Creating a new invoice

To create a new invoice, follow these steps:

1. In the invoices list, tap Add New Invoice.

The Add New Invoice button hides as you swipe the invoices list up. To reveal this button, swipe down the list. The button appears as you reach the list top.




Result: The Invoice screen appears:

2. In the Invoice screen, enter the following data:
3. Tap the Invoice ID field and enter the invoice number.
4. Tap the Date field and select the invoice date.
5. Tap the MOP field and select the method of payment (MOP). The following MOPs are available:
6. Check
7. Credit
8. Cash
9. If you selected the Check MOP, enter the check number in the appeared Check # field.
10. Tap the Invoice Cost field and enter the invoice cost value.
11. Tap Select Vendor and select a vendor delivering this merchandise. See Searching for the Vendor for details on how to search vendors.

You can also add a new vendor from this menu. For details, see Adding a New Vendor.

3. Tap Add Items to add items to the invoice.
4. In the appeared screen, add an item in one of these ways:
5. Scan the item's universal product code (UPC) with the camera of your device, tap the appeared green badge, then go to step 5 of this procedure.

   

6. If you use a CipherLab device, scan the item's UPC with the barcode scanner, then go to step 5 of this procedure.
7. To add an item manually, enter the item name in the search box and tap the found item in the items list. Then, go to step 5 of this procedure.

   

If the item from the global price book was not found in the Retail360 app, go to CStoreOffice® and add the item you need to your location. After that, the item should be available for searching in the Retail360 app. For more information, see Setting Up Items.

5. Tap the appeared item card to proceed.
   

   

If you want to discard the item, swipe up and return to step 4 of this procedure.

6. Depending on how the item was delivered, do the following:

    

   How item delivered?	Required actions
   As an individual item with cost and VIN relationship.	If the item was delivered as a single unit and its cost and VIN relationship was defined in CStoreOffice® or the Retail360 app previously, all you need is to enter the quantity of received items. To do so, tap the QUANTITY RECEIVED selector and enter the quantity of units you received, then tap Add to Invoice. After that, go to step 4 to add another item to the invoice or step 7 to finish creating the invoice.
   As a pack with cost and VIN relationship.	If the item was delivered as a pack and its cost and VIN relationship was defined in CStoreOffice® or the Retail360 app previously, check the pack selected by default to be correct. If the pack size is incorrect, swipe left and select the correct pack size with correct cost and VIN relationship. Then, tap the QUANTITY RECEIVED selector and enter the quantity of packs you received, and tap Add to Invoice. After that, go to step 4 to add another item to the invoice or step 7 to finish creating the invoice.
   As an individual item delivered for the first time. or As an individual item without cost and VIN relationship.	If you receive the item for the first time or the cost and VIN relationship was not defined previously, you need to set up the cost and VIN relationship manually. You can either use the default VIN or define a custom VIN. To use default VIN 29990000001, tap the QUANTITY RECEIVED selector and enter the quantity of units you received. Then, tap Unit Cost, enter the unit cost, and tap Add to Invoice. After that, go to step 4 to add another item to the invoice or step 7 to finish creating the invoice. If you want to use a custom VIN, do the following: Tap Done to hide the keyboard, swipe down to scroll to the end of the list and tap Purchase Details. Tap Add New VIN. Enter VIN in the VIN field and the unit cost in the Unit Cost field and swipe up to save the cost and VIN relationship. Tap the QUANTITY RECEIVED selector and enter the quantity of units you received, then tap Add to Invoice. After that, go to step 4 to add another item to the invoice or step 7 to finish creating the invoice.
   As a pack delivered for the first time. or As a pack without cost and VIN relationship.	If you receive a pack for the first time or the cost and VIN relationship was not defined previously, do the following: Swipe left and select the New Package tile. Tap the UNITS IN PACK selector, enter the number of single units in the package, and tap Done. Drag the new package into the invoice box. Swipe the bottom curtain up and tap the newly created package. Enter cost for the package and quantity of received packs or cases in the QUANTITY RECEIVED selector and tap Update Invoice. After that, go to step 4 to add another item to the invoice or step 7 to finish creating the invoice.

7. Swipe down to return to the Invoice screen.
8. On the Invoice screen, you can do one of the following:
9. To complete this invoice later, swipe down. The invoice appears at the top of the invoices list and you can edit it later. For details, see Editing an incomplete invoice.
10. To complete this invoice, swipe the lower curtain up, select the Complete tile and swipe up. After completing the invoice, you can accept it. For details, see Accepting a pending invoice.

    

    The invoices created in the Retail360 app can be also accepted in CStoreOffice®, if needed. For more information, see Accepting Pending Invoices.