Discover the Best Jewellery Invoice Format for Facilities

Jewellery invoice format for Facilities

hi there so just going to run through for you in this video how be manager Pro can help you to organize your invoices and your inventory as well so that when you actually sell pieces it will take care of your stock levels for you and let you know what you're actually running out of so if I just jump in here now to the invoices section now I don't have any here at the moment so I'm just going to create a new invoice and I've just got the one customer in here that I've set up already so your list of customers you enter their details in here and you can select any one of those from the menu so I'll just select John do as my test customer okay now all of John's details get filled in over here so these details I've already set up in the customer section here uh put in here so regular address and you may have a different shipping address for customers which would be in here now I can put in set purchase order terms for this maybe cash on delivery message you business always good to rep out to the customers um comment if there's anything else that you need to add um you can put in the English that show that's today uh shipping method and payment C which cash on delivery would be cash now there's a payment date here and shipping date as well I'm just going to leave the payment date blank for a second and we'll say that the shipping date is today and we can see that the invoice status is open um because no payment date has been entered yet so if we put in one item we'll just add in an item here which brings up this this uh extra bit down here so we'll add in one okay I've just got one sample piece in my items list here now OB see the more pieces you've got then you can select them from the menu here I've just got one to make it easier for the demonstration purposes here select that and as we saw in the previous video um the different price points are already calculated for the piece depending on the parts that we used to create it so the $115 price I want to sell that to John for and over here the tax rate is taken from the admin section you would Asser previously when you first put up your uh company information so the subtotal for the product is over here and if you want to give them a discount when you can and the tax is calculated based on these these fields already so we can put in uh shipping and handling as well so $3 Okay so the total is calculated there automatically now what I can do from here is just want to print this invoice off okay just that out a second right so we can see because this is just a test invoice just the test details I've got in here and who it's being invoiced to who it's being shipped to uh the description of whatever it is that you're selling to them the category and pricing so say no so I don't actually want to print this off okay now the next thing is actually going to ask as well is going to say do you want to print a shipping label as well so you can print a shipping label straight off um with this to go with the invoice if you're going to put this in a box or packet in any way so you can pick whether it's the shipping or the customer label I'm just going to say no to these because I'm not actually going to print any labels off here but if you do that it will just take you to your default printer okay so that's an invoice and a label have been printed off now for this customer directly and I just want to show you one thing here now we added in uh one piece here and if you notice this alert button turned red over here when we did that so if we go to our alert section in here then we've got an alert come up for this piece so it's tell me you're running low on this stock so if I click into s piece now this piece when I created it I made three and there's one left in stock now and I put an alert when the quantity reaches one so I want an alarm to come up when there's one piece left in stock so the alarms come up shows me over there so I can easily click through see what's come up in the alarm click on the alarm and come back to any section I want and that will happen for any piece and also the same for any parts so as you're creating a piece then you add in the parts in here and any alerts that come up as you add these uh add these parts in then you'll get the alarms come up in exactly the same way and it can tell you when you're running out of your beads or your strings or any of your CLS or any of the items that you need to create pieces now as you noticed I only added one one of these pieces to the invoice that I made and the reason why it still count alert even though there were three made in total go back into section in the Consignments area in here just the same as invoicing I've created a consignment for JN so if people are selling your jewelry pieces for you then you can create a consign order for them just like an invoice puts in all their details so turns 14 days you might want to sell it in a message for them and just the same as we mentioned in for the invoice we just add in the item putting the details in there and this it sold so once it's been sold it automatically gets taken out of the inventory and then we can actually just create an invoice straight from our consign order here and once we create that invoice that will be added to the invoice list that we see before so that's just really easy way to take care of your your invoicing any labels that you need to print out and also your stock labels as well at the same time just using