Working on Direct Invoice | Scribe

    Working on Direct Invoice

    • Spice Admin |
    • 21 steps |
    • 4 minutes
    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

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    Login to Spice portal <https://womsdemo.spiceinsight.io/AutoInvoice>
    information ordinal icon
    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
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    Navigate to the Sales Order tab to see the list of sales orders.
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    Click on the Order to start direct invoicing process.
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    In the sales order screen, **DIRECT INVOICE** option will be available for user to create an invoice directly from sales order.
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    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.
    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.
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    Click on **Charges & Allowances** tab to add charges or allowances to the Invoice.
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    Click on green (**\+**) to add Allowance/Charges.
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    If allowance is selected from the indicator drop down, enter all the mandatory fields for the respective allowance.
    If allowance is selected from the indicator drop down, enter all the mandatory fields for the respective allowance.
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    - 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.
    - 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.
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    To enter tax details into the invoice, please click on the **Tax Information** tab.
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    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**
    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

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    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

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    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.
    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