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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 Purchase new inventory, you must add the plant item and size to the Master Items Library and have a Vendor List setup first.

  1. Navigate to Inventory Icon Inventory, then Inventory Adjustments Icon Inventory Adjustments.
  2. Click on Purchase icon Purchase.
  3. Search for the item you want to add by typing in the search bars.
  4. Click to highlight the item you are purchasing.
  5. Fill out the information in the PURCHASE columns, 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 weighted Average Cost of the item, but you may override it with the specific transaction's purchase price or purchase cost if desired
  • Vendor*: Select the vendor from which you purchased the item
  • Ready*: Estimated date when items will be available for sale
  • Location*: Location of items in the nursery
  • Bed: A more specific bed location
  • LotID*: Requires the Lot-Tracking Add-On and creates a unique lot ID for this specific crop
  • Customer: Requires the Purchasing Add-On and will reserve this entire crop for a specific customer
  • Spacing Type: "P2P" means pot to pot, "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, but can be changed by clicking in the cell
  • Produced From: If known, you can select the method used to produce the purchased plant from the drop-down menu