Add, edit, copy or remove a purchase

In this article, we will cover:

• Adding a new purchase
• Editing an existing purchase
• Removing a purchase
• Copying an existing 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 on 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. 

Copying an existing purchase

1. Click the Purchases tab
2. Hover your mouse over the ⋮ icon next to the code for the purchase
3. Select Copy Purchase from the menu
4. A new purchase form will be displayed as a copy of the original one, and you can edit any details or add additional charges.
5. Click Save to save your changes.

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.

FAQ

How do I record recurring expenses in Craftybase?

Recurring expenses, such as monthly subscriptions or rent, can be recorded manually in Craftybase. While there's no automated recurring expense feature at this time, you can streamline the process by:

• Assigning a category to each expense makes it easier to track and search.
• Using the “Copy” feature on an existing expense to quickly create a new entry for the next billing cycle.

This approach helps maintain consistency in your records and ensures your regular costs are accurately reflected in your financial reports.

Need more help?

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