HOW TO CREATE A VENDOR INVOICE (Reconcile Parts Invoice)


  1. From the Blackpurl Header > Click User-added image  > User-added image

  

User-added image
  1. The Select a Vendor window will allow you to search for the relevant Vendor:
User-added image
As you type your search keyword, the system will start listing the search results that match.
In our example we are looking for the Vendor The Widget Factory, we type in Widget as the keyword > click on your Vendor name to select

User-added image
TIP: To create a new Vendor > click on User-added image > follow the prompts to setup your new Vendor.
After selecting your Vendor, the system will automatically open the Vendor Invoicing screen and add the Vendor's details to it.

  1. Type in the relevant Invoice and the Invoice Date (these are required fields)
User-added image
  1.   It will list any unmatched packing slips - select the packing slip that you are matching this Vendor Invoice to by checking the relevant checkbox 
User-added image

  1. Once a packing slip is selected, all items on that packing slip will list in Invoicing section.  This is now the time when any variances are corrected.
User-added image

 Click on the item (in the ITEM/DISC column) to open up the line item - make the change in the relevant section ie Cost.

User-added image
Repeat this step for all line items that have variances.

Remember that - the amount of the Blackpurl Vendor Invoice must equal the amount of the hard copy of the Vendor Invoice that you are processing.

In this regard the user may need to add a freight FEE or a rounding FEE to the Other Charges section of the Invoice.

The FEE will need to be already created and available to use in your Blackpurl. For further information on how to create a FEE, review our article - How to Create a New Fee

Once the FEE is available in Blackpurl, to add it to the Vendor Invoice, scroll to theUser-added imagesection and click on User-added image
  • This will take you to the Search to add section for you to search for and select the relevant FEE.
  • Once the user has added the relevant FEE to the Other Charges section, the user will need to change the information and Cost to suit.  
  • Blackpurl does give the user the ability to do both a positive and negative amount.  
User-added image

Once you are happy with the Vendor Invoice processing, click on User-added image