Discover a Supplier Invoice Example for Product Management that Streamlines Your Processes

Supplier invoice example for Product Management

hi it's James Mitchell here's another video on Workshop software I really hope you get some great value from it and you enjoy it all the [Music] best hi welcome to this video about an update that's been added into Workshop software th this one is really exciting it's uh something that we've had numerous clients ask us about and uh we're really excited to add this new feature into the system what it involves is a attaching a supplier invoice to a customer invoice so it really helps with how you manage your products and making sure that you're billing out your products to your customers so let's go take a look so first up what I'm going to do is I'm going to go and do a supplier invoice I'm just going to choose any supplier in this case I'm going to use Repco and I'm just going to add a couple of products in I I'll put my reference number in there first and I'll add my products in there so I'm going to do a set of 1045 pads maybe an a360 filter and I'm going to add those couple of products onto this invoice what I'm going to do now is I'm going to save this transaction it doesn't mean that I've processed it yet I've just saved it as an open transaction I can then click the star which is our actions button and you'll notice that there is attached to invoice on there what that means is is that I can attach one or more of these products onto one or more customer uh Supply you know customer invoices or customer transactions that are currently open in your Workshop so let's go take a look if we click on that I can now say for example I'll set the choose the pads I could choose both if I wanted to and add them onto one invoice but I'm going to just do one at a time and just show you a couple of different ways of doing this so I'm going to now click this green tick and what this does is open up a a list box and I can now go and choose this particular TR or any transaction go select and you'll see here that the job card is now listed against that particular particular line item I'm just going to go and do that again and the a360 I'm going to go and put that onto a different transaction and I'm just going to put this on to Mary smi's transaction here and you'll notice now she's got that job card number against that and I'm going to go and process this transaction now so if I process it it's done those items have now gone onto those particular invoices for those customers so let's go take a look so we just jump into the job center now and we're going to open up these transactions so open up the first one this ABC electrical and what you'll notice here is that this DB 1045 that's actually been automatically added onto that customer invoice for that customer right so I haven't entered that in that's actually been processed across there from uh that supplier invoices that we gone and added it on let's go also and I'll show you the mer SMI one as well so if we just open up this transaction what you can see here is that that uh again at the bottom of her transaction this a360 has been added in so that's uh you know come across directly from A supplier invoice as well so now what I can do is I just want to show you one more little thing so if we scroll up and we can see here that there's a new little drop- down box which is the supplier invoices attached you'll notice too that there's orders attached so if I click on that this one actually's got an order attached as well so very similar functionality works with orders so this has got an order number here which is on order uh so it's not been finalized yet this one here so there's a Z4 79a on order for this particular invoice and you can see that our supplier invoices that's been attached has been is on there as well in this you can have as many transactions as you like you can have all sorts of different suppliers uh you can have the same supplier with multiple invoices all that sort of stuff you can have an unlimited number of transactions appearing both in the supplier invoices and the orders so uh if it it really is a great feature that allows you to make sure that you're putting your items onto your customer invoices the last thing you want to do is let a customer drive out of your Workshop Without You billing them for a part that they've actually got you fitted onto their car so this really does help to eliminate or effectively alleviate that particular problem so again really excited about this update I really hope you find at Great Value and uh continue to get awesome value from Workshop software thanks