Difference between revisions of "How do I generate warehouse invoices?"
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== Summary == | == Summary == | ||
This article explains how to gather and produce your warehouse invoices at the end of each month. | This article explains how to gather and produce your warehouse invoices at the end of each month. | ||
== More Information == | == More Information == | ||
| − | The charges are calculated by running a series of reports. Each | + | The charges are calculated by running a series of reports. Each customer's final bill is loaded into {{Menu|Customer Invoicing}}. |
You can review and print the invoices individually or as a batch at the end of each period. | You can review and print the invoices individually or as a batch at the end of each period. | ||
| Line 14: | Line 12: | ||
** {{DataPrompt|Charges - Storage}} | ** {{DataPrompt|Charges - Storage}} | ||
** {{DataPrompt|Charges - Stock Dispatched}} | ** {{DataPrompt|Charges - Stock Dispatched}} | ||
| − | ** {{DataPrompt|Charges - Pallet & Wrap}} | + | ** {{DataPrompt|Charges - Pallet & Wrap}} |
| − | The Charges file will open automatically following the {{DataPrompt|Charges - Pallet & Wrap}} report. | + | The Charges file will open automatically following the {{DataPrompt|Charges - Pallet & Wrap}} report. |
{{Tip|text=If you do not need to run this particular report you can select {{DataPrompt|View Charges File}}}} | {{Tip|text=If you do not need to run this particular report you can select {{DataPrompt|View Charges File}}}} | ||
* Check the data is relevant for each customer. | * Check the data is relevant for each customer. | ||
| Line 43: | Line 41: | ||
=== Producing the invoice === | === Producing the invoice === | ||
| − | To produce the invoice from within View/Amend Customer Invoices: | + | To produce the invoice from within {{Menu|View/Amend Customer Invoices}}: |
* Click {{Button|Invoice}} followed by {{Button|Document}} to print the invoice. | * Click {{Button|Invoice}} followed by {{Button|Document}} to print the invoice. | ||
* {{Button|Accept}} the invoice once you have checked it is correct. | * {{Button|Accept}} the invoice once you have checked it is correct. | ||
| − | To produce a batch of invoices return to the {{Button|Customer Invoicing}} menu. | + | To produce a batch of invoices, return to the {{Button|Customer Invoicing}} menu. |
| − | * Select {{Button|Invoice Production}} | + | * Select {{Button|Invoice Production}}. |
* Select {{Button|Invoice All Accounts}}. | * Select {{Button|Invoice All Accounts}}. | ||
| − | * Choose how you wish to deal with accounts with a status set | + | * Choose how you wish to deal with accounts with a status set: |
** {{Button|Yes}} - to override statuses automatically | ** {{Button|Yes}} - to override statuses automatically | ||
** {{Button|No}} - to exclude accounts with a status set from being invoiced | ** {{Button|No}} - to exclude accounts with a status set from being invoiced | ||
** {{Button|Prompt}} - to be given the choice if an account has a status set | ** {{Button|Prompt}} - to be given the choice if an account has a status set | ||
| − | * All relevant invoices will now be printed. | + | * All relevant invoices will now be printed. |
| − | == Invoices | + | == Invoices Produced Report == |
| − | From the {{Menu|{{WH}}}} menu select {{DataPrompt|Invoices Produced}}. | + | From the {{Menu|{{WH}}}} menu, select {{DataPrompt|Invoices Produced}}. |
* Enter the date on which the invoices were produced and click {{Button|Start}}. | * Enter the date on which the invoices were produced and click {{Button|Start}}. | ||
| Line 63: | Line 61: | ||
* [[How do I set up warehouse charging?]] | * [[How do I set up warehouse charging?]] | ||
* [[How do I bring warehouse goods into and out of stock?]] | * [[How do I bring warehouse goods into and out of stock?]] | ||
| − | + | ||
{{KB_Tags|warehouse charges, warehouse invoicing, invoice, storage charge, regular invoice}} | {{KB_Tags|warehouse charges, warehouse invoicing, invoice, storage charge, regular invoice}} | ||
{{How}}{{KB_WH}} | {{How}}{{KB_WH}} | ||
Latest revision as of 14:06, 27 December 2019
Contents
Summary
This article explains how to gather and produce your warehouse invoices at the end of each month.
More Information
The charges are calculated by running a series of reports. Each customer's final bill is loaded into " Customer Invoicing".
You can review and print the invoices individually or as a batch at the end of each period.
Go to " Warehousing Warehousing Charges".
- Select each option in turn confirming the dates are correct for each report.
- "Charges - Stock Inwards"
- "Charges - Storage"
- "Charges - Stock Dispatched"
- "Charges - Pallet & Wrap"
The Charges file will open automatically following the "Charges - Pallet & Wrap" report.
 | If you do not need to run this particular report you can select "View Charges File" |
- Check the data is relevant for each customer.
- Close the file without saving it once you have checked the results.
Data Checks
These options may be used to check the values and charges being applied.
Select "Charging Detail Checks"
- "Charging - Storage - Detail"
- "Charging - Dispatch - Detail"
Select "Warehouse Earnings Checks"
- "Charges - Stock Inwards - Chk"
- "Charges - Storage - Chk"
- "Charges - Stock Dispatched - Chk"
- "Charges - Pallet & Wrap - Chk"
Review Invoices
To review and print the invoices choose "Create Storage Charge Invoices".
- Click [Back].
- Click [Customer Invoicing]
- Click [View/Amend Customer Invoices].
- Enter the "Customer" account code or click [Account Summary] and press <F2> to select the customer from the list of invoices waiting to be produced.
- Review the invoice details.
Producing the invoice
To produce the invoice from within " View/Amend Customer Invoices":
- Click [Invoice] followed by [Document] to print the invoice.
- [Accept] the invoice once you have checked it is correct.
To produce a batch of invoices, return to the [Customer Invoicing] menu.
- Select [Invoice Production].
- Select [Invoice All Accounts].
- Choose how you wish to deal with accounts with a status set:
- [Yes] - to override statuses automatically
- [No] - to exclude accounts with a status set from being invoiced
- [Prompt] - to be given the choice if an account has a status set
- All relevant invoices will now be printed.
Invoices Produced Report
From the " Warehousing" menu, select "Invoices Produced".
- Enter the date on which the invoices were produced and click [Start].
See also
