1.5 How to process purchase order and vendor bill

Creating Vendor bill from Purchase Order

1. 1. Click on Purchase

   

2. 2. Click on New

   

3. 3. Click on Vendor?

   

4. 4. Select vendor. For Example. John Doe

   

5. 5. Click on Add a product

   

6. 6. Select product

   

7. 7. Fill in quantity

   

8. 8. Check unit price for accuracy, amend if needed.

   

9. 9. Select taxes, if required

   

10. 10. Click on Send by Email

    

11. 11. Email is automatically drafted based on template, amend if necessary.

    

12. 12. Click on Send

    

13. 13. View chatterbox for all activities related to the bil

    

14. 14. Click on Confirm Order

    

15. 15. Click on Receive Products

    

16. 16. Click on Validate

    

17. 17. Click on P00019

    

18. 18. Click on Create Bill

    

19. 19. Select a date for the bil

    

20. 20. Check products description & details.

    

21. 21. Click on Confirm

    

Creating a vendor bill without Purchase Order

1. 22. Click on Accounting

   

2. 23. Click on Vendor Bills

   

3. 24. Click on Number…

   

4. 25. Click on New

   

5. 26. Select a vendor. For example, John Doe

   

6. 27. Select a date for invoice

   

7. 28. Click on Add a line

   

8. 29. Select a product. For example, Bagel

   

9. 30. Enter the required quantity

   

10. 31. Check products description & details.

    

11. 32. Click on Confirm

    

12. 33. Vendor Bill is Created