Cash purchase and UX question

Tagged: Cash Purchase, TxDataEntry

This topic has 3 replies, 4 voices, and was last updated 1 year, 11 months ago by Md. Yeasin Arafat Mamun.

Viewing 3 reply threads

Author

Posts
- November 30, 2020 at 12:02 pm #84926
  
  sierra1bravo
  Participant
  
  Hi
  
  Thanks for this open source product. I have the following questions.
  
  1. Currently, the purchase process appears to take two steps: (a) Place an order; and (b) make a payment. How do I make a Cash Purchase where the payment is immediate?
  
  2. The products that I entered (under different Product Categories) are not appearing in the New Transaction | Create Purchase dialogue box. Do I have to activate these products through some other step?
  
  3. I have added Employees (in the HR module) and added the same people in Accounts as Users. How do I set up a data entry screen for these Users so that they can start entering their transaction data? Can transactions be entered through a mobile phone?
  
  4. Finally, do I have to enter transactions through the WordPress admin screen only, or is there some other way to enter transaction data?
  
  Thanks in advance for any help.
  
  With kind regards,
  
  s1b
- December 1, 2020 at 9:57 am #84948
  
  Jay
  Participant
  
  Hello Sierra,
  
  Thanks for the query.
  
  1. Answer: I understand. You want it in a single process but no, it’s not possible. You need to create an invoice first before receiving/recording a payment. Two need to be added separately.
  
  2. Answer: No, it should come. Just make sure you have added that vendor for this product that you want to purchase. Like; if Product-A is made for the vendor-X, So, when you create a purchase, if you select vendor-x, then only you’ll find the product-A. If you select vendor-Y, you’ll not get Product-A, because it’s a product of vendor-X.
  
  3. Answer: Did not get this well. Adding Employee in HR adds them in the Accounting users as well. No need to add them again.
  
  4. Answer: We’ll have a frontend soon. So, you’ll be able to use the whole accounting system from a separate and beautiful screen.
  
  Thanks
- May 24, 2021 at 2:39 pm #92281
  
  ronniflint
  Participant
  
  Hello Sierra,
  
  Thanks for the query.
  
  1. Answer: I understand. You want it in a single process but no, it’s not possible. You need to create an invoice first before receiving/recording a payment. Two need to be added separately.
  
  2. Answer: No, it should come. Just make sure you have added that vendor for this product that you want to purchase. Like; if Product-A is made for the vendor-X five nights at freddy’s, So, when you create a purchase, if you select vendor-x, then only you’ll find the product-A. If you select vendor-Y, you’ll not get Product-A, because it’s a product of vendor-X.
  
  3. Answer: Did not get this well. Adding Employee in HR adds them in the Accounting users as well. No need to add them again.
  
  4. Answer: We’ll have a frontend soon. So, you’ll be able to use the whole accounting system from a separate and beautiful screen.
  
  Thanks
  
  Thanks for the information. It really helped me!
- January 4, 2023 at 5:41 pm #114970
  
  Md. Yeasin Arafat Mamun
  Keymaster
  
  Hello there,
  
  I hope you guys are doing well.
  I apologize for the late response. This forum has been closed and I am going to close this topic.
  Please feel free to contact us directly-> https://wperp.com/contact/ so that we can help you soon.
  
  Thanks,
Author

Posts