Create new Wholesale Invoice

How to | See Also | Summary

• After receiving the dispatched order from warehouse you have to create the invoice for the billing to wholesale customer order, this invoice should be dispatched with the order, make sure that you have enter all the entry against the buyer order.
• The imporatant thing is to Invoice Mode, there are two type of invoice mode as follow:
  a. Consignee: this is a traditional term used by seller for creating an invoice .Earlier they all adopted this business term .They sell their items to any party but they have a condition until the bill is not payed the buyer is not the real owner of item. Let us take an example,Suppose a buyer purchase 100 items from seller & here seller generate bill in consignment type to party, Now suppose the buyer sold 80 items now the buyer will pay for only 80 items and remaining 20 items he will returns to seller.
  b. Regular: To pay the full Wholesale price amount in cash no returning of not sale item term is used in used in this mode. Let us take an example Suppose a buyer purchase 100 items from seller have to pay for 100 items.

General:

Buyer:
The Buyer name is the wholesale customer name to whom you are generating invoice, The buyer name is created from Wholesale customer
Stock Unit:
The wholesale have its own stock keeping unit for shelfing the item into store.
Remarks:
If you want any remarks related to invoice to inform wholesale customer you can write this here.
Stock Transfer*:
The following are the type of branches:

1. Challan No:- Challan number is seller challan number which will printed on challan and facilitate stock in item entry for wholesale customer
2. Document No. :-Document number is the actual document number, It contain the stock out branch id/ stock in branch id/ financial year/ challan number
3. Entry Date :- Entry date is the date of Wholesale invoice date when seller will create wholesale invoice challan.
4. Recpt Date :- Recpt Date is the date of stock in receipt date by wholesale customer.
5. Invoice Module:There are two type of Mode, you have choose one mode while creating wholesale invoice
   a. Consignment Purchase
   b. Outright Purchase
6. Against Buyer Order No. :-Tick on against buyer order so that the buyer number will found at searching
7. Buyer Order No. :- If you have ticked against buyer order then the buyer order number is also specify.
8. Discount Mode :- There are two mode of discount are fresh mode and EOSS mode, If sender branch had specified the discount mode as fresh which means their is no special discount on the order. If sender branch have specified EOSS means their is any special discount with the order.

Invoice Id:
Invoice id is the identity of invoice which contain Invoice medium name/branch name/financial year/challan number.
Invoice No:
Invoice number is the actual documnet used for voucher entry.
Invoice Date:
The invoice date is the actual document invoice date .
Tax Type:
Tax type is Specified into wholesale customer, it is automatically fetched from wholesale customer.
Area manager:
An individual in a company who has the responsibility of purchasing the items required by the company. it is automatically fetched from wholesale customer

Items:

Item Grid or table:
This table consist the Packing slip number, description, quantity, MRP value, Net amount value, this can obtain by adding the new packing slip
Add New packing Slip:
When you click on this option this will show the packing slip form from their you can import the item through their barcode or simple do it scanning the item code by scanner.
Modify Current packing Slip:
If you want to modify the packing slip entry you can click on this button for modification.
Delete Current packing Slip:
if you want to delete the packing slip from the table you can click on this button.
Item list table:
This table contain the list of items with respect to packing slip, it contain the itemid, article no, quantity, color, size detail with the packing slip .
Import Barcode:
Import the barcode is useful to make faster entry of item with the help of document, using barcode range or through text or csv file, In owr software we have these three facility to make you work faster and easy.

Total:

Total Quantity:
The total quantity will show the total no of quantity column from item grid table
Total Entries:
It will show the total no of article entry has been inserted
MRP value:
The total value of MRP of article No
LR detail:
this contains the detail of parcel in entries aginst of the purchase invoice
Bill Sundary:
It show the various field to calculate the profit or loss on the total item amount

• Add new Wholesale Invoice
  
• Add new Packing Slip
• Modify current Packing Slip
• Delete current Packing Slip
• Import barcode for item entry
• Dispatch Order or Raise invoice
• Edit the existing Wholesale Invoice

Add new Wholesale Invoice:

1. Click On Wholesale.
2. Select Wholesale Invoice and Wholesale Invoice Grid Page will get open up.
3. Now Click on Add new Wholesale Invoice from Tasks and Wholesale Invoice Master page will get Open.
4. First,Specify buyer.
5. Select the type of invoice mode.
6. Select the type of discount mode.
7. Now, Click on Add the new Packing Slip button.
8. Import barcode into packing Slip.
9. Close the packing Slip after importing.
10. Now Click On Save from Toolbar

Add new Packing Slip:

Click On Item Tab.

Now Click On Add new packing Slip

Scan the items.

Click on Close button.

Click On Save.

Modify Packing Slip:

Click On Item Tab.

Click On Edit from toolbar.

Select the existing packing slip list into table.

Click On modify the current packing slip button.

Now, Modify the items entry

Click on Close button.

Click On Save.

Delete Packing Slip:

Click On Item Tab.

Click On Edit from toolbar.

Select the existing packing slip list into table.

Click On Delete the current packing slip button.

Now, message will appear "Are you sure to delete te current packing slip"

Click on Yes button.

Click On Save.

Dispatch or raise invoice:
Note:If the Stock is not dispatch then the order will not Appear into wholesaler machine, so for this reason we have to dispatch the item so that when the another party log on their backoffice then they will see the dispatch item detail.

Click On Dispatch/Invoice raise Order from Tool bar.

Now,Raise Invoice page will get open.

Now select the Dispatch Mode.

Specify the carrier/ transporter.

Specify the important field of cargo like LR no, LR. date, No. of boxes etc.

Click On Ok.

Now the status in stock transfer panel will appear as dispatched.

Edit the existing Wholesale Invoice

Note: The received Order by wholesale customer cannot edited, you can only edit not received order.

Click On Wholesale.

Select Wholesale Invoice , the Wholesale Invoice Grid Page will get open up.

Now select the list to edit from Wholesale Invoice then click on Edit the existing Wholesale Invoice from Tasks, the Wholesale Invoice Master page will get Open.

First, Modify the entries which you want to edit.

Click On Save button after editing the fields.

See Also: Wholesale Invoice | Wholesale Order