Supplier invoices for the deliveries can be uploaded on STO while accepting delivery on the system or at a later date for previously accepted deliveries. This can be done from the web as well as app versions.
- Invoice upload while accepting deliveries:
The first step here is to accept the delivery with the correct Products, Delivery Qty, and Delivery Price along with verifying the delivery & invoice date. The Delivery note field is mandatory to fill. For adding new products to the delivery, the Add Order Item feature can be used.
Once delivery is accepted, the delivery tab with all the details will be shown up. There will be two places to upload files - Delivery Note & Invoice No. Invoice can be uploaded either by clicking & selecting the file from the system or by drag and drop. Please note maximum allowed size is 3MB & should be in PDF format only.
- Invoice upload for closed deliveries: Go to List Deliveries & select a time frame the delivery was accepted. List by Supplier will be a more feasible option here as we want to upload supplier invoices for delivery.
Click on the delivery amount for the delivery where the invoice needs to be uploaded.
Invoice can be uploaded either by clicking & selecting the file from the system or by drag and drop. Please note maximum allowed size is 3MB & should be in PDF format only.
- Invoice upload while accepting deliveries on the app:
From the Deliveries option, select the delivery to be accepted from the Pending list. Check Product Qty, Price, and add Delivery Note. Once done, click on Approve at the bottom.
Approving a receiving will give two options for upload - Delivery & Invoice.
Click on Invoice for an invoice upload & click on the Camera symbol at the bottom to capture a live invoice image. Once done click on Upload, and it will further ask to crop the final image to be uploaded.
Upon clicking on CROP, click on OK to upload the final cropped version or click on Cancel to go out from the page. can be used to go back and crop the image again.
- Invoice upload for closed deliveries from the app:- From the Deliveries option, select the delivery to be accepted from the Closed list. Upon clicking on the Camera symbol in the upper right corner will give two options for upload - Delivery & Invoice. The process for an upload will be the same as stated above.
Contact our support team for any queries on this.
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