Purchase Management

How to record of payment

Introduction   Before you begin   Navigating to Payment page 1. Click on Accounting at the left panel (Red Box) 2. Click on Accounts Payable at the top bar (Blue Box) 3. Click on Payment (Green Box) 4. Click Create 5. Fill up the follow fields (Red Box) Select the Payment Type* Select your Customer* […]

How to cancel a paid supplier bill

Introduction   Before you begin   Checking your Supplier Bill Status The status bar is shown in the screenshot below. (Red Box) Draft – Supplier Bill can be edited or deleted Open – Supplier Bill has been confirmed and posted and not able to edit or delete Paid – Supplier Bill has been paid and […]

How to create a vendor/supplier

Introduction Before you can process invoices from your suppliers, DashBod needs you to create each supplier in the supplier database. You can create each supplier entity as an individual or a business entity. Before you begin Identify your supplier’s basic data such as entity name, address, contact details and additional information such as PEPPOL ID, […]

How to register payment for supplier bill

Introduction This article will guide you on how to register your payments for your supplier bills. Having a proper recording of your payments will ease your bank reconcilation later. Before you begin You need to have your payment details ready to properly record the payment into the system. Having a proper recording of your payments […]

Creating a Supplier Credit Note

Introduction   Before you begin   Navigating to Supplier Credit Note page 1. Click on Accounting at the left panel (Red Box) 2. Click on Accounts Payable at the top bar (Blue Box) 3. Click on Supplier Credit Note (Green Box) Creating Supplier Credit Note 4. Click Create 5. Fill up the following fields (Red […]

How to Create a Supplier Bill

Introduction Supplier bills can be used to record your operational expenses such as rentals, uilities and other expenses. Recording your expenses and purchases in your system will let you have a clearer view of your expenses. Before you begin You need to have your supplier/vendor master data recorded into the system before recording an expense. […]

How to receive goods from a Purchase Order

Introduction   Before you begin   Navigating to your Purchase Order page 1. Click on Purchases at the left panel (Red Box) 2. Click on Purchase at the top bar (Blue Box) 3. Click on Purchases Orders (Green Box) 4. Select on the Purchase Order (Red Box) 5. Click on the shipping icon or Click […]

How to Create a Purchase Order

Introduction Businesses create and send purchase orders to suppliers to make sure that they receive exactly what they ordered and as a proof of intention to purchase. Purchase orders are also good to track expenses against budgets and allows suppliers to bill against the purchase orders. Purchase orders should not be confused with supplier bills, […]

How to create an RFQ (Request for Quotation)

Introduction A request for quotation (RFQ) is a document that details your purchase requirements and asks vendors to respond with pricing and payment terms. This article shows you how to use Dashbod’s RFQ creator to reduce the amount of time needed to procure goods and services. Furthermore, it also ensures that your company only receives […]

Cancelling a Supplier Bill

Introduction   Before you begin   Navigating to your Supplier Bill page 1. Click on Accounting at the left panel (Red Box) 2. Click on Accounts Payable at the top bar (Blue Box) 3. Click on Supplier Bills (Green Box) 4. Select the Supplier Bill that you want to cancel (Red Box) Cancelling a Supplier […]

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