Create and Manage Bills in Evolv WMS
Create and Manage Bills in Evolv WMS
1. Click on Bills
2. Click on Create New
3. Click on Create Bill
4. Search a Supplier
5. Select the Supplier
6. Populate the supplier invoice number
7. Add any relevant External references
8. Select a Due date
9. Select a VAT capture mode
The VAT capture mode on a bill decides if the entered amounts include or exclude VAT. Exclusive (Excl) means VAT is added on top of the entered amounts, while Inclusive (Incl) means the amounts already include VAT, and the system calculates the VAT portion from the total. Use the mode that matches how your supplier’s invoice is presented.
10. Click on Add item
11. Populate the product code , description, quantity and Price.
For new items, enter the product code. If the item already exists, simply select it from your inventory as shown in the next example.
12. Select the Magnifying glass
For existing items, you can search for parts in your inventory by clicking the magnifying glass icon.
13. Click on Add on the item you are selecting into your bill.
14. Populate the Quantity and Price
15. Click on Generate Bill
16. Click on Print Actions
17. Click on Print Bill
18. Click on Digital Actions
19. Click on WhatsApp Supplier or Email Supplier
When sending via WhatsApp, ensure you’re logged into WhatsApp Web or the WhatsApp app on your device. This will send a digital bill to the supplier. If you choose email, it will send through your default mailbox, such as Outlook.
20. Click on Other Actions
21. Click on the desired button
The Edit Bill button lets you modify the bill and update items. Return Goods allows you to create a supplier return, and Void Bill will cancel the bill entirely.
22. Click on Return Goods
23. Select a Return Date
24. Remove the items that don’t need to be returned and specify how many units are to be returned.
25. Click on Submit
26. Click on "Goods Returned"
27. Print or Void the Supplier Return
28. Click on Add Payment
29. Populate the amount and Payment type
30. Click on Submit Payment
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