Purchase Invoice Creation
Purchase Invoice Creation
The DineConnect application offers a streamlined process for creating purchase invoices, allowing users to efficiently record and manage invoices for received goods. This technical documentation provides step-by-step instructions for creating purchase invoices within the DineConnect application, including two types: direct invoices and invoices generated through purchase orders and receipts.
Purchase Invoice Creation Process
Creating purchase invoices within the DineConnect application ensures accurate financial record-keeping and reflects the transaction of received goods.
Log in to your DineConnect account.
Direct Invoice Creation
To create a direct invoice, go the left side of the dashboard, under the “Inventory” option, click on the “Purchase” option and select “Invoice”.
Click the "Create Purchase Invoice" button.
The "Create Purchase Invoice" screen displays. Enter the required details,
Add the vendor's name.
Enter the reference number.
Provide the invoice date.
Specify the delivery date.
Select the type of invoice: "Normal" (without tax) or "Inclusive Tax."
Enter item details, including names, quantities, Free of Cost (FOC) quantities, discounts, taxes, and any other relevant information.
Click "Save" to create the purchase invoice. If future edits are needed, choose "Save as Draft."
A pop-up confirmation will appear, displaying that the purchase invoice has been saved with a reference number.
The status in the purchase receives screen will be updated to "Invoiced."
Invoice through Purchase Order and Purchase Receive
To create an invoice through a purchase order and purchase receive, go to "Inventory" on the left side of the dashboard, select the "Purchase" option and then select "Receive."
Locate the received goods for which you wish to create an invoice. The status should be "Received," not "Invoiced."
Click "Actions" and select "Create Invoice."
In the invoice creation screen, enter the required details in the respective fields.
Note: The quantity field cannot be edited in this process.
Click "Save" to create the purchase invoice.
A pop-up confirmation will appear, displaying that the purchase invoice has been saved with a reference number.
The status in the purchase receives screen will be updated to "Invoiced."
