Purchase Duties
This article will take you through the Purchase - Duties section and how to make use of it.
The Purchase - Duties section is an automated section that displays a list of all the duties completed
thorough Suppliers.
Give you an instant and automated understanding of your earnings per duty.
Allow you to get an automated record of the total amount your supplier should be charging you.
Get a birds-eye view of how profitable your relationship is with your suppliers.
You can filter by supplier group, customer or supplier name, and Booking ID. You can also filter the details by a custom date range.
You can see the status of the supplier duties in the status tab. If the duty is completed it will show in the
completed state. If the if you have generated the customer side invoice for this duty the status will be
displayed as billed.
Estimated customer amount - This column will display the calculated amount that you would charge to
your customer. The amount displayed here is automatically calculated based on the pricing entered in the customer master.
Estimated amount - This column will display the calculated amount that you would pay your supplier. The amount displayed here is automatically calculated based on the pricing set in the supplier master.
This column will display the difference between the Est Cust. Amt. and the Est. Amt.
The supplier invoice column will let you know if an invoice has been raised for that specific duty. When
the supplier invoice tab is in the ‘pending’ state, it means that the supplier has not yet raised invoices for the duties they have completed or you have not entered the invoices that have been raised by them.
When the supplier invoice tab is in the ‘view’ state, you can click on the hyperlinked ‘view’ text to
view the invoice. This will take you to the invoice entered in the Purchase - invoices section.
View totals will show you the estimated customer amount, the estimated supplier amount and your
estimated earnings from these duties.
Generate custom duty slip - Use this to make any changes you would like, to the purchase duty slip
leaving the customer duty slip unchanged.
View duty slip - Click on this to get a quick view of the KM and Time of the duty as well as the
calculated supplier allowances and billing items.
Make adjustments - Use this to make adjustments to the supplier allowances calculated.
By clicking on view, you will get to know the total number of Supplier duties you currently have
completed.
All will contain all the purchase duties. Paid will have all the purchase duties for which supplier invoice has been generated and Unpaid will have all the duties for which supplier invoice has not been generated.
The Purchase - Duties section is an automated section that displays a list of all the duties completed
thorough Suppliers.
Purchase - Duties has been designed to,
Give you an instant and automated understanding of your earnings per duty.
Allow you to get an automated record of the total amount your supplier should be charging you.
Get a birds-eye view of how profitable your relationship is with your suppliers.
To get started go to Operations - Purchase-Duties.
Let's get acquainted with the Purchase - Duties section.
1 - Filters
You can filter by supplier group, customer or supplier name, and Booking ID. You can also filter the details by a custom date range.
2 - Status
You can see the status of the supplier duties in the status tab. If the duty is completed it will show in the
completed state. If the if you have generated the customer side invoice for this duty the status will be
displayed as billed.
3 - Est Cust. Amt.
Estimated customer amount - This column will display the calculated amount that you would charge to
your customer. The amount displayed here is automatically calculated based on the pricing entered in the customer master.
4 - Est. Amt.
Estimated amount - This column will display the calculated amount that you would pay your supplier. The amount displayed here is automatically calculated based on the pricing set in the supplier master.
5 - Earnings
This column will display the difference between the Est Cust. Amt. and the Est. Amt.
6 - Supplier Invoice
The supplier invoice column will let you know if an invoice has been raised for that specific duty. When
the supplier invoice tab is in the ‘pending’ state, it means that the supplier has not yet raised invoices for the duties they have completed or you have not entered the invoices that have been raised by them.
When the supplier invoice tab is in the ‘view’ state, you can click on the hyperlinked ‘view’ text to
view the invoice. This will take you to the invoice entered in the Purchase - invoices section.
7 - View Totals
View totals will show you the estimated customer amount, the estimated supplier amount and your
estimated earnings from these duties.
8 - Small gear icon menu
Generate custom duty slip - Use this to make any changes you would like, to the purchase duty slip
leaving the customer duty slip unchanged.
View duty slip - Click on this to get a quick view of the KM and Time of the duty as well as the
calculated supplier allowances and billing items.
Make adjustments - Use this to make adjustments to the supplier allowances calculated.
9 - Total
By clicking on view, you will get to know the total number of Supplier duties you currently have
completed.
10 - All, Paid, Unpaid
All will contain all the purchase duties. Paid will have all the purchase duties for which supplier invoice has been generated and Unpaid will have all the duties for which supplier invoice has not been generated.
Next: Purchase - Invoices
Updated on: 15/09/2020
Thank you!