2.4 Edit Bill

Editing a Bill

Clicking a bill on the listing page will allow a user to view more detailed information related to that bill. After editing the bill, users can click the ‘SAVE’ button to update the bill with the latest information.

2.4.1 Main details

Under the Main Details tab, the following information about the bill is displayed:

  • Branch

  • Location

  • Sales Agent

  • Transaction Date

  • Credit Terms

  • Reference

  • Remarks

  • Permit No

  • CRM Contact

  • Member Card

  • Currency

  • Sales Lead

  • Tracking ID

2.4.2 Lines

Lines Tab

The Line Items tab displays a listing of line items linked to that purchase invoice with the following information:

  • Item Code

  • Item Name

  • Unit Of Measurement

  • Quantity

  • Unit Price (Inclusive of Tax)

  • SST/VAT/GST

  • Transaction Amount

2.4.3 Delivery Details

Delivery Details Tab

The Delivery Details tab displays these information regarding the delivery for the purchase made by the user:

  • Require Delivery

  • Delivery Status

  • Delivery Region Code

  • Delivery Region Status

  • Delivery Logic

  • Delivery ID

  • Planned Delivery Date

  • Estimate Delivery Date

  • Actual Delivery Date

  • Delivery PIC Name

  • Delivery PIC Contact

  • Delivery Remarks

2.4.4 Settlement

Listing

Settlement Tab - Listing

The Settlement tab displays information regarding the settlements made by the user for the current outstanding bill, including:

  • Date

  • Amount

  • Details

  • Remarks

Add Settlement

Settlement Tab - Create

Users may also add new settlements to their outstanding bills by providing the following information:

  • Settlement Method

  • Date

  • Amount

  • Remarks

2.4.5 Export

Export Tab

The Export tab allows a user to export the current document into an applicable format or file type, which is a PDF for a sales invoice issued by the user’s supplier.

2.4.6 Attachments

Attachments Tab

Users may view any attachments uploaded to the outstanding bill under the Attachments tab. The listing provides the following information:

  • File Name

  • Size

  • Uploaded Date

  • Uploaded By