• Resolved devcom5155

    (@devcom5155)


    Please can you provide steps to capture purchases from suppliers.

    I have been unable to find this anywhere.

    Capturing it under “Transactions” records it as a sale not a purchase.

    Looking at the invoicing, it also looks like it would record sales and not purchases.

Viewing 4 replies - 1 through 4 (of 4 total)
  • @devcom5155 Can you tell us more about how you are differentiating purchases from suppliers from other types of purchases/sales? How are you using Jetpack CRM with suppliers? What is different about a sale vs a purchase for you?

    Thread Starter devcom5155

    (@devcom5155)

    I purchase raw materials from a supplier. Manufacture my Product, then sell it to clients.

    So I need to record my expenses (purchases from suppliers.)

    I have seen that my sales to clients is being recorded under Transactions..

    There is no means of setting a transaction to be a purchase, only a sale.

    It sounds like you are wanting to track outgoing expenses. Is that correct?

    Jetpack CRM is designed to track contacts and sales (people buying things from you), and help you keep in touch with contacts to build upon those sales.

    It does not currently work as an accounting system that tracks outgoing expenses.

    Thread Starter devcom5155

    (@devcom5155)

    Yes, am wanting to track outgoing expenses. Thank you

Viewing 4 replies - 1 through 4 (of 4 total)
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