New features in Purchases

This is where you can read about all the features we've introduced in Purchases. We will be continuously updating this page with any new features added. You can also learn about all our new features in the release notes updates that we regularly email.

October 2019 | Add inventory items to a purchase credit

You can now search for and add inventory items to a purchase credit. Previously all items had to be manually entered, now it's much quicker! Please note that it's not possible to allocate or ship items from a purchase credit. Learn more about this here.

October 2019 | Clone a purchase order to a purchase credit

To make creating a purchase credit even easier, you can now clone from a purchase order! This works in a similar way to cloning from a sales order; just select the rows you want to credit and select 'Clone to Purchase Credit'.

July 2019 | Require channel when saving purchase orders

When saving a purchase it is possible to set a channel against the order for reporting purposes. The purchase order list, purchase detail report, P&L and various other reports can be filtered by this value. It is now possible to make channel a mandatory field for POs, such that they cannot be saved until the channel is specified. This can be configured at Settings > Purchases > Purchase settings.

March 2019 | Control over updating default cost price list when receiving purchase invoices

We’ve added a new setting to control the ‘Update prices on default cost price list’ option seen when receiving an invoice against a purchase order where the order price list is different to the default cost price list. Previously this option was checked by default, but now you can choose for it to be unchecked and prevent automatic overwriting of prices.



August 2018 | Un-invoicing purchases

Un-invoicing sales has been possible for a while, but this month we have expanded un-invoicing to purchases as well as providing some tighter controls. Un-invoicing can be completely switched off at Settings > Company > Accounting: Options. When active, users will need the relevant permissions to be able to un-invoice sales or purchases.

Read more about un-invoicing in the support documentation

August 2018 | Set PO delivery dates using lead times

This month we have opened up some simple control over how the delivery date is set on purchase orders. Up until now the date defaulted to 7 days in the future but with this months changes will allow you set your own default at Settings > Purchases > Purchase settings.


A supplier lead time can now also be set so that any purchase orders created for that person will automatically calculate the delivery date.


Read more about lead times and delivery date in our support documentation

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