Lightspeed O-Series (Kounta) - How to do purchase orders in Kounta

Purchase Orders in Kounta

Here is a very good article on how to do purchase orders in Kounta. https://support.kounta.com/hc/en-us/articles/201234240-Add-On-Inventory

Main sections include:

• Make a draft
• Send the order to your supplier

           NOTE: It might be a good idea to download and send the PDF from your own email for two reasons 1) You have a record of it sent and 2) To avoid the email getting caught in any spam filters

• Receive goods into stock
• Map a Product to a supplier

           You can also map products to a supplier so that when you want to create a Purchase Order for this supplier, all these products will automatically load on the purchase order. All you would need to do is fill the quantity.

There may also be some products where a rebate applies. To setup such a product in the system:

• Give the product an appropriate name, with no category, 0 Sales Price with the appropriate GST tax rate
• Assign a negative cost value
• The product can bet setup so it cannot be sold
• The product can be setup to not be counted as stock
• You can map the product to a supplier to be added to the purchase order automatically
• This item will be applied to the invoice when sent through to Xero

Xero integration

In the Xero Addon area, ensure the following is ticked:

• "For each purchase order in Kounta, create a Purchase Invoice in Xero"

Here is an example of how to setup the appropriate Xero chart of account codes:

If you need to assign individual products to specific accounts, this can be done individually.