Purchase Lines

Purchase lines are a product type used exclusively for purchasing and as recipe ingredients. They contain supplier purchase information but are not intended for direct sale, and are most commonly used for food ingredients. Across the Zonal ecosystem, purchase lines appear in purchasing and stock related modules, as well as within product modelling.

Purchase Lines can be:

• Added to a Standard Line, Recipe or Prep Item as an ingredient

Adding Purchase Lines

Follow these steps to add a purchase line:

1. With an existing purchase line selected click New

   If there are no existing purchase lines with any product selected click New and change the product type to be 'Purch. Line'

   Using the New option will automatically add the subcategory, tax rule, stock unit, default supplier

2. Enter the following details, Retail Name | Description (optional)

   Whilst the description is optional it can be useful to add a longer more full product name within this field

3. Check the following attributes are set as required

   • Subcategory

   • Import / Export Ref

     When entering the Supplier Ref this will automatically populate to the Import / Export Ref but alternative can be added here which could be a reference that matches to the organisations other systems

   • Tax Rule

     

4. Click Supplier Details tab

5. Update the following as required

   • Invoice Name

   • B2B Name (if enabled)

   • Stock Unit

     Stock units and purchase units always have to be of the same type (weight, items or volume) but the stock unit can be different to the purchase unit

     In this example the chocolate chips are counted in 750g bags but are purchased in boxes of 12 x 750g bags

     

6. In the Suppliers table complete the following

   • Supplier - update as required

   • Unit - update as required

   • Flavour

   • Supplier Reference

     If using Acquire for purchasing this is a required field

   • Barcode

   • Cost

     

7. Click Add Supplier and complete details if

   • The same supplier offers multiple pack sizes for the same item

   • Other suppliers can also be used to purchase the same item

   When there are multiple suppliers and unit sizes the following can also be completed

   • Set Default Supplier

   • Set Default Purchase Unit

8. If required | click Tags | set any tags as needed (optional)

Adding Units (in Product Modelling)

When working with purchase units whilst the recommendation for easy setup is to create units ahead of time they can be added within product modelling.

Follow these steps to add a unit:

1. Click the Stock Unit drop down

2. Select Create New

3. Select the Base Unit

4. Enter the Name, Description (optional) and set the Size

   The size will be based on the base unit selected

   

5. Click OK

Deleting Purchase Lines

Follow these steps to delete purchase lines:

1. Select the purchase line from the list

2. Click Delete

3. Confirm the deletion by clicking Yes

   If the purchase line is associated to any other product type a warning will be shown that advises the instruction will be removed from other effected lines

   Click Yes or No to confirm as required

   

Field Settings & Information