Interface for creating a reverse order. The screen is divided into several parts: Header (1), Contractor (2), Company Data (3), Next Operations (4), Document Data (5), Lines (6) and Description and Note (7):
Header (1)
In the Header (1) you see two buttons to Confirm and Cancel the reversal.
Contractor (2)
In the Counterparty section (2), select the counterparty to which the order you want to reverse was created. You can also view and edit the contractor’s file.
Company data (3)
In Company data (3) you must select the following data:
| Field | Description |
| Company | You select the company from which you will create the order reversal. |
| Office | Select the office from which you will create the order reversal. |
| Merchant | You choose a trader. |
In this field you also select the type of reversal- whether it will be commodity or price. On stock clearance, the items must already be stocked in your warehouse and will be removed from it and returned to the supplier with the chosen method of Transmission. The stock reversal also generates a reversal to the order after you confirm the document.
If you do not select that the reversal is a stock reversal, it will be generated as a price reversal and will not reverse the stocking( will not remove the stock from the warehouse). Usually in this case, a manual reversal of the zero-quantity stocking is run to recalculate the item costs.
Next operations (4)
You must fill in the following details:
| Field | Description |
| Method of invoicing | Select the billing method of the order(s) you are reversing- Invoice/Receipt for Expense. Depending on the selected financial document, you will see different reversal orders. |
| Payment method | You choose the payment method of the reversal, i.e. how the money will be returned to you if there is a payment. |
| Broadcast | Select a subsequent warehouse operation if you are going to reverse stock ( return items to supplier). |
| Type of tax transaction | Select a tax transaction type. |
Document details (5)
Document data (5) includes the following parameters:
| Field/Checker | Description |
| Document number | The document number is automatically generated according to the set numbering rules. |
| Manual number | Checking “Manual Number” makes the Number field free for typing. The user decides what number the document will be. |
| Date of document | Date of issue of the document. Automatically loads current date, but can be changed by the user. |
| Currency | The currency of the document is selected from the list of currencies already entered. |
| Exchange rate | Exchange rate value for the day according to BNB. Can be changed manually by double clicking in the field. |
Lines (6)
In the Rows section (6) you should select which orders/order lines you will credit from the Add Vendor Order Lines button.
Once you have selected what you will be ordering and added the items/services and they are arranged in Rows (8) in the Order in a table with the following columns:
| Column | Description |
| Code | Article code |
| Name | Item name |
| Info button | Opens an item/service file |
| Warehouse | If you have selected the next operation and stock, it shows you |
| Measure | Measure of the item |
| Quantity | Quantity to order |
| Price | Item price without taxes |
| Sum | Amount excluding taxes (quantity*price) |
| Edit button | Opens the edit row and returns you to the add item/service/other detail interface where you specify quantity/price. |
| Delete button | Deletes row |
You can also include additional columns above the rows:
| Column | Description |
| Supplier code | Displays the item’s supplier code, if available. Adds another column “Supplier Name” that displays the item name for the supplier entered in the nomenclature. |
| Supplier | Displays the supplier name entered for the item in the inventory. |
| Description | Displays a description of the item if one has been entered. |
| Category | Displays the category of the item/service. |
| Brand | Displays the brand of the item/service. |
| Batch | If the item you are ordering has a batch and you have selected to have the Next operation (shipping or stocking) automatically generated for you, you will need to type the batch in the Batch column. The system will require this number. |
| Discount | Displays the % discount by line and/or discount by document. When both discounts are applied, their percentage is automatically calculated. Adds additional columns: – Price before discount – Single discount – Amount before discount – Discount – Discount on the document |
| Final price | Adds Final Price and Final Amount columns. |
| Taxes | Shows the taxes of the order. |
| Weight | Displays the weight of the item as set in its file. |
| Volume | Displays the volume of the item as set in its file. |
The Discount checkbox allows you to add a discount (percentage) to your order. The discount is applied to the entire document.
Total (8)
The Total section (8) gives you information about all the totals of the order you are creating in the following fields:
| Field | Description |
| Currency | Order currency |
| Sum | Tax basis of the order |
| Tax | Value of the tax, and % |
| Total amount | Final order amount = tax base + taxes |
In case you have lines with different tax rates in the order, separate fields for each different VAT value as well as the % VAT will be displayed in Total (8).
Base and Note (9)
In the field Reason (10) the reason for the transaction is filled in free text. The reason is displayed on the printed form of the sale.
You may fill in Note (10 ) with whatever information you feel is necessary in free text. The note is not displayed on the printed form, but is rather for internal use.
Configuration of how to add rows (10)
The ways to add items and services are managed by the Add Row Method Configuration (10).
Views of Screen Items
The two options- Inside and Side view are changed by placing a tick in the desired view in Configuration (10). They are handled in the same way.
To save your changes, you need to click the Confirm button. If you want to exit without saving your changes, you need to click the Close button.