Guide: Create Inventory Delivery Voucher

Create Inventory Delivery Voucher

Create Inventory Delivery Voucher

You can create inventory delivery voucher by selectinginvoiceoravailable itemsor Purchase order ( if"It is mandatory to select a Purchase order when entering an Inventory delivery"is activated at General Setting - Receiving & Delivery.  Purchase orders that have beenapprovedand  status is Completely Deliveredwill be selected to generate the inventory delivery voucher).

• Step 1. Createapproval processfor Inventory delivery voucher ( if) atapproval setting.
• Step 2. Go to Inventory delivery vouchermenu under Inventorymodule from the left sidebar -> click Export slipbutton

• Document number: Automatically generated based on the configured prefix in Prefix Settings
• Accounting date: the date this document is recorded for accounting purposes.
• Voucher date: the actual date the voucher is issued.
• Invoice:  Select invoices that have not been fully delivered from inventory.A single invoice can be used to create multiple delivery vouchers until all items are delivered.Items from the selected invoice willauto-fillthe voucheronly iftheir available stock is greater than zero.Items withzero stockwill not appear and must be delivered later after restocking.
• Customer name: Automatically filled in based on the selected invoice.
• Receiver: Manually enter the name of the recipient.
• Address: Auto-filled from the selected invoice.
• Repartment: Select the requesting department.
• Requester: Select the employee requesting the delivery – must be a registered user.
• Sales Person: Defaults to Admin, but can be changed to another salesperson.
• Project: Select a related project if applicable – this will be linked in the project details.
• Type: Choose between CAPEX (Capital Expenditure) or OPEX (Operational Expenditure).
• Invoice number: Enter or auto-filled based on selected invoice.
• Select item: choose an item from the dropdown list.
• Quantity: enter the quantity you want to deliver. If you selected an Invoiceor Purchase Order, this field isauto-filledfrom that source document. Quantity must beless than or equal to the available quantityfrom the Inventory Delivery Voucher.
• Sale price: enter sale price of the item. If using an Invoiceor Purchase Order, this field isauto-filledfrom the unit price on that document.
• Tax: select applicabl tax. If item is selected manually, tax is fetched fromitem’s default tax. If an Invoice or Purchase Order is selected, tax is fetched from that document.
• Subtotal: Calculated as Quantity x Unit Price
• Discount: discount in percentage for the line item.
• Discount (money):Calculated as ( Subtotal + Tax amount) x Discount (%)
• Total payment: final amount for the line = Subtotal + Tax - Discount

• A single invoice can be used to create multiple delivery vouchers until all items are delivered.
• Items from the selected invoice willauto-fillthe voucheronly iftheir available stock is greater than zero.
• Items withzero stockwill not appear and must be delivered later after restocking.

Summary Section:

• Subtotal: total amount before any discount and tax
• Total discount: combined discount amount form all item
• Total payment: final amount payable affter adding tax and subtracting discount

Clickto add the item to inventory delivery .

Clickto remove the item from inventory delivery.

• Step 4. Save inventory delivery and approve ( if there is an approval process) After Inventory delivery voucher has Approvedstatus ==>decrease inventory for products

Select the serial number in inventory delivery voucher

• Step 1. Go to Settingsmenu under Inventorymodule from the left sidebar -> Select General-> Select Serial numbers ->Enable Product by serial
• Step 2. In the Add Inventory delivery voucherpage, select the available item -> click-> Select theserial number-> click Savebutton.
• If you create aninventory delivery voucherfrom apurchase orderandsale invoice, the system automatically selects available serial numbers and prioritizes export according to FIFO. And youcanonly change the serial numberin theedit inventory delivery voucher page.To be able to change the serial number, you need to create an approval process for the inventory delivery voucher.

Create an inventory delivery voucher when the invoice is created.

Go to menu Settings->Receiving & Deliverytab-> check option “Create an inventory delivery voucher note when the Invoice is created: Inventory delivery voucher will be automatically created as soon as invoice is generated.