How to add a Manual Purchase
Who is this article for?
- Store Owners or Admins with full access to configure payment options, delivery methods, and store operations within wicadu Stores Dashboard.
- Buyers or Sellers with permissions to manage inventory and create manual purchases or sales.
About creating a Manual Order
Manual purchases allow you to track inventory acquisitions made outside the automated system, ensuring your inventory remains up to date. This powerful tool lets you manage purchases from local suppliers, direct purchases, and other channels, optimizing product availability and improving your business planning.
When creating a manual purchase, you can input the acquired products, assign a purchase amount, and specify the corresponding quantity. This information is critical for calculating financial metrics and managing costs.
Before you begin
Before adding a manual purchase, ensure that the products are created in wicadu. It is not necessary to have prior stock or assigned sales prices, but you must have a configured currency, which is automatically set when you create your store. To prepare your inventory, follow this step:
Make sure you have created at least one product. If you haven not, check out this guide How to create a product.
These steps ensure your products are ready to be included in your purchases.
Steps to create a manual purchase
Go to Purchases:
Access the Purchases functionality in wicadu.
Create a new order:
Click the + button located in the upper right corner of the page.
Select the products:
If you haven't added products yet, you will be automatically directed to the product list. If you have already added products, click Add Product to include more items.
Assign purchase details:
Specify the purchase amount (total cost) and the quantity of products purchased for each selected item.
Note: It is important to be precise with this information, as it will be used to generate metrics for cost, profit, and other financial reports.
Review and create the order:
Click Continue to review the order summary, then select Create Order to complete the process. This will update the order status to Prepared.
Note: The stock of the products will not be updated automatically until the purchase is marked as Delivered.
Next Steps
Once the order status is set to "Prepared", you can proceed with the following actions:
Attach Optional Documents:
Upload supporting documents such as invoices, receipts, shipping labels, proof of delivery, and more. See the guide: How to Attach Documents to an Order
Cancel an Order:
If you made a mistake or need to remove a purchase, you can cancel it. Find out how: How to Cancel an Order.
Add Payments:
Record payments made by the customer following this guide: How to Add Payments to an Order.
Mark the Order as Delivered:
Update the order status to "Delivered".
Review Inventory:
After creating the purchase, verify that the stock of the products has been updated correctly.
Add your first Sales:
Now that you know how to create manual purchases, we invite you to register your first sale. Learn how to do it here: How to add a Manual Sale
Correct mistakes in an order:
If you made a mistake creating an order, you can process a return, exchange, or refund. Learn how to do it here: How to process a return, exchange, or refund
Common Issues
Cannot add a product: Make sure it is created in the system.
Inventory is not updating: Check that the purchase is marked as Confirmed.