Working on Auto Invoice
Spice Admin
20 steps
3 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.
AUTO INVOICE
2
Navigate to Portal <https://womsdemo.spiceinsight.io/AutoInvoice>
Tip! Once user Submitted the ASN (Partial/Complete). WOMS creates an Invoice for the Submitted ASNs.
3
User can access all the invoices generated for submitted ASN's from the left navigation panel. Click on "**Invoices**" to see the recently created Invoice on top.
4
Click On **Document Type**, **Customer PO** or Clicking on three dots at the end of the documents and select **View/Edit** to open the auto Invoice for further processing.
5
Enter the details in the mandatory fields in **Shipment Details** page.
6
Click on **Charges & Allowances** tab to add charges or allowances to the Invoice.
7
Click on green (**\+**) to add allowance/charges tab.
8
If allowance is selected from the indicator drop down. Enter all the mandatory fields for **Allowance**.
9
- To add an additional **Allowance/Charges** tab, click on the green (**\+**) icon. - If **Charges** is chosen from the indicator drop-down menu. - Fill in all the mandatory fields for **Charges**. - 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.
10
11
To enter tax details into the invoice, please click on the **Tax Information** tab.
12
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
13
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
14
Similar to **SHIP TO LOCATION,** if user selects the **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 on BILL TO LOCATION
Exempt Taxes
15
User can select **EXEMPT TAXES** add **Tax Exemption Code** in Tax Jurisdiction if they don't want any Tax to be calculated for the Invoice.
Other Location
16
Click on **OTHER LOCATION**.
17
Click the **Tax Jurisdiction** field.
Alternate Tax Jurisdiction
18
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.
19
Click on **Tax Name** to select the type of taxes we have predefined into the system and then enter either the **Tax Rate** or **Amount** which will be directly added to the Invoice.
20
Once the changes are finalized user can process the Invoice by clicking on the **SEND INVOICE** button at the bottom of the screen.\ Then Click CONFIRM and CLOSE to close the pop-up.
Working on Auto Invoice
Spice Admin
20 steps
3 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.
AUTO INVOICE
2
Navigate to Portal <https://womsdemo.spiceinsight.io/AutoInvoice>
Tip! Once user Submitted the ASN (Partial/Complete). WOMS creates an Invoice for the Submitted ASNs.
3
User can access all the invoices generated for submitted ASN's from the left navigation panel. Click on "**Invoices**" to see the recently created Invoice on top.
4
Click On **Document Type**, **Customer PO** or Clicking on three dots at the end of the documents and select **View/Edit** to open the auto Invoice for further processing.
5
Enter the details in the mandatory fields in **Shipment Details** page.
6
Click on **Charges & Allowances** tab to add charges or allowances to the Invoice.
7
Click on green (**\+**) to add allowance/charges tab.
8
If allowance is selected from the indicator drop down. Enter all the mandatory fields for **Allowance**.
9
- To add an additional **Allowance/Charges** tab, click on the green (**\+**) icon. - If **Charges** is chosen from the indicator drop-down menu. - Fill in all the mandatory fields for **Charges**. - 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.
10
11
To enter tax details into the invoice, please click on the **Tax Information** tab.
12
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
13
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
14
Similar to **SHIP TO LOCATION,** if user selects the **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 on BILL TO LOCATION
Exempt Taxes
15
User can select **EXEMPT TAXES** add **Tax Exemption Code** in Tax Jurisdiction if they don't want any Tax to be calculated for the Invoice.
Other Location
16
Click on **OTHER LOCATION**.
17
Click the **Tax Jurisdiction** field.
Alternate Tax Jurisdiction
18
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.
19
Click on **Tax Name** to select the type of taxes we have predefined into the system and then enter either the **Tax Rate** or **Amount** which will be directly added to the Invoice.
20
Once the changes are finalized user can process the Invoice by clicking on the **SEND INVOICE** button at the bottom of the screen.\ Then Click CONFIRM and CLOSE to close the pop-up.
