When stock you ordered arrives with the supplier's invoice, you need to turn the existing stock order into a supplier invoice rather than creating a new one. This article shows you how, and why skipping this step leaves the order open.
This guide walks you through the process of creating a Supplier Invoice for an EXISTING Stock Order. If you do not follow these steps your Stock Order will not be marked as received.
- Create a Stock Order by following this guide: Process a Supplier Stock Order
- Click the Lightning Bolt icon on the top right and select Supplier Invoice.
- Use the Search Field to find and select your supplier.
- Click the Star icon on the right hand side of the Supplier Invoice card and then select Add items from order.
- Select the Stock Order that you have received and click Select.
- This will add all items on this order to your Invoice, make sure to record the Tax Invoice number in the Reference field and your Supplier's Post Date and Payment Terms.
- If you have only received some Products you can take the ones that were not received off the Product List by pressing the Bin icon next to those parts or updating the Qty
- You may also add any other Products received with this Tax Invoice
Warning: if you do not process the Invoice with all parts the order will be marked as Partially Received until you process a subsequent Invoice for the remaining parts.
- Click the Process button, If you have included all items from your Stock Order, this order will now be set to Received.
Good to Know
- Double-check the details on your Invoice including quantity, cost price and if pricing includes or excludes tax before finalising to ensure accuracy for your records and reporting.
- If you need to update the retail price of any Products you may use the $ icon next to the Product's description to update your Customer's pricing before the Supplier Invoice is Processed
Frequently Asked Questions
Will this affect existing supplier invoices or purchase orders?
Changes to supplier details apply going forward. Existing supplier invoices and purchase orders retain the information that was recorded at the time they were created.
