TravStar1 Point Of Sale SystemManager's Work Station Inventory ControlHow Do I Turn an Existing Purchase Order into an Invoice?

How Do I Turn an Existing Purchase Order into an Invoice?

This lesson will teach you how to turn an existing purchase order in an invoice once you have received the order.

Inventory Control

Inventory Control

From the Main Menu, click on "Inventory Control".

Receiving

Receiving

From Inventory Control, click "Receiving".

Select Source

Select Source

Under Source, locate the vendor of the purchase order. Highlight the vendor name and click on the  "Edit" button.

Conversion Utility

Conversion Utility

(1) Type /usr/fiscal/convbackpit into the Conversion Utility field.

(2) Click on the "Apply" button.

Select Source

Select Source

Click on the "Select Source"button.

Question

Question

Click on the "Yes"button.

Click on the "Yes" button.

Click on the "Yes"button.

Receiving

Receiving

Highlight the Purchase Order Number you want to receive. Then click on the "Select Inv." button.

Invoice Amount

Invoice Amount

Type in the dollar amount of the invoice, then click on the "OK"button.

Receiving

Receiving

Click on the "Edit" button.

Enter quantities.

Enter quantities.

Click in the Recv field and type in the quantity you are receiving.

Enter Cost

Enter Cost

Click in Cost column and enter the cost of the item being received.

Verify Total Cost Is Correct

Verify Total Cost Is Correct

1) In the Line Item section  you can verify the Extended Cost matches your invoice for each item received as you enter it.

2) In the Totals section, you will see the dollar amount of your invoice increase as you enter it. At the end, your Received Cost should equal you Actual Invoice Amount.

Apply and Accept Invoice

Apply and Accept Invoice

To accept this Invoice, click "Apply Changes".

Accept P.O.

Accept P.O.

To receive quantities into inventory, click "Accept P.O."

Question

Question

Click "Yes".

Select Date

Select Date

Click on the Original Invoice Date.

1) To change months use the left and right arrows on either side of the Month Name.

2) To change years use the left and right arrows on either side of the Year.

3) Click "OK"

Invoice Number

Invoice Number

Type in your Invoice Number.

Click "OK".

Question

Question

Click "Yes".

Invoice Changes Report

Invoice Changes Report

Invoice Changes Report shows you any items that have had a cost or retail update as a part of the invoice you have entered.

1) Click "Print" to send to report to the printer.

2) Click "Quit" to close report.

Exiting Receiving

Exiting Receiving

Click on "Quit".