Here's where you can create an invoice, and hence ensure that all items received get included in the inventory.

This page can be directly reached through:

  • The Create Invoice link in Inventory > Receiving.
  • The Receive Product not on P.O. button on the Find an Invoice page.
  • The Create button on the List All Invoices page.

However, if you already have a PO Purchase Order created for the order, the Create Invoice page can also be reached by looking up the PO Purchase Order on the Receive Purchase Order page and then clicking on the Turn PO Into Invoice button.

TO CREATE AN INVOICE FOR AN EXISTING PO Purchase Order:

  1. Open the Create Invoice page.

  2. Select the Supplier from the drop-down list.

  3. Select the Store from the drop-down list.

  4. Click on Select a PO.

  5. Click on the PO # for which you're creating the invoice in the Find a Purchase Order window.

  6. Enter the Invoice Number.

  7. Check the Invoice Date and change it if required.

  8. Check the Date Received and change it if required.

  9. Enter any notes for internal use in Internal Memo if required.

  10. Click on the Create button.

  11. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  12. Check the Tax^, Shipping and Rebate/Discount figures with the invoice received from the supplier, and update the values if required.

  13. Click on the Update button if you made any changes to the figures.

  14. Click on the View Order Discrepancies* button to check if there are any discrepancies between the PO Purchase Order and the invoice (discrepancies in order quantity and price will show in red in the Order Discrepancies window).

  15. Click on Close or the Close button to close the Order Discrepancies page.

  1. If you don't need to make any more changes to the invoice, click on the Close Invoice button.

    • Closing the invoice will add the stock received to the inventory.

    • A closed invoice can be re-opened so that it can be edited.

  2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

TO CREATE AN INVOICE FOR PURCHASES THAT DON'T HAVE A PO Purchase Order:

  1. Open the Create Invoice page.

  2. Select the Supplier from the drop-down list.

  3. Select the Store from the drop-down list.

  4. Enter the Invoice Number.

  5. Select the Invoice Date.

  6. Select the date on which the order was received in Date Received.

  7. Enter any notes for internal use in Internal Memo if required.

  8. Click on the Create button.

  9. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  10. Select the order in which you'd like the supplier products to be displayed in Product Sequencing.

  11. Click on the Show All Categories/Sub-Cats* button or the name of the category/sub-category of the supplier products you want to invoice.

  12. In the Product List window:

    1. Use the search bar on the Product List page if required.

    2. Enter the Quantity of the supplier products received from the supplier's invoice.

    3. Check that the Unit Price matches that on the supplier's invoice and correct it if required.

      Changing the Unit Price will update the Current Price of the Supplier Product for the store once the invoice is closed.

    4. Click on the Submit button.

    5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

  13. Check the Tax^, Shipping and Rebate/Discount figures with the invoice received from the supplier, and update the values if required.

  14. Click on the Update button if you made any changes to the figures.

  15. If you don't need to make any more changes to the invoice, click on the Close Invoice button.

    • Closing the invoice will add the stock received to the inventory.

    • A closed invoice can be re-opened so that it can be edited.

  16. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Associated Settings

  • Supplier Product controls each package size of inventory items as supplied by the vendor.

  • Supplier Product Bulk Update provides an easy method to quickly update the availability and pricing of multiple supplier products.

  • Suppliers controls vendor settings for all stores.

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.