FTx Cloud POS offers you the below three options to process the invoice:
- You can "Apply" the invoice from the "Invoices" module.
- It will update the product counts in the system.
- If there is any change in the product cost, the system will prompt a message to update the cost. If you confirm, the system will update it in "Products."
- You can download the PDF file and use it for further processing.
- To learn how to create and apply an invoice, please read Invoices.
- You can convert a purchase order to an invoice from the "Purchase Orders" module.
- To learn how to create a purchase order, please read Purchase Orders.
- You can process the invoice through "EDI Import."
Prerequisites: You must complete the EDI Setup process for the vendor and ensure the FTP Connection is working.
- Please read EDI Setup to complete the EDI Setup for a vendor.
- To learn how to set the FTP Connection for a vendor, please read FTP Connections.
- The vendor sends you the invoice's EDI file. You can fetch it in "EDI Import" and process the invoice.
"EDI Import" enables you to:
Fields:1: Select Location: This drop-down helps you to select the location for which you need to search or process the invoice.2: Select Vendor: This drop-down helps you select the vendor you need to search for to process the invoice.3. Buttons:
- EDI Setup: This button navigates you to the "EDI Setup" module.
- Search Invoices: Once you select the location and vendor, this button lets you search for related invoices.
- Manual Upload/Import: This button helps you upload the EDI files manually.
4: EDI Files to Process: This section shows the fetched EDI files.
- File Details: This section shows details of the selected EDI file.
5. Refresh: This button is used to refresh the invoice details.5: Process Invoice: This button lets you process the invoice.
- Invoice #: It is auto-fetched while processing.
6: Manually Override Invoice Date: This button lets you change the invoice date. The system will consider the current date to process the invoice. You can manually change it using this toggle button.
Figure 1.1.0
Figure 1.1.1
All the invoices that have missing vendor parts will be highlighted in red text in the “File Detail” section, and a new "Add" button is displayed beside each highlighted item.1. Add: This “Add” button, as highlighted in Figure 1.1.1, allows the user to add the missing information before processing the invoice.When clicked, Figure 1.1.2 appears.Figure 1.1.21. Basic Details: Enter the general information for the vendor part. To learn more, read Vendor Parts.
Figure 1.1.33. Add: If the item is missing, you can create and add pricing details from the EDI Import page itself.
Figure 1.1.4
- To learn more, read here: Products.
Figure 1.1.1.0
Figure 1.2.0
- The system may show the Process Invoice From PO screen depending on how the order was created. Please select the applicable PO (Purchase Order) from the drop-down and click "Continue."
Figure 1.2.1
Figure 1.2.2
Figure 1.2.1.0