Manufacturing and Distribution

Sales Order Processing

Invoicing

Create invoices for non-inventory items...

Generate invoices for non-inventory (Cost and Service) items using GBMS’ Ship Non-Inventory feature. Once an order is approved, you use the Ship Non-Inv button on the sales order’s Options tab to initiate an invoice for all the non-inventory items on the order. A non-inventory ‘shipment’ is created, allowing the user to edit invoice details without ending the sales order.

From the Shipments screen, add or remove non-inventory items from the invoice, and also update pricing and discount information for each line. Once the invoice details are finalized, click the Invoice button to generate the necessary invoice document. GBMS stamps the invoice with the user name, date and time.

Invoice inventory orders from Shipments screen...

If you combine the SOP module with the WMS module, you can generate invoices for shipments of inventory items. Whenever a shipment is posted (when the shipment’s status moves to ‘Closed’), the invoicing option will enable, allowing users to create an invoice directly from the Shipments screen. This feature is useful if you want to include an invoice copy with the shipment.

Alternately, use the batch invoice feature to generate invoices for all closed shipments based on date range, bill-to customer, ship-to customer, and shipment ID range.

Flexible editing options...

When invoicing individual shipments, you can edit pricing and discount amounts for inventory items without having to update the originating sales order. You can also add non-inventory items (e.g., service charges) to the invoice.

Detailed documents and reports…

The sales invoicing reports provide invoice details within a specific date range, including the customer name, PO number, payment terms, shipping method, sales rep, and invoice amounts.

You can also customize messages that will print at the bottom of GBMS’ standard Invoice document.

Use the ‘Ship Non-Inv’ button on the sales order’s Options tab to create a non-inventory shipment for all of the items on the order. (Click here for more examples.)

See GBMS in action...

Watch this demo to learn more about GBMS’ SOP features.   View Demo

To learn about the Invoicing functionality’s step-by-step procedures, view the training videos.   Training Videos

· Create invoices for non-inventory (Cost and Service) items

· Edit pricing and discount information directly from the invoicing screen without updating the originating sales order

· Customer-specific items and item numbers

· Customized messages that will print at the bottom of the Invoice document

· Full support for EDI invoicing

· Detailed sales invoicing reports

When combined with the GBMS WMS module...

· Automatically invoice non-inventory items from the order when inventory items are shipped

· Optional batch invoice generation

Key Features

Related Documents & Reports

· Invoice Document — GBMS’ standard invoice document includes: bill-to and ship-to information, shipment details (i.e., shipping method, ship date), terms of sale, FOB, sales rep, detailed shipment contents, applicable lot and serial numbers, customizable invoice message, and invoice notes

· Sales Invoiced — Lists invoice numbers and dollar amounts, with filters for item category, sales team, account rep, account type, customer, zip code, and date range

Image 1: Sales Orders—Ship Non-Inventory

Image 2: Shipments—Invoice Lines

When invoicing individual shipments, you can easily edit pricing and discount amounts. Or, add non-inventory items (e.g., service charges) to the invoice. (Click here for more examples.)

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