Employee Purchases

Choose Purchases from the Employees menu to keep track of employee purchases and payments made. The data entry form is illustrated below and further defined:

Fields are defined below:

Select Employee – select the last name from a list of active employees. When you select the name, the Total Plus Tax field will automatically be populated. Additionally, if any employee purchases have already been entered, all items will appear underneath the horizontal line.

Date – “today” date will default, change if necessary.

Item # – select an item of inventory from the item number dropdown. When you select an item number, the description and price will default.

Description – the inventory description will auto-populate once you select an item number. If the inventory has the Allow Freeform checkbox “checked” (see Inventory Set-Up section of the documentation), then you can override the description.

Price – the price will auto-populate once you select an item number but you can change the price for the particular purchase if you want.

Qty – enter the quantity to be purchases

Sub Total – the sub total will be calculated by Lodge-ical™

Tax – the tax will be calculated by Lodge-ical™

Total – the total will be calculated by Lodge-ical™

Sold By – select the employee who entered the purchase

USER TIP: If your employees are paid a commission on the inventory that they sell, you MUST use the Sold By dropdown to accurately calculate the individual’s commission.

Additional Features:

Edit a Purchase – select a purchase from the list underneath the horizontal line and press the Edit button. Make the appropriate change and re-save the item.

Delete a Purchase – select a purchase from the list underneath the horizontal line and press the Delete button. You must confirm your decision before the purchase is permanently removed.

Payments – press this button to acknowledge the money paid.

Receipt – press this button to generate a receipt of purchases made less money paid.

USER TIP: The Total Purchases and Total Paid to Date values are based upon all transactions since the Inventory As Of Date (located in the top right hand corner of the report).

ATTENTION: The Employee Purchases menu pick will only be accessible if you own the Inventory module.