Suppliers – How To Create A Supplier Invoice
Creating a Supplier Invoice
To create a supplier invoice, navigate to the Deals List. Select the Deal you wish to create a supplier invoice for, then click on the edit symbol and choose Create Supplier Invoice. Supplier Invoices can also be created in Deal Details under the Operations section.
Modifying Buy Details of an Arrangement and Adding a Supplier
A new window will open, displaying the arrangements for the Deal. If you haven’t chosen your suppliers for the items listed, you can do so at this stage by editing them and selecting a supplier for each one. Additionally, you can also set a Buy Price for each product if this hasn’t been established already.
Selecting Arrangements for the Supplier Invoice
After setting up the supplier and saving the changes, select the arrangement you wish to invoice. A select all checkbox is available at the top of the column. Multiple Arrangements with the same supplier and in the same currency can be selected for the invoice.
The Arrangement table in the create supplier invoice window displays information such as:
- Supplier name
- Product name
- Product code
- Product Begin and Product End dates
- Deal Code
- Total Price (Buy price of the arrangement)
To generate the invoice, you must enter the Reference invoice code in the designated field, and the Reference invoice total amount must match the Total amount.
Then, GO TO OVERVIEW and if the invoice is final, check the box for IS FINAL INVOICE. This indicates that no further invoices will be issued to this supplier for the current reservation and arrangement.
Final Invoice Setting
Please note that for an already created supplier invoice, the only editable option is to indicate whether the invoice is final. Other details cannot be modified. If the invoice is incorrect regarding other details, you must issue a credit note for that invoice and recreate the invoice with the correct details.
A new entry is created upon clicking the “Add Supplier Invoice” button.
Viewing Supplier Invoices
Supplier Invoices Listing
Supplier invoices can be viewed in the Supplier Invoices Listing under Operations in the left menu.
Arrangement Details
A section for Supplier Invoices is available in Arrangement Details. This section displays the Supplier Invoices that include the Arrangement.
Total Invoiced by Supplier
Arrangements that have a related Supplier Invoice also have the “Total Invoiced by SP” visible in the Price Information Section under the Buy price section.
