Requirement
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Before you can follow these steps, you must first have created a purchase order.
Click here for the steps.
Step 1 - Invoicing
On the dashboard, you will find several tiles, including Invoicing. When you click it, several options will appear under this button.
Step 2 - Open Purchase statement
Here you will find the Invoices item with the Purchase statement option. Clicking it will display an overview of your companies.
Step 3 - Open the company
You can open the desired company by clicking the Open button. This blue button is located on the right, next to the company name, in the Actions column.
You will then be taken to a screen showing an overview of the purchase statements that have already been created.
Step 4 - Create a new purchase statement
At the top of the overview list of purchase statements, you will find the green New purchase statement button. Clicking it opens the screen for creating a new purchase statement.
Select the supplier from whom you purchased the fruit in the corresponding field.
Once you have started a numbering sequence, the system will automatically continue it and increment the number.
Orders
On the left-hand side of your screen, select the purchase orders you want to add to the purchase statement. Can’t see the desired order? Adjust the display using the drop-down menu to the right of Orders.
Select All to show all orders, Uninvoiced to show only orders that have not yet been invoiced, or Invoiced to show only orders that have already been invoiced.
You can select orders by clicking the checkbox next to the code. If you want to select all orders shown on your screen, click the checkbox at the top of the list.
Purchase statement details
Recipient: Select the correct company within your Agromanager environment, which is the recipient of the goods.
Supplier: The company from which the goods originate.
Show exclusive items on statement: If set to “Yes”, the exclusive items are shown at 0 euros. If set to “No”, the exclusive items are not shown on your purchase statement.
Date: Enter the purchase statement date here.
Purchase statement number: This will be filled in automatically, but can be changed.
Reference: Which reference do you want to assign to this purchase statement? When creating the next purchase statement, the system will suggest a reference. For example, if you choose “IKO/2020/0001” for this purchase statement, it will suggest “IKO/2020/0002” for the next statement.
Remark: You can add any additional remarks here.
Cost types: Which cost do you want to include in your purchase statement?
Step 5 - Save the purchase statement
You will then be taken to the screen where you can edit your purchase statement. You can still make changes here before saving the purchase statement permanently.
At the bottom of your screen, under Overview, you can enter the price for the items on your purchase statement.
Once you have checked everything carefully and all details are correct, click Save again in the bottom-right corner.
You will then see a screen containing all the details of this purchase statement.