Manage purchase invoice

This section will guide to manage purchase invoice across channels.

Purchase Invoice

Purchase invoice allows to create and manage supplier's invoices. A purchase invoice is an itemized statement of the goods or services provided by the supplier. It indicates the quantity, unit and price of each product.

There are many ways to create a purchase invoice,

1. Create purchase Invoice automatically when click Receive & Create purchase invoice from purchase orders.
2. Create a purchase invoice from purchase invoice window.
3. Create purchase invoice using the reference number for the specific supplier.

Generate an invoice for an order before print it. To view or print the PDF

Number

This is a unique number for purchase invoice.

Supplier Name

Name of the supplier name will appeared.

Created On

The order created date will show in a created on the field.

Status

Purchase Status helps to view all the purchase status like open, goods received, etc.,

Status Types

Status helps to view all the purchase status like open, goods received, etc.,

Open

When the purchase order is created the status is updated as open

PartiallyGoodsReceived

When goods are partial received, status is updated partial goods received.

GoodsReceived

The buyer should set the order to this status once the order has been received from the seller.

Payment Status

O2VEND has the following pre-defined payment status - Pending payment and payment received.

Pending payment

A payment can be pending - the bank transfer or a credit/debit card payment and the transaction is being processed or not paid.

Payment received

A payment received status updated when the payment is completed via online or cash.

Due On

This is the payment due dates of supplier invoices.

Total

The total purchase amount will show in an order total.

Create Purchase Invoice

Go to the Voucher in the Back Office and select the Purchase. The admin can select the supplier from the list of suppliers in the dropdown and select the quantity of the product. Use shortcut key F9 easy to open the create purchase invoice screen.

Supplier Information

Enter the name of the supplier and the contact information. This information will appear on purchase invoices print.

Address

Click + symbol, the address section will open. Update the supplier address in this field.

Invoice

Select any payment method cash or credit.

Cash

The buyer or the admin paying the full amount of cash from the seller. Choose the invoice method name is cash in the Invoice field.

credit

The seller or the admin paid the partial or pending payment, choose the invoice method name is credit. This type of Invoice generally used against Online Payment through Payment Gateway. for example ( google pay, Paytm etc.. )

Payment

Payments can be made against a purchase invoice by using the Add Payment methods which opens the payment tab.

Adjust Advances

Adjust the adavnce paid against the created invoice. Click adjust advance button enter the amount then click OK.

Receive To

Select warehouse of the products. Goods received is created after click Save button. This will appear only when creating a purchase invoice. If not select none option.

Supplier

Enter the supplier name in this field.

Tip

Click Alt+C - Create a supplier at the supplier section.

Credit Days

If the select payment method name is credit, credit days will appear. The credit days is the number of days that a buyer is allowed to wait before paying an invoice.

Transport

Specify the type of transport service like lorry, van, bus or auto etc.

Referrence

Reference numbers are commonly used to identify items for a particular supplier, admin can enter the reference number of incomplete or new orders for the specific supplier.

Goods issue

The Goods issued items are displayed in this goods issue tab.

Note

Entered purchase note are displayed in the note tab.

History

The updated order status are displayed in the purchase history tab.

Product

Search the product buyer want to purchase. This field allows to add and edit the products. When adding the products it fills the product cost in the price field.

Tip

Click Alt+C - Create a product at the product section.

Quantity

Enter the minimum or maximum quantity of the product.

Units

Units of Measure (UOM) are used to define the measurement of the items.

Price

The product cost is updated in this field. It allows to edit or change the cost of the products.

Discount

Enter the discount amount on this field.

Total Amount

It shows the total amount of products. The total amount is reduced when the product has a discount.

Tip

If click Download Invoice to download the PDF Order. It includes the details of company name, company logo, Address, supplier order details.

Tip

Use Export Orders and Export Orders With Order Lines options to export the report details into a comma-separated CSV file.