Atlas knowledge base articles.
130 Articles
Understand how refunds affect your accounts and inventory when items are returned.
Return all items from a cash purchase and receive full payment back.
Answers to common questions about printing receipts and customizing templates.
Print a formatted receipt or document of your cash purchase for records or the vendor.
Select a print template for cash purchases and customize its appearance to match your needs.
Quick answers to questions about payment accounts, currencies, and prepayments.
Choose how to pay and in what currency when you first create a cash purchase.
Handle multi-currency payments when your supplier uses a different currency than your home currency.
Understand how Usystems credits vendors' previous payments against new purchases.
Quick answers to questions about editing, deleting, and maintaining cash purchases.
Know which fields you can change and when, depending on the purchase status.
Understand what gets deleted when you remove a purchase and how to avoid problems.
Record the delivery of goods and add them to your warehouse inventory.
Add sales tax or other levies to your cash purchase invoice.
Apply a discount to individual line items when buying goods.
Apply a single discount to the entire purchase or use a pre-defined discount template.
Quick answers to common questions about discounts, taxes, and pricing on cash purchases.
Direct received items to the correct warehouse or storage location.
Automatically adjust the selling price of items based on the cost you just paid.
Find and choose your supplier and configure currency and payment account.
Set the purchase date, reference numbers, and notes for record-keeping.
Track batch or lot numbers and set expiration dates for perishable items.
Record each item the vendor is supplying, and add freight or shipping costs.
Record a purchase paid in USD, EUR, or another currency with the correct exchange rate.