Add new inventory using Purchase
The Purchase transaction adds newly purchased crops into the inventory. It is used when a nursery wants to track purchased items without the need for creating a purchase order Purchasing Add-on Module.
Note: Before you can Plant new inventory, you must add the plant item and size to the Master Items Library and [have a Vendor List setup] first.
- Navigate to
Inventory, then
Inventory Adjustments.
- Click on
Purchase.
- Search for the item you want to add by typing in the search bars.
- Double-click on the item you purchased.
- Fill out the Purchase column information then hit Enter to save your changes. See below for a description of each column in the Purchase section.
Example Scenario: A grower purchases flats of grafted conifers that won't be potted up for a few months so they will stay in the greenhouse. The purchase transaction is used to introduce the newly purchased conifers into inventory and record where the plants are located.
Purchase Column Descriptions
Columns with an * are required
- New Quantity*: Amount of newly purchased plants
- Cost: By default, this will be populated by the Average Cost, but you may override it with the purchase price or purchase cost if desired.
- Vendor*: Vendor name
- Ready*: Estimated date when items will be available for sale
- Location*: Location of items in the nursery
- Bed: A more specific bed location
- LotID*: Lot-Tracking Add-On Only Create a unique ID for this specific crop.
- Customer: Purchasing Add-On Only Reserve this entire crop for a single customer
- Spacing Type: P2P means pot to pot, can tight; S means spaced
- On Availability: A yes designation identifies that a crop is ready to be sold and should be listed on the availability.
- Comment: Notes about the new items
- Grade: Quality of crop
- Reason: Reason for purchasing the crop
- Date Purchased*: Defaults to today's date, change by clicking
- Produced From: If known, you can select the method used to produce the purchased plant from the drop-down menu.