Purchases Menu

Purpose

Purchases is used to monitor purchase records, open transaction details, add payments, and handle purchase returns when needed.

Main Sections

1) Header

• Select all: select all rows on the current page.
• Add (➕): open the Add Purchase form.
• Period (📅): pick a date range.
• Filter (⚙️): open status filters.
• Theme (🌙/☀️): toggle dark/light mode (if available).

2) Search

• Search by reference or supplier.
• Voice search may be available.

3) Active Period Info

• Shows the currently selected start/end dates.

4) Purchase List

Each row/card typically shows:

• Supplier, date, reference
• Total, paid, balance
• Purchase status (received/ordered/pending/partial/returned)
• Payment status (paid/partial/pending/due/overdue)

Common interactions:

• Tap an amount to open details.
• Select rows to calculate a quick totals summary.

5) Selection Summary (Floating)

Appears when rows are selected:

• Total grand
• Total paid
• Total balance

Status Filters (Modal)

• Payment Status: All, paid, partial, pending, due, overdue.
• Purchase Status: All, received, pending, ordered, partial, returned.

Buttons:

• Reset: restore defaults.
• Apply: apply filters.

Purchase Details (Modal)

The purchase detail view typically includes:

• Transaction info: reference, date, supplier, status, warehouse (if any)
• Summary: total, paid, balance
• Items list (qty, price, subtotal)
• Notes (if any)

Common actions:

• Edit Purchase (usually allowed only when not fully paid)
• Add Payment (if balance remains)
• Return Purchase (often requires received/partial status and paid state)

Add Payment (Modal)

Common fields:

• Payment date
• Reference
• Amount
• Method (cash, BRI, BNI, BCA, Mandiri, etc.)
• Note

Buttons:

• Cancel
• Save

Quick Usage Flow

1. Set date range if needed.
2. Search purchases.
3. Open a purchase detail by tapping an amount.
4. Add payment if there is remaining balance.
5. Select rows to see a totals recap.

Tips

• Filter by due/overdue to focus on unpaid purchases.
• For returns, confirm required status conditions before processing.