Fill in:
  • Vendor
  • Items (select from inventory)
  • Quantity, rate, tax
  • Delivery Date
  • Notes or terms
• Click Save & Send

Tracking PO Status

• Status tags: Draft, Sent, Received, Cancelled
• Click the PO row to view details

Exporting PO Records

• Click Export
• Choose format and fields

Mobile Usage

• Create and track POs via mobile
• Swipe to edit or cancel

Important Notes

• Link items to inventory for stock updates
• Confirm vendor before sending PO

Troubleshooting

• PO not saving → Check required fields
• Items not appearing → Confirm inventory setup

Vendor Management

Vendor Management allows you to add, edit, and track supplier details for streamlined purchasing and payment workflows.

What You’ll Learn

• Add and manage vendor records
• Search and filter vendors
• Export vendor data
• Troubleshoot vendor setup issues

Accessing Vendor Management

Step 1: Go to Purchase → Vendors

Interface Breakdown

• Vendor Table: Name, contact, payment terms, status
• Action Buttons: Add, edit, delete, export

Adding a Vendor

• Click Add Vendor
• Fill in:
  • Vendor Name
  • Contact Person
  • Email & Phone
  • Payment Terms
  • Address
• Click Save

Editing or Deleting Vendors

• Click vendor row → Edit or Delete
• Confirm changes

Search & Filter

• Search by name, contact, or email
• Filter by active/inactive status

Exporting Vendor Data

• Click Export
• Choose format: Excel or CSV

Mobile Usage

• Mobile-friendly forms and table view
• Tap to edit or call vendors directly

Important Notes

• Keep vendor contact info updated
• Use consistent naming for easy lookup

Troubleshooting

• Duplicate vendors → Check for similar names
• Missing records → Confirm filters or permissions

Purchase Dashboard

CRMLeaf’s Purchase Management module helps organizations streamline vendor relationships, manage purchase orders, track inventory, and process bills. This guide covers every feature with step-by-step walkthroughs and best practices.

User Guide: Purchase Dashboard

The Purchase Dashboards provides a centralized view of all procurement activities—orders, bills, vendor credits, and inventory status.

What You’ll Learn

• Access the purchase dashboards
• Understand dashboard widgets and KPIs
• Navigate to the vendor, PO, and billing sections
• Troubleshoot dashboard visibility issues

Accessing the Dashboard

Step 1: Log in to CRMLeaf. Step 2: Navigate to Purchase → Dashboard

Interface Breakdown

• Summary Cards: Total vendors, open POs, pending bills, and inventory alerts
• Quick Links: Vendor Management, Purchase Orders, Bills
• Status Indicators: Color-coded tags for PO and bill status

Actions

• Click cards to drill into detailed views
• Use quick links for direct navigation

Mobile Usage

• Responsive layout with collapsible widgets
• Tap cards to open related modules

Important Notes

• Dashboard reflects real-time procurement data
• Refresh the page to update the metrics

Troubleshooting

• Dashboard not loading → Check internet or permissions
• Metrics missing → Confirm PO and bill data is entered