# Purchase Form

_Applications › Purchase_

![Purchase Form](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3a4d9f1ea579ccf6c2adf8daa11950aa.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A19.64%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%223%20%20Purchaser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A27.17%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A35.47%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%224%20%20Product%20Type%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A43.0%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%228%20%20Save%22%7D%5D%7D)
*Purchase Form*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0eb348ff36c31c90ae028b8d3b511f86.png)

## Overview

Use the Purchase form to record purchase information for a branch, purchaser, product type, package, and expected shipment period. Purchasing officers use this form when entering a purchase directly into the system and when retaining supporting files with the record. Save the record when its details are ready for later review, printing, or ticket-related actions.

## Workflow

1. From the main navigation, open **Purchasing**, then open a new Purchase form.

   ![Purchase Form](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/81eb93f18219345320d63f6242788650.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A19.64%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%223%20%20Purchaser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A27.17%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A35.47%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%224%20%20Product%20Type%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A43.0%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%228%20%20Save%22%7D%5D%7D)
*Purchase Form*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/bee488f88d42841e2e065cd9d6733aaa.png)

2. Enter the purchase details that are available for the record:
   - Select the relevant **Branch**.
   - Select the responsible **Purchaser**.
   - Specify the **Product Type**.
   - Enter or select the **Package Title**.
   - Enter the **Shipment Time Frame**.

   If a selection window opens for a field, use **Select** to choose the required value, then use **Ok** to apply the selection.

   > **Tip:** Complete the Branch and Purchaser before saving so that the purchase record is clearly associated with the responsible location and buyer.

3. Decide whether supporting documentation is required.
   - To add a file, drag it to **or Drop a file here**.
   - Alternatively, select **Attach** and add the required file.

   ![Purchase Form](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0f8ad53e0d0eb556df7bd9525ed3d7a1.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A19.64%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%223%20%20Purchaser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A27.17%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A35.47%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%224%20%20Product%20Type%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A4%2C%22x%22%3A43.0%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A84.9%2C%22y%22%3A4.86%2C%22w%22%3A3.73%2C%22h%22%3A4.46%2C%22label%22%3A%228%20%20Save%22%7D%5D%7D)
*Purchase Form*

![Save](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e2b08efad94d0c58743106a666c16536.png)

4. Decide how to finish entering the purchase record.
   - Select **Save** to save the record and continue working on the form.
   - Select **Save and Close** to save the record and close the form.

5. After saving, use the available record actions as required:
   - Select **Print** when you need a printed output from the purchase record.
   - Select **Tickets** to access ticket-related actions for the record.

   > **Note:** Save the purchase record before leaving the form to retain the entered purchase details and attachments.

## Examples

A purchasing officer creates a purchase record for an externally sourced package:

1. Open a new Purchase form from **Purchasing**.
2. Select the appropriate **Branch** for the receiving location.
3. Select the responsible **Purchaser**.
4. Set **Product Type** to the applicable product classification.
5. Enter `Office Lighting Package` as the **Package Title**.
6. Enter `10 business days` as the **Shipment Time Frame**.
7. Add the supplier quotation by dragging the file to **or Drop a file here**.
8. Select **Save** to retain the record while reviewing it, or select **Save and Close** when entry is complete.
9. When required, select **Print** to produce a printout of the saved purchase record.

## Tips

> **Tip:** Use a clear **Package Title** that identifies the purchased package without relying on the attachment name.

> **Warning:** If you close the form without selecting **Save** or **Save and Close**, entered details may not be retained.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| A selected value is not applied to the form. | The selection window has not been confirmed. | Select the required value, then select **Ok**. |
| A supporting document is missing from the purchase record. | The file was not attached before saving. | Drag the file to **or Drop a file here**, or select **Attach**, then save the record. |
| The purchase form remains open after saving. | **Save** was selected instead of **Save and Close**. | Select **Save and Close** when you want to save the record and close the form. |

## Related pages

- [Purchase — Overview](doc:purchase-overview)
- [List](doc:purchase-list-view-record)
- [Purchase — Learning Path](doc:workflows-purchase)