Associating purchases
Learn how to link materials, products, and orders with your purchases.
Our Expenses feature is being renamed to Purchases from 21 June 2023. More details →
Purchase line item can optionally be associated with Products and/or Orders to create more fine-grained profitability breakdowns.
How to associate
To associate an existing purchase line item via the purchases page:
- Click on the Purchases tab in the top navigation bar
- On the list page that appears, select the Purchase Line Items tab. This will show you a view of your purchases by their line items.
Click the Associate... link for any purchases you wish to associate
- In the form that appears, select the product and/or order you wish to associate the line item
- Click the Associate button to confirm the linkage and return to the list view.
This option is available only for unassociated non-material purchases.
To an existing purchase line item association via the order view page:
- Navigate to the order containing the purchase line item you wish to edit.
- Click on the Purchases tab within the order page.
- Hover over the ⋮ menu next to the applicable purchase, and click Edit.
- Click the Edit Associations link.
- In the form that appears, select the product and/or order you wish to associate the line item
- Click the Associate button to confirm the linkage
- Click the Save button to confirm the changes to the purchase.
This option is available only for non-material purchases.
Associating purchases with orders
Purchases can be attached to an order – this allows you to track all non-material* costs that the order has generated, such as postage.
To add a purchase to an order:
- Go to your Orders list page and select the order you wish to add the purchase to.
- On the order details page, click the Purchases tab.
- Click the Add Purchase button. This will take you to a new Purchase form, with the order already attached to the purchase line item.
- Set the category to the closest one that matches your purchase, and add the price and any notes you wish to make.
- Complete the rest of the Purchase form, then click the Save button to save the expense.
Associating purchases with products
To add a purchase for a product:
- From the product list page, click on the product you wish to add a purchase for
- On the product detail page, click on the Purchases tab
- On the page that appears, click on the Add Purchase button. This will take you to your Add New Purchase page with the product purchase item already added.
- Add the details for the purchase, including the category and unit price for the purchase line item and then click the Save Purchase button.