Create, edit and delete a purchase – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners
Projects

Create, edit and delete a purchase

Create a new purchase

  1. Go to Projects & services > Projects.
  2. Click on the Name of a project.
  3. In the Project space, go to Purchases tab.
  4. Click New Purchase.
  5. Add Name, costs and Date.
  6. Fill in other necessary information.
  7. Click Save as new.

Edit a purchase

  1. Go to Projects & services > Projects.
  2. Click on the Name of a project.
  3. In the Project space, go to Purchases tab.
  4. Edit a purchase either by:
    • Click on the purchase and in the summary view click Edit or
    • Click the pencil icon of the purchase you want to edit.
  5. After you have done the changes, click Save.

Delete a purchase

  1. Go to Projects & services > Projects.
  2. Click on the Name of a project.
  3. In the Project space, go to Purchases tab.
  4. Click on the checkbox of the purchase you want to delete and click Delete.
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