Working on Direct Invoice
Spice Admin
21 steps
4 minutes
Spiceinsight
1
As per Trading partners requirements Spice Web Order Management Portal can generate invoices for end users. They are: - Auto Invoice - Auto invoice refers to the invoice which follows standard flow and will be generated based on submitted ASN. - Direct Invoice - Direct invoice refers to the Invoice which can be directly submitted based on order details without any shipment.
DIRECT INVOICE
2
Login to Spice portal <https://womsdemo.spiceinsight.io/AutoInvoice>
Tip! Once user confirmed the Order and ASN is not a Mandatory Document as per the Trading Partner Workflow. User can generate Direct Invoice from Sales Order Page
3
Navigate to the Sales Order tab to see the list of sales orders.
4
Click on the Order to start direct invoicing process.
5
In the sales order screen, **DIRECT INVOICE** option will be available for user to create an invoice directly from sales order.
6
User will be redirect to the **Invoice** Screen. Enter the details in all the mandatory fields under **Shipment Details** tab to start the invoicing process.
7
Click on **Charges & Allowances** tab to add charges or allowances to the Invoice.
8
Click on green (**\+**) to add Allowance/Charges.
9
If allowance is selected from the indicator drop down, enter all the mandatory fields for the respective allowance.
10
- To add an additional **Allowance/Charges** Tab, click on the green (**\+**) icon. - If **Charge** is chosen from the indicator drop-down menu. - Fill in all the mandatory fields for the the respective charge. - The system offers predefined codes in the **Charges/Allowance Code** that can be selected. - Users have the option to input either percentage or amount values. - When an **Amount** is entered, the system will automatically calculate the corresponding **Percentage**, and conversely, if a **Percentage** is entered, the system will calculate the **amount** automatically.
11
12
To enter tax details into the invoice, please click on the **Tax Information** tab.
13
By clicking on **TAX JURISDICTION** users can access and view all available tax options. - **Ship to Location** - Tax will be automatically added based on provided **Ship To** location. - **Bill to Location** - Tax will be automatically added based on provided **Bill To** location. - **Other Location** - We have provided list of location for User to select from. - **Exempt Taxes** - To Exempt Tax user can select this option. - **Alternate Tax Jurisdiction**
Ship To Location
14
When you select **SHIP TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the order's **Ship to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.
Bill to Location
15
Similar to **SHIP TO LOCATION** if user select **BILL TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the Order's '**Bill to**' location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.\ Click BILL TO LOCATION.
Exempt Taxes
16
User can select **EXEMPT TAXES** and add the **Tax Exemption Code** in Tax Jurisdiction if they don't want any tax to be calculated for the Invoice.
Other Location
17
Select **OTHER LOCATION**.
18
Click on the **Tax Jurisdiction** field.
Alternate Tax Jurisdiction
19
We have provided an **Alternate Tax Jurisdiction** option to users where they can select all the predefined provinces or they can select **Others** to enter the Tax name and respective details.
20
Click on **Tax Name** to select the type of taxes we have predefined into the system and then enter either **Tax Rate** or **Amount** which will be directly added to the Invoice.
21
Once the changes are finalized user can process the Invoice by clicking on the **SEND INVOICE** button at the bottom of the screen.\ Click CONFIRM and CLOSE to close the pop up.
Working on Direct Invoice
Spice Admin
21 steps
4 minutes
Spiceinsight
1
As per Trading partners requirements Spice Web Order Management Portal can generate invoices for end users. They are: - Auto Invoice - Auto invoice refers to the invoice which follows standard flow and will be generated based on submitted ASN. - Direct Invoice - Direct invoice refers to the Invoice which can be directly submitted based on order details without any shipment.
DIRECT INVOICE
2
Login to Spice portal <https://womsdemo.spiceinsight.io/AutoInvoice>
Tip! Once user confirmed the Order and ASN is not a Mandatory Document as per the Trading Partner Workflow. User can generate Direct Invoice from Sales Order Page
3
Navigate to the Sales Order tab to see the list of sales orders.
4
Click on the Order to start direct invoicing process.
5
In the sales order screen, **DIRECT INVOICE** option will be available for user to create an invoice directly from sales order.
6
User will be redirect to the **Invoice** Screen. Enter the details in all the mandatory fields under **Shipment Details** tab to start the invoicing process.
7
Click on **Charges & Allowances** tab to add charges or allowances to the Invoice.
8
Click on green (**\+**) to add Allowance/Charges.
9
If allowance is selected from the indicator drop down, enter all the mandatory fields for the respective allowance.
10
- To add an additional **Allowance/Charges** Tab, click on the green (**\+**) icon. - If **Charge** is chosen from the indicator drop-down menu. - Fill in all the mandatory fields for the the respective charge. - The system offers predefined codes in the **Charges/Allowance Code** that can be selected. - Users have the option to input either percentage or amount values. - When an **Amount** is entered, the system will automatically calculate the corresponding **Percentage**, and conversely, if a **Percentage** is entered, the system will calculate the **amount** automatically.
11
12
To enter tax details into the invoice, please click on the **Tax Information** tab.
13
By clicking on **TAX JURISDICTION** users can access and view all available tax options. - **Ship to Location** - Tax will be automatically added based on provided **Ship To** location. - **Bill to Location** - Tax will be automatically added based on provided **Bill To** location. - **Other Location** - We have provided list of location for User to select from. - **Exempt Taxes** - To Exempt Tax user can select this option. - **Alternate Tax Jurisdiction**
Ship To Location
14
When you select **SHIP TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the order's **Ship to** location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.
Bill to Location
15
Similar to **SHIP TO LOCATION** if user select **BILL TO LOCATION** in Tax Jurisdiction, our system will verify the region provided in the Order's '**Bill to**' location. In the below example, the address received includes **Ontario (Canada)** as the state, which is why our system automatically added the standard **GST** at a rate of **13%** to the invoice.\ Click BILL TO LOCATION.
Exempt Taxes
16
User can select **EXEMPT TAXES** and add the **Tax Exemption Code** in Tax Jurisdiction if they don't want any tax to be calculated for the Invoice.
Other Location
17
Select **OTHER LOCATION**.
18
Click on the **Tax Jurisdiction** field.
Alternate Tax Jurisdiction
19
We have provided an **Alternate Tax Jurisdiction** option to users where they can select all the predefined provinces or they can select **Others** to enter the Tax name and respective details.
20
Click on **Tax Name** to select the type of taxes we have predefined into the system and then enter either **Tax Rate** or **Amount** which will be directly added to the Invoice.
21
Once the changes are finalized user can process the Invoice by clicking on the **SEND INVOICE** button at the bottom of the screen.\ Click CONFIRM and CLOSE to close the pop up.
