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How to generate a Commercial Invoice

How to generate a Commercial Invoice

How to generate a PDF version of the Commercial Invoice

  1. Select Warehouse

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2. Once the Warehouse screen has been selected you will need to select the Dispatch Tab at the top of the screen.

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3. The top section of the Dispatch screen allows you to search for an order in a number of different ways.

  • Customer

  • Line

  • Sales Order/ Purchase Order Number

  • Invoice Number

  • Style Number

  • Barcode

  • Order Type

  • Warehouse

4. Tick the box next to the sales order that you need to create the commercial invoice for and select Pick Ticket.

A pop up window will appear with a list of options. Select Commercial Invoice and additional options will then appear next to it.

5. There are a number of options to customize your commercial invoice depending on what quantities and price you need to show.

  • You can choose to generate the invoice in PDF or excel by selecting the PDF drop down menu

  • You can select from SO quantity, allocated quantity, packed quantity and invoices quantity

  • You can select the SO price, make price or buy price from the price drop down

6. There are additional options below that allow you to choose what you would like to appear on the invoice. Simply tick the box next to the ones you would like.

7. Once you are happy with your selections, press Print and a preview of the invoice will then appear.

 

8. From there you can then choose what you would like to do with your invoice using the buttons to the right.


How to generate an EXCEL version of the Commercial Invoice

  1. Follow sample steps as the top however select EXCEL below
    Click Print once done

  2. Once done an excel appear with the relevant data.
    If you have selected many sales orders it would have created a zip file which you can uncompress and open each individual excel up.





To find the SUPPLIER/MID# go into the supplier screen and locate it bottom right:

 

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