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Alto invoice for Inventory

in this video I'm going to do a walkthrough of the workflows related to creating an invoice from a sales order and creating a bill from a purchase order or an outsourced purchase order now once the integration is live and active you're going to see the new columns that will appear on your cell screen which includes the invoice column here and also on the buy screen which is an overview of your purchase orders you'll see a bill column here as well and on the outsourced purchase order list the same thing will apply with a new column for bills now when you're generating these documents in xero from the cell screen for example you can either do it here on the sell screen list where you would choose create invoice or you can also go inside of the documents this is applying for both sales orders and purchase orders and Outsource purchase orders and you'll see the actual information here in the top right so in this case I've already made a invoice for this sales order but if we go into the sell screen I can generate the invoice directly from the cell screen itself for this sales order by choosing create invoice so once that invoice is actually created in xero through the integration it'll turn green and that will actually become an active link and that active link will always travel with this sales order now if we open up the sales order you can see that there's some information in here such as the customer the sales order number there's also a bill to and ship to address available in here and uh here here are all of the items with their respective tax rates in addition your total value so when that zero invoice is created if we click on it what will happen is it will open up a brand new tab where you'll have the information in here now as I went through the last video I showed that when you set up the integration you can push the invoices over either as a draft not or waiting approval and also approved we chose approved so this is a live and active invoice for your revenue and sales so inside of here you can see information that has pulled over and this would include mainly the data that's inside of your xero account which is mapped through your customer name and email address so here is the customer name there isn't an Associated address with this name so we don't see it here but if you do have an address that's associated with the name it should appear here it can also be pulled from the sales order date due date and here is the invoice number so this is the invoice that's created from that sales order being made through the integration there's also a reference number so anytime you have a sales order that's being pushed to an invoice the reference will match to the sales order number so you have a matching invoice directly to your sales order number a couple of zero specific items but item codes are the same as katana skus description as well quantity unit price that all of this passes over the account that was mapped to so for example we chose the sales revenue account for sales order invoices the tax rate that was also mapped during the setup process will appear here total amount will be here as well and then down here at the bottom you can see some information related to the history of this invoice in this case it was created through xeros API from the katana manufacturing Erp application so lots of things are happening with this integration but most importantly it's very easily accessible directly from the katana Apple Itself by just choosing that link now also uh for these links when you're creating invoices you can easily go inside of the sales order itself and choose create invoice and it will be pushed directly from this page as well now when we head over to our purchase order list on the buy screen you'll have a list of your POS here which works exactly the same way same exactly same exact type of workflow choose the not build select create Bill and then this will push that bill directly into your xero account that will then become an active link which you can open up and in the settings page we chose to create bills that are already approved through this workflow and here you'll see the reference which would be the purchase order that links back to this bill and also the correct supplier and the items item codes for your materials the item description the quantity as well as the mapped expense account and tax rates as well as totals here so this is already a good to go Bill linked back to your supplier and uh you can see the history as well here at the bottom where it shows that this bill was created through the same API as well as from the katana manufacturing Erp application so that's basically how that works that same information will be available inside of the purchase order too so you can just click right into it and off you go directly into your xero accounting platform and last but not least this also applies to any businesses that are doing outsourced purchase orders meaning that you're buying Manufacturing Services you can go directly into your Outsourcing sub Tab and then choose the not build option and create a bill directly for your outsourced purchase orders as well so I hope that gives you a nice overview of how this integration works of course if you come across any trouble you're more than welcome to write to our team always happy to help and I hope that you have great success using this integration with katana