Matching Invoices to Non-Electronic Purchase Orders
Follow this process for:
- Orders generated and sent in POS Purchase Orders
- Orders generated and sent from POS HO
- Orders from Suppliers not on PharmX - Electronic Invoices
1. Navigate to & Open Invoice Matching
2. Click New
3. Enter Supplier required
Alert: Suppliers that do not use PharmX
4. Click Save
5. Select Order Import/Match
This will open Match Invoice Window
6. Select Tab 2 - Purchase Orders
7. Click Load Order Details
8. Select Order required
9. Click Match Selected Order
10. Click Yes
11. Enter Invoice Details
12. Check all values & received items are correct
13. Click Save
14. Click Accept
15. Enter Credentials
16. Click Yes/No for Labels
