Order reporting
Report without existing order
Sometimes it happens that an employee goes to a store near his project and picks up some products that are needed for his work. At the end of the month, when an invoice arrives, it is difficult to approve it because no orders were placed for it.
Our system provides an effective solution to the issue of taking goods without an order. After the employee takes goods from a store, he reports the taking of goods without an order on a special screen in the application and takes a photo of the receipt he received at the store.
The report without an order action creates both an order and a PO for it for easier review of the vendor invoice when it arrives.
Reporting existing orders
After producing a purchase order, the recipient of the goods reports via computer software or an application that the goods have been received, including the ability to photocopy the receipt.
The recipient of the goods only sees the orders for his project and easily reports the quantities received for each item. An order can be reported multiple times depending on what is happening in reality.
After reporting receipt of all the quantities we ordered, the order moves to the "Reported" status, which removes it from the reporting screen. This way, you only see future orders that are due to arrive.
בדיקת חשבונית ספקים
בדיקת כמות ואיכות
In each report of receipt of goods, the recipient reports the quantity that arrived and attaches a photocopy of the receipt. After receiving supplier invoices, we begin by checking them against orders that were sent and the reports made by people who received the goods.
The software summarizes for each item the quantity ordered against the cumulative quantity that arrived.
In addition to the goods arrival report, you can record the delivery note number and general comments on the quality of the products received. This way, each invoice is confirmed while analyzing the quantity ordered and the quantity actually received.
שליטה במחיר
When an order is sent to a supplier, it includes a quantity and price for each item. Sending an order including prices commits the supplier to the price in the order. The supplier cannot charge an invoice for more than the price listed in the order that he received and agreed to by supplying goods.
From now on, no matter how much the supplier owes you on a tax invoice, you will still pay the price in the order you sent. An invoice review system allows you to associate orders into invoices and determine an approved amount for payment.
Determining an approved price for payment
After associating all orders and products that have arrived with a supplier invoice, an approved amount for payment is received. The invoice amount does not have to be equal to the approved amount for payment.
Signing invoices
After we have determined an approved amount for payment for each invoice, it can be signed twice by two different people according to the definition of signing permissions.
Making payments on signed invoices
מנהל חשבונות יכול לראות במסך ייעודי את כל החשבוניות החתומות שטרם שולמו ולהפיק אליהם תשלומים למשל שיקים אך ורק עד לסכום שאושר לתשלום.