Add documents/lines
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HINT
The purpose of adding documents/lines in this way is to facilitate invoicing by not re-entering repetitive data, but simply adding it to an invoice that has already been issued.
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Adding documents/lines to an invoice makes it much easier to create an invoice by copying all the data from the lines of the selected document or set of documents and creating a new record from them.
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WARNING
At the moment, this functionality only applies to consolidated issue documents.
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The easiest way to use the feature is to create a new record, enter the customer and warehouse, and then select Add documents/lines in the wizard. The following window appears:
On the left-hand side, you can see the packing slips issued for the selected customer:
| (Sel.) |
Select the packing slips you want to transfer. |
| Packing slip |
Document number, in this case the packing slip. |
| Date |
Packing slip date. |
| Subject |
The subject for which the packing slip has been prepared. |
| Amount due |
The amount to be paid. |
| Warehouse |
Warehouse. |
On the right hand side, you can see the items that appear on each packing slip:
| (Sel.) |
Select the packing slips you want to transfer. |
| Line |
Line number of the item. |
| Item |
Short item name. |
| Title |
Long item name (description). |
| Quantity |
Item amount on the packing slip. |
You can download all packing slips and items, or select only individual ones. There are two action buttons at the bottom of the window:
| Cancel |
Cancels the process of adding documents/lines and returns to the previous form. |
| Add |
This button adds the selected packing slips or items to the issued invoice. |
Once the delivery notes have been transferred, a message appears: Operation complete.
Clicking on the Confirm button creates the invoice.