Details
This section contains the Tax details, item details, Invoice value summary, billing address, and shipping address
Actions
| Create return | Allows user to place a return order for the already placed order |
| Print template allows user to download or print the Purchase invoice |
This section contains and displays summarized amount details of the Invoiced amount, Clearance amount, amount paid, and amount due.
| Field name | Field Description |
| Invoiced Amount | Actual price that an end-customer retailer pays to the manufacturer or distributor for a product |
| Clearance Amount | Amount given by the customer but not confirmed by the Accounts Department and Cheques deposited in banks but not confirmed by the banks waiting for Clearance. |
| Paid Amount | Amount paid by the customer |
| Due amount | Total Invoice Amount to be paid by the Customer |
Details
This section contains invoice details, payment details, reference number and GRN number of the Purchase Invoice
| Field name | Field Description |
| Invoice no | Invoice number associated with the order is displayed |
| Invoice date | Date when an invoice is created for the order |
| Ref no. | Reference number associated with the invoice |
| Ref date | Reference date for the invoice raised |
| Payment Type | Displays Payment type or payment mode the payment is made |
| Payment Term | Payment term by which the payment needs to be made |
| Due date | Displays due date by which the payment needs to be made |
| Order no. | An order number is assigned to the goods ordered by the customers |
| LoB | Line of Business segment (LoB) of the invoice is displayed |
| GRN no | Goods received note- GRN number associated with the Purchase order. Goods received note is a document that acknowledges the delivery of goods to a customer by a supplier. |
| Purchased by | System automatically loads name of the purchaser |
| E-Way Bill no. | E-Way bill number of the invoice is displayed. E-way bill is an electronic document generated on the GST portal evidencing movement of goods. |
Invoice value summary
This section contains the summarized amount details of Taxes added, gross amount, TCS amount and adjustments in in Invoice
| Field name | Field Description |
| Gross Amount | Total amount with Taxes added |
| Discount | Total discount value given on the item. “Discount on Items” value is loaded automatically |
| Assbl. amount | The assessed amount of the order |
| Tax amount | Total tax amount added for the invoice |
| TCS amount | Displays TCS(Tax collection at source) amount for the order. Tax collected at source (TCS) is the tax collected by seller from the buyer on sale so that it can be deposited with the tax authorities |
| Adjustment | Displays amount that is adjusted in an Invoice. Total value of invoice will be rounded off to the nearest decimal |
| Net Total | The total amount of the order items |
| Description | User can comment or enter short notes about the invoice |
Address details
| Bill from | Seller address |
| Bill to | Billing address |
| Ship From | From Address of main branch from where shipment is going to ship |
| Ship To | Shipping address (shipment destination address) |
Items
This section contains details of items in an order like items quantity, Item name, Invoiced amount and Taxes added.
| Field name | Description |
| Item name | Displays name of the item of an order |
| Quantity | Quantity of items ordered |
| SKU | Displays SKU code of the item. A SKU, which stands for Stock Keeping Unit, is a unique identifier for each of the products that makes it easier to track inventory |
| Invoiced qty | Displays quantity of invoiced items of an order |
| Tax group | Tax group name of the Taxes added for order items |
By clicking on particular Item name, it will navigate user to the Items module.
Tax Details
This section contains details of the Taxes added to the order items.
| Field name | Description |
| Tax group | Tax group name of the Taxes added for order items |
| Return no | Return order number associated with the purchase order items |
| Tax rate | Tax rate applied for the order items |
| Tax amount | Total amount of taxes added to the order items |
By clicking on particular Tax Details it navigates to Tax module.
Transactions
Order details
| Field name | Description |
| Order no | Order number associated with the purchased items |
| Ref no | Reference number of the order |
| Date | Date on which the order is placed |
| Quantity | Quantity of order items is displayed |
Return Details
| Field name | Description |
| Return no | Return order number associated with the purchased items |
| Ref no | Reference number of the order |
| Date | Date on which the return is placed |
| Quantity | Quantity of order items being returned is displayed |
GRN Details
| Field name | Description |
| GRN no | Goods received note – GRN number associated with the Purchase order. Goods received note is a document that acknowledges the delivery of goods to a customer by a supplier |
| Ref no | Reference number of the order |
| Invoice date | Date on which the invoice is created for the order |
| GRN Quantity | Quantity of order items for which GRN is created |
Payments
Details related to payments like payment number, payment date, total amount, payment mode and total invoice amount are displayed.
By clicking on specific payment, it will navigate user to the Payments module.
Adjustments
| Field name | Description |
| Adjusted from | Details of the amount that is adjusted from its related invoice, also amount paid, discount added and pending amount are displayed |
| Adjusted To | Details of the amount which is adjusted to its related invoice, also amount paid, discount added and pending amount are displayed |
Connect DC
This template allows user to connect DC (Delivery Challan) with the GRN number. Click on GRN number to connect GRN and click on Confirm to apply the details.
Activity
| Field name | Field Description |
| Comments | User can write short notes or comments about the Purchase Invoice |
| Audit | |
| Created Date | The date when the Purchase Invoice is created |
| Created By | The name of the person who created the Purchase Invoice |
| Last Updated Date | The last stage changed of the Purchase Invoice |
| Last Updated By | The name of the person who last updated the stage |
| Status | Displays the current status of the Purchase Invoice |
| Time-Line | This widget tracks all the activities within the app. |