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New Purchase

Where Sidebar › Purchases › New Purchase

Books a supplier's bill into Purchases. GST and the inter/intra-state tax split compute automatically, and each line gets its own input-tax-credit classification.

First
The ITC class is per line, and it drives what the firm actually claims. Set it as you enter each line rather than fixing it in bulk afterwards — the running Eligible ITC total below the table is only as good as the classifications above it.
SCREENSHOT · the purchase form with the vendor block, the line table showing per-line ITC Class dropdowns, and the Eligible / Blocked ITC totals

Pick the vendor and check the address

  1. Type to search and select a vendor from the dropdown.
  2. A Vendor Address panel appears below, pre-filled with Address, State and GSTIN from the vendor master.
  3. Edit any of those three here if this particular invoice differs — the edit applies to this bill only.
  4. If the GSTIN you enter differs from the master, saving asks whether to update the master too. A blank master GSTIN is filled in silently.
  1. Type the Supplier Bill / Invoice No exactly as it appears on the bill. Quillix checks it together with the vendor at save time and blocks an exact repeat as a duplicate booking.
  2. Pick the Bill Date — the date on the supplier's invoice.
  3. Pick a GRN Date only if the goods arrived on a different day; leave it blank if they arrived with the bill.
  4. Fill in PO Number, PO Date, Mode of Receipt and LR/RR No if you use them — all four are optional.

Tick Reverse Charge if the bill is subject to it. A reminder banner appears listing typical Sec 9(3) triggers so you can confirm before saving — judge it from the nature of the supply, not the vendor's registration.

Add and edit the bill lines

  1. Click Add Line to add a blank row at the bottom of the table.
  2. In a stock-tracked store, type to search and pick a stock item — HSN and GST rate auto-fill from the stock master.
  3. In an accounting-mode store there is no stock item to pick, so type a free-text description in Particulars instead.
  4. Click the trash icon at the end of a row to remove that line. It is hidden on the last remaining line, since a bill always needs at least one.
  5. Clear Lines resets the whole table to a single blank row. The vendor, bill number and other header fields are left alone, and any save-error banner clears.

Classify input tax credit

  1. Pick an ITC Class per line from the dropdown. It defaults to Eligible (Inputs).
  2. Eligible (Capital) reveals a Capital asset field for that line, showing the Fixed Asset ledger it will post to instead of Purchases — auto-detected from the item name or HSN code. Edit it to override the detection.
  3. Blocked Sec 17(5) excludes the line from the Eligible ITC total below.
  4. Watch the two running totals — Eligible ITC and Blocked — and check them against your own workings before saving.
Deferred is not neutral
Only Blocked Sec 17(5) lines are excluded from Eligible ITC. Deferred lines sit in neither bucket until reclassified — so they are neither claimed nor visibly blocked, which is exactly how a credit gets forgotten.

Discount and save

Bill-Level Discount is applied after all line totals are summed, matching common Tally practice — type the ₹ amount and it subtracts from the summed line totals to produce the Final Amount.

  1. Fill in the required fields — Vendor, Bill/Invoice No, Bill Date, and at least one valid line.
  2. Click Save Purchase. If this bill's GSTIN differs from the vendor master, Quillix asks whether to update the master too.
  3. On success the form clears for the next bill but keeps the same vendor selected, so several bills from one supplier can be entered back to back.
If the save fails
A persistent red banner names the cause — read it, fix it, save again, then dismiss it with the ×. It stays put on purpose: a failed save that vanished after three seconds is how a bill goes missing. The same vendor plus bill number cannot be booked twice; Quillix rejects the duplicate and points you to the existing one.

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