Understanding Purchase - Duties

The Purchase - Duties section is an automated section that displays a list of all the duties completed by your Suppliers.

Purchase - Duties have 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 - Search and 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 the status as completed here. If you have generated the customer 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 must 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 must 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 for that specific duty has been raised. 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 accepted the invoices that they have raised from the Purchase Invoices - Incoming section. 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 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 - Large Gear Icon

This gear icon now provides the functionality to export Purchase Duties.

10 - All, Unbilled, Billed

All will include all purchase duties.

Unbilled will include all the purchase duties for which a supplier invoice has been generated Billed will include all the duties for which a supplier invoice has not been generated.