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

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.
Still have questions? We're happy to help Contact Us