Audience: Suppliers using Orders Beta

You can ship and invoice an order at the same time through Orders Beta. You’ll enter shipment details first and then create an invoice. Invoicing through Orders Beta enables you to use Invoices Beta and its features and benefits. Be sure to enable the Beta toggle at the top of the Create Invoice page.

Note: The options you see for invoices may vary based on your retailer’s invoicing policy.

 

Step 1: From the navigation menu, select Workflows > Orders Beta.

Step 2: On the Orders Beta List View, click the PO Number of the shipped order you want to invoice.

Step 3: On the Order Beta Details page, click Ship. 

Note: Depending on the order, you may need to click Ship > Add Tracking Numbers.

Step 4: On the Ship Order page, fill out the required SHIP DETAILS (such as Ship Date or Tracking Number) and then click Ship & Invoice.

Step 5: A confirmation message appears in the lower right corner.

  • If your retailer requires you to submit an invoice for each shipment, go to Step 6.
  • If your retailer requires you to submit an invoice for the entire order, go to Step 7.

Step 6: On the Select Shipments pop-up, you’ll see your retailer’s invoicing policy displayed at the top. Depending on your retailer’s invoicing policy, select the line items/shipments you want to invoice and click Create Invoices.

Note: The options and button will vary based on the number of invoices you are required to create.

Step 7: On the Create Invoice page, make sure the Beta toggle button is enabled to use Invoices Beta. Enter the invoice details required by your retailer (such as Invoice ID or Invoice Date) and click Create.

Note: If you are creating multiple invoices for the order, enter the invoice details required by your retailer and click Save and Create Next. Repeat this step as needed.

A confirmation message appears in the lower right corner of the page. On the Order Beta Details page, the Order Details section is updated to include links to the invoices you just created.

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