Raise Purchase Order/ Invoice/ Credit Note and Goods In

Overview

 To raise a purchase orders for your supplier select the Accounts tab then select Purchase »Order the following screen will appear.

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To raise a purchase invoice for your supplier select Accounts Purchase Invoice the following screen will appear.

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Supplier

Select the supplier by using the look up button. A pop up will   appear on the screen to select the supplier. If the supplier’s name doesn’t   exist in the list select ‘New’ to create the supplier on the fly.

Order number

Depending on the Stock control Setting the order number is   displayed in this column. For auto coding the order number will be auto and   for manual numbering you can enter the purchase order number.

Ref No.

Enter the reference number here if any.

Order Date

Select the order date by using the calendar. Select the due date   if you wish to. This depends on the credit terms of the business.

Status

Select the status by using the drop down. The default status is   open. If already invoice has been generated select the status as invoiced. In   case if the order is cancelled change the status as ‘Cancelled’.

Attach

To attach a file select the look up button to upload the file from   the local machine.

Product

Select the product by using the look up.

Description

By selecting the product the product description will displayed in   this column. If you wish to change the description of the product change it   from here.

Quantity

Enter the product quantity you want to place an order.

Price

The product price is displayed here.

Discount

If discount is allowed to supplier for the product enter the   discount percentage here.

VAT

The VAT percentage is displayed here. This is a read only column.

Nominal Code

The nominal code is displayed here. This is a read only column.

Net Amount

The Net amount of the ordered or invoiced product is displayed   here.

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Goods In

To enter the product details that you received from your supplier into Surf Accounts create Goods In. To create a new ‘Goods In’ select Stock » Goods In the following screen will appear.

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Supplier

Select   the supplier by using the look up button. A pop up will appear on the screen   to select the supplier. If the supplier’s name doesn’t exist in the list select ‘New’ to create the supplier on the fly.

Goods   In No.

Depending on the stock control setting   the Goods In No is displayed. For e.g. in the stock control settings if the   first Goods In number is set to Auto and the first number is set as 1 then   the first Goods In number will be GIN1.

Ref. No

You may add a reference number here. For e.g. it could be the supplier’s order number.

Order/   Invoice No.

Select   the look up button for the Purchase order number. By selecting the look up  the purchase order pop up will appear against the selected supplier.

Goods   In Date

Select the ‘Goods In’ date by using the calendar.

Processed   by

Select   the name of the account manager. If more than one user on this business is   responsible for the goods in, you can select the name from here.

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