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UUKA Purchasing Functions

Define Purchase Payment Methods

In UUKA, you can define a variety of payment methods to record payments paid to vendor. You should define the…

In UUKA, you can define a variety of payment methods to record payments paid to vendor.

  • You should define the purchase payment method before creating the Purchase Order.

UUKA App(s) Covered in This Topic

 

Define New Purchase Payment Method

  1. In UUKA Pay Vendor app, go to the "Payment Methods" page;
  2. Click on the "+" button to create new payment method;
  3. Define your purchase payment method on the pop up box;
  4. Save your setting, finished.
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Create Purchase Order

Purchase Order (PO) is the formal document issued to a vendor to confirm the purchase of goods from the vendor.…

Purchase Order (PO) is the formal document issued to a vendor to confirm the purchase of goods from the vendor.

  • After the PO is created, the stock will not change until you receive the purchase.

UUKA App(s) Covered in This Topic

Create Purchase Order

  1. In UUKA Purchase Management app, go to "Purchase Order" page;
  2. Click "+" button to create a new Purchase Order;
  3. Choose the PO date, vendor, and the warehouse to receive purchase in the pop up box;
  4. Click "+" button to add product line to this PO;
  5. After selecting product, click "Save" icon to save this product line;
  6. Repeat step 4 to 5, continue to add products to the PO;
  7. Finished.
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Create Goods Receipt

Goods Receipt (GR) occur when your external vendor delivers goods to your warehouse. When you receive the goods, the stock…

Goods Receipt (GR) occur when your external vendor delivers goods to your warehouse.

  • When you receive the goods, the stock will be increased at the same time.
  • In UUKA, you can create Goods Receipt by Selecting PO, by inputting PO no. or Directly;

UUKA App(s) Covered in This Topic

 

A. Create Goods Receipt by Selecting PO

  1. In UUKA Purchase Management, go to "Purchase Order" page;
  2. Search the PO to be received;
  3. Click on "Receive a PO" at the dropdown list;
  4. Check the box for the PO to be received, and then click "Receive Selected Items";
  5. A pop up dialog will be displayed if the Goods Receipt has been generated.

B. Create Goods Receipt by Inputting PO No.

  1. In UUKA Purchase Management app, go to "Receive PO" page;
  2. Input the PO no. to receive goods for the purchase order;
  3. Check the box for the PO to be received, and then click "Receive Selected Items";
  4. A pop up dialog will be displayed if the Goods Receipt has been generated.

C. Create Goods Receipt Directly

  1. In UUKA Purchase Management app, go to "Goods Receipt" page;
  2. Click "+" button to create a new Goods Receipt;
  3. Select the Date of Goods Receipt, vendor, and the warehouse to receive goods;
  4. Click "+" icon to add product line to this GR;
  5. After choosing the products, click "Save" icon to save this product line;
  6. Repeat step 4 to 5, continue to add products;
  7. Finished.
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Create Purchase Payment

In UUKA, you can record and issue the payment to vendor. You need to create the Goods Receipt (GR) before…

In UUKA, you can record and issue the payment to vendor.

  • You need to create the Goods Receipt (GR) before issuing the Purchase Payment.
  • You can use UUKA Purchase Management to create your Goods Receipt.
  • You can pay multiple Goods Receipts at once with a same vendor.

UUKA App(s) Covered in This Topic

 Create Purchase Payment

  1. In UUKA Pay Vendor app, go to "Create a Payment" page;
  2. Input the goods receipt number (GRN) to issue payment to the vendor;
  3. Input the payment details;
  4. Payment is created.

Pay Multiple Goods Receipt at once

  1. In the payment details page, you can click "Add" button to add more additional GR(s) to pay;
  2. Additional GR has been added to this payment to vendor;

Print Purchase Payment

  1. You can search the payment in the purchase payment list;
  2. Click on the "Print" button on the selected payment;
  3. Preview the receipt on report viewer, and then click on the "Print" button to print this receipt.

 

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Run Purchase or Purchase Payment Reports

UUKA provides some standard user reports for analyzing the Purchase or Purchase Payment records. Only User Report can be executed…

UUKA provides some standard user reports for analyzing the Purchase or Purchase Payment records.

  • Only User Report can be executed manually at the Report List page.

UUKA App(s) Covered in This Topic

Run User Report at Report List Page

  1. In UUKA Purchase Management or UUKA Pay Vendor, go to "Reports" page;
  2. In the Report List page, you can click on the "Run" icon to execute those user report;
  3. Input the report parameter (if needed)
  4. Report will be generated dynamically at the report viewer.

User Report vs System Report

There are two types of reports - User Report and System Report.

  • User Report can be executed by users manually at the Report List Page, e.g. Accounts Payable List.
  • System Report can only be executed by the system, e.g. Goods Receipt printout.

A. Standard Reports of Purchase Payment

  1. Accounts Payable List (User Report)
  2. Printout of payment to vendor (System Report)

B. Standard Reports of Purchase

  1. Goods Receipt printout (System Report)
  2. Purchase order printout (System Report)
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Export Purchase or Purchase Payment Data

In UUKA, you can export Purchase and Purchase payment data to excel, such as Goods Receipt and Purchase Payment Receipt.…

In UUKA, you can export Purchase and Purchase payment data to excel, such as Goods Receipt and Purchase Payment Receipt.

UUKA App(s) Covered in This Topic

Export Data to Excel

  1. In UUKA Purchase Management or UUKA Pay Vendor, go to the GR or payments list which you want to export;
  2. For example to export the Purchase payment records, go to the purchase payment receipts list;
  3. Click on the "Export" button on top of the list;
  4. System will generate the Purchase Payment data in Excel format for your downloading.
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