The Purchases Manager is the mirror of Sales Manager on the supply side: one grid that shows every purchase document you’ve ever created — requests for quote, purchase orders, vendor bills, and vendor credit memos — all filterable, all one click from editing or reprinting.

How to get there #

Menu: Vendors → Purchases Manager
Direct URL pattern: https://yourdomain.com/?bizRt=phreebooks/main/manager&jID=6&mgr=1

What a “purchase document” is in Bizuno #

Bizuno uses PhreeBooks journal IDs to distinguish document types. You’ll see these on this screen:

• Purchase Quote / RFQ (blue) — a request for quote. Nothing commits yet.
• Purchase Order (orange) — your commitment to buy. Inventory shows as on-order but isn’t on-hand yet.
• Purchases / Bill (green) — the vendor’s bill, posted. A/P is booked, and if you receive goods on this step the stock relieves into inventory.
• Vendor Credit Memo (pink) — a credit from the vendor, typically tied to a return or a price correction.

Status colors #

• Green — Confirmed (PO accepted, bill posted, payment sent).
• Yellow — Pending (PO not yet received, bill not yet paid).

Filtering the grid #

• Period — the fiscal period to show. Defaults to the current open period.
• Journal Name — restrict to RFQs, POs, Bills, or Credit Memos.
• Status — Pending / Confirmed.
• Search box — matches PO number, bill number (your reference), vendor invoice number, vendor name, and item SKU.

Columns #

Column	What it shows
Journal	RFQ / PO / Purchases / Credit Memo — color-coded.
Doc #	Your document number. POs start with PO, bills are numeric.
Vendor Inv #	The vendor’s own invoice number (for bill-reference matching).
Post Date	PO creation date or bill posting date.
Vendor	Short Name with a link to the vendor record.
Amount	Total including tax and freight.
Status	Pending or Confirmed.
Actions	Edit / View / Print / Email / Copy-to-next-stage.

The purchase document lifecycle #

Bizuno mirrors the sales flow in reverse:

RFQ → PO → Bill (→ Pay Bill)

A typical Ridgeline Cycles path for a seasonal parts buy:

1. You send an RFQ to two distributors for the same SKU list.
2. One comes back with a better price. You click Copy to PO on that RFQ to commit.
3. The parts arrive. You Receive against the PO, which marks the stock as on-hand.
4. The vendor’s invoice arrives. You Copy to Bill from the PO and post it. Bizuno checks for quantity and price variances against the PO and flags them.
5. Come month-end you Pay Bills (Banking) to settle A/P.

Creating a new purchase document #

Click the + in the top bar and pick Purchase Order (or the document type you need). The editor has the same header / lines / totals / notes structure as the sales editor.

Header #

• Vendor — type to search. Terms, tax, and default GL account pull in from the vendor record.
• Document # — auto-assigned; override allowed.
• Post Date — defaults to today. Determines which fiscal period the transaction lands in.
• Vendor Invoice # — on bills only. Bizuno warns you if you enter the same vendor invoice number twice on the same vendor — a nice catch against duplicate bill entry.
• Terms — inherits from the vendor.

Line items #

• SKU — type to search. Non-inventory lines (services, freight, expenses) are fine too.
• Description / Qty / Cost — editable per line.
• GL Account — overrides the vendor’s default per line. Useful when one bill contains lines that belong to different accounts.
• Tax — most vendor bills aren’t taxed, but you can add a rate for imports or use tax.

Important: Receive inventory before posting the bill whenever possible — that way the cost layer and on-hand quantity stay aligned. If you post a bill first and then receive, Bizuno will still work it out, but mismatches on cost are harder to audit later.

Totals panel #

Subtotal, freight, tax, discount, total, paid/balance due. Recalculates live.

Saving #

• Save as Draft — quotes and POs only.
• Post — commits a bill to the GL and A/P.
• Print — generates the PDF using the vendor-document template.
• Email — sends the PDF to the vendor’s Sales or A-R email.

Printing and emailing #

From any row’s action menu you can reprint or re-email past documents without opening them. POs normally go to the vendor’s Purchasing email; remittance advice goes to their Accts-Rec email.

Tips for Ridgeline Cycles #

• Use Copy on a recurring PO (monthly consumables — chain lube, brake pads, patch kits) to clone next month’s buy in one click.
• When a PO is partially shipped, keep the PO open and receive what arrived — Bizuno tracks what’s still outstanding. Closing the PO early will lose the back-order visibility.
• Use the Vendor Inv # field religiously — it’s the anchor for finding a bill six months from now.
• Don’t delete posted bills. Void them (Action → Void) so the GL trail is preserved.

Where to go next #

• Receiving & Vendor Returns — mark goods received, or send them back.
• Banking → Pay Bills — cut checks or ACH payments.
• Vendor Reports — Aged Payables, 1099 list, spend-by-vendor.