The North West Company E-Invoice user manual-Spice Insight Portal
- Spice Admin |
- 46 steps |
- 3 minutes
LOGIN
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Navigate to <https://spiceinsight.io/>
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Click on the Spice Insight Portal link to access the portal. Enter the user credentials in login screen and Click "**Login**" to enter into account.
Tip!
In case user forgot your username/password it can be retrieved in email by clicking on Forgot password option.\
User can reach out to Support by email or phone if they continue facing issues\
• Email: [[email protected]](mailto:[email protected])\
• Phone: 1-888-400-7950 x300
ITEM MANAGEMENT
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**Item mapping** is a crucial and mandatory step in the process of creating E-Invoices. It involves the systematic organization and categorization of products business offers, ensuring that each item is accurately defined and uploaded before invoicing.
To facilitate this process effectively, the item master must include essential attributes such as:
1. **GTIN (Global Trade Item Number)**
2. **Item Name**
3. **Item Description**
4. **Internal SKU (Stock Keeping Unit)**
5. **ATP (Available to Promise)**
6. **Unit Price**
Follow below steps to upload Item Master:
Once logged in Click on Settings.
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To maintain the item details, the user needs to click on **Item Master** in the settings.
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On the Item Master page, the user will see three options:
- **Search Option**: To search for already added items.
- **Browse Item Master File**: To add a list of items simultaneously using an Excel upload file.
- **Add Item**: Allows users to add items one by one.
In this case, we will use the **Browse Item Master File** option. The user needs to click on the browse icon and select the item master template file from their local computer.
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Once uploaded, verify the details in the pop-up and click **Save**.\
Click on **Close** to exit the screen.\
Then, click on **Save** in the Item Master screen.
ADDRESSES
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Updating the **Remit To** and **Ship From** addresses is a mandatory step before creating an E-invoice. Providing accurate and complete address information is essential to ensure EDI compliance.
To add the **Remit To** and **Ship From** information, navigate to **Settings** and click on **Locations**.
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Click on **Add Location** to update the **Remit To** and **Ship From** information.
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Click on **UPDATE** to save the entered location details.\
After the address has been updated, click on **CLOSE**.
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Click on **SAVE** on the location screen.
E-INVOICE
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Once the settings are completed, the user needs to click on **Invoices** from the left menu to access the E-Invoice page.
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Click on the **CREATE INVOICE** button.
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The user can select a desired ship-to location by clicking on the **SELECT SHIP TO** dropdown. All saved ship locations for the trading partner will be visible for the user to choose from.
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Click on the **Remit To** tab to select the Remit To address for the same trading partner.\
Choose the Remit To address from the dropdown menu.
Tip! To send an invoice, the user needs to complete several mandatory fields throughout the invoice process.