Add or remove a purchase
Learn how to add, remove, or change purchases in Craftybase.
Our Expenses feature is being renamed to Purchases from 21 June 2023. More details →
In this article, we will cover:
- Adding a new purchase
- Editing an existing purchase
- Removing a purchase
- Removing an item from a purchase
Adding a new purchase
To add a new purchase:
- Click Purchases in the main menu.
- Click Add Purchase in the top-right side.
- Enter relevant information about the purchase, such as:
- Date of purchase
- PO code
- Vendor
- Expected delivery date
- Click Add Purchase Item and add the materials included in the purchase. If you need to add more purchase items, click Add Purchase Item below the previous item.
- Click Save Purchase.
If you're adding more than one purchase, click Save & Add Another to add another purchase quickly.
If you have many purchases to enter, learn how to add POs in bulk.
Editing an existing purchase
To edit a purchase:
- Click Purchases in the main menu.
- Click the unique code of the purchase.
- Click Edit and make changes to the purchase.
- Click Save to save your changes.
Removing a purchase
To remove a purchase:
- Click Purchases in the main menu.
- Click the unique code of the purchase.
- Click Remove.
- Click Yes, Remove to confirm.
Removing an item from a purchase
To remove an item from a purchase:
- Click the Purchases tab
- Hover your mouse over the ⋮ icon next to the code for the purchase
- Select Edit Details from the menu
- On the form that appears, click the x icon to the right of the item you wish to remove.
- Click Save to save your changes.
If this is an imported expense, you must remove and recreate the purchase – individual items are locked and cannot be removed.
Need more help?
If you need more help adding or removing a purchase, contact Craftybase Support for help.