Recording a purchase
Step by step: mark materials as ordered, partially bought or fully bought, and fill in the form.
Purchases are recorded in the Purchase section. Each item has three buttons, and they mean different things.
The three options
Ordered — the goods are ordered but not yet received. A form opens for quantity, price, date and comment. The item moves into Delivery, into the "Ordered" sublist.
Part — part of the required amount has been bought. The form asks for quantity and price. The bought part moves into Delivery; the remainder stays in Purchase and is bought separately.
All — the whole amount has been bought. The form asks for the price. The item moves into Delivery entirely.
The price is required
In all three cases the price is a required field. This is the only moment when a real cost enters the system: everything before it was your estimate.
Who can record it
Both managers and workers. If a worker has been given money to buy materials, they close the items themselves — no separate role is needed for that.
A worker added to a stage without a task can also handle purchasing against the combined stage specification.
Why "ordered" and "bought" are separate
Ordering for delivery and buying over the counter carry different risks. An order can fail to arrive, arrive wrong, or arrive late enough to push back the start of the work.
The "Ordered" sublist inside Delivery shows exactly that: you are waiting on somebody else, not on your own paperwork.
What comes next
From Delivery the item goes to the warehouse or straight to site — that step is goods receipt.
Next
Receiving materials at the warehouse or on site
Material movement: ordered, in transit, warehouse, site
Returns and replacements
