Understanding Direct Purchases

Direct Purchases is an alternative way of logging purchases in Resto iQ. As an alternative to the standard process (Purchase Request > Purchase Order > Purchase Receipt), the primary objective of this is to provide a way to log emergency and/or unplanned purchases that arise because of unforeseen circumstances.

A common example can be an emergency purchase of thermal paper for the thermal printer from the nearby office supplies store. Given that this is an unplanned or an emergency purchase, there may be little to no time in following the standard process (PR > PO > Purchase Receipt). Instead, the staff may just employ the Direct Purchases feature of Resto iQ.

All direct purchases will be displayed onto the table upon clicking "Direct Purchases" from the left-side navigation.

Creating a New Direct Purchase

To create a new Direct Purchase, simply proceed to Purchase > Direct Purchases, and on the top right section, click "Add Direct Purchase".

To create a new direct purchase, the user may just provide the following:

1. Transaction Date: this is when the purchase was procured. Highly recommended to follow the date on the proof of purchase such as the Official Receipt or Sales Invoice to avoid discrepancies and additional auditing.
2. Location: which location performed the direct purchase, or who paid/received the goods.
3. Supplier: from which supplier was the 
4. (Optional) Note: note allows users to record information that is helpful in providing context.
5. (Optional) Template: templates allow users to efficiently reorder items that are usually procured from the supplier, reducing the need to manually enter items one-by-one.