Entering New Invoices

You can enter new invoices in the system manually.

It is assumed that the items have already been set up and associated with the vendor name.

To enter a new invoice:

1. In the Manager's Daily Workflow, move to the New invoices entry step.
2. Make sure a correct store and date are selected.
3. From the Vendor list, select the necessary vendor.
4. In the Invoice # field, enter the invoice number.
5. From the Method of Payment list, select the necessary MOP.
6. In the Terms field, specify the invoice terms.
7. From the Category list, select the necessary category.
8. In the Select by field, select the method that you want to use to enter information about items. In most cases, is it recommended that you enter information by UPC code: in this case, you can get the exact item. But if the vendor has only a few items, you can enter information by item name.
9. From the Item Name list, select the necessary item.
10. In the Case QTY field, specify the number of cases you received.
11. At the end of the row, click enter and let the system process the entered information.
12. Make sure the cost and other data matches the invoices.
13. At the bottom of the form, click Complete Invoice.