Add or remove a purchase

Learn how to add, remove, or change purchases in Craftybase.

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:

1. Click Purchases in the main menu.
2. Click Add Purchase in the top-right side.
3. Enter relevant information about the purchase, such as:

• Date of purchase
• PO code
• Vendor
• Expected delivery date

5. 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.

6. Click Save Purchase. 

   If you're adding more than one purchase, click Save & Add Another to add another purchase quickly. 

Editing an existing purchase

To edit a purchase:

1. Click Purchases in the main menu.
2. Click the unique code of the purchase.
3. Click Edit and make changes to the purchase.
4. Click Save to save your changes.

Removing a purchase

To remove a purchase:

1. Click Purchases in the main menu.
2. Click the unique code of the purchase.
3. Click Remove.
4. Click Yes, Remove to confirm. 

Removing an item from a purchase

To remove an item from a purchase:

1. Click the Purchases tab
2. Hover your mouse over the ⋮ icon next to the code for the purchase
3. Select Edit Details from the menu
4. On the form that appears, click the x icon to the right of the item you wish to remove.
5. Click Save to save your changes.

Need more help?

If you need more help adding or removing a purchase, contact Craftybase Support for help.