Low stock reorders itself
You end witha purchase order sent
4 screens · about 6 min
For purchase team, stores
Buying · ERPNext live demo
The supplier's bill, matched and paid: a live ERPNext demo
From Purchase Invoice to Payment Entry, on the real ERPNext screens of a demo company, with a guide on each step.
- No sign-up
- No card
- No account
Purchase Invoice
- Company
- Mith Demo Traders
- Step
- 1 of 2
The supplier's bill, made from the receipt, so each line matches what was ordered and received.
You end with a payment recorded2 screens · about 3 minFor Purchase team, storesFits Manufacturing, Retail
What this flow is
A supplier's bill arrives. Before it's paid, someone has to check it against what was ordered and what actually came in.
Here the purchase invoice is made from the receipt, so each line points back to its order and receipt and the prices are what was agreed. The payment goes out from the bank against the invoice, and ERPNext's bank reconciliation tool matches it to the statement later.
Before and after
| Without it | With it |
|---|---|
| Bills checked against paper orders | Each line linked to its order and receipt |
| Paying for goods that never came | The bill is made from what was received |
| Supplier balances in a separate ledger | The payment is set against the bill |
| Payments ticked against the statement by hand | Bank reconciliation matches them |
Screen by screen
Each step is a real ERPNext screen in the demo company. FlowMentor points at what to fill in.
Purchase Invoice
The supplier's bill, made from the receipt, so each line matches what was ordered and received.
Payment Entry
Money received or paid out, set against the invoice it settles, so the balance shows what's still owed.
Inside the demo company
Mith Demo Traders, a made-up company that makes and sells kettles and toasters. It isn't GST-registered, so its documents carry no tax.
200 steel bodies were ordered and received; you enter the supplier's bill and pay it by bank transfer. The supplier portal and the WhatsApp remittance advice are in MithUniverse only.
You're signed in as a demo visitor. Nothing is emailed, and what you make is removed 15 minutes after you finish.
Who uses it
And what each of them gets from it.
Accounts payable
Books bills that already match the order.
Purchase team
Sees which orders are billed and paid.
Finance
Knows what's owed to whom.
A guide on every screen
FlowMentor is our guide app for ERPNext. On each screen it points at the field to fill and the button to press, one step at a time, so you can finish the flow without training. It runs on the real screens, not a video.
- One screen at a time
- Points at the field and the button
- On the real ERPNext screens
Set up for your business
The demo shows the plain flow. In a real project we set it up to how you work.
- A supplier portal for orders and bills
- Rules for price differences from the order
- Payment terms and due dates
- TDS on supplier bills and payments
- Remittance advice by email or WhatsApp
See the whole journey
Flows that go with it
Questions about this flow
Yes, for services or where you don't track goods in. For stock items, making the bill from the receipt keeps quantities and prices matched.
Your buying settings decide: ERPNext can hold the rate to the purchase order's, or let it change and show the difference.
Yes. A tax withholding category on the supplier deducts TDS on the bill or the payment.
Import the statement, and ERPNext's bank reconciliation tool matches its lines to payments like this one.