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How to Use a Waybill Document – Berlin

Waybills are backoffice/manager type sales documents, and are not used at the Point Of Sale.

Waybills are used for inventory purposes. When you create a waybill it pulls the items out of inventory, but does not accept payment.

To create a Waybill document, under the ‘SETTINGS’ module, click the ‘+’ next to ‘Invoices’. In the ‘Type’ drop down menu, select ‘Waybill’.

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create waybill

Forms highlighted in red must be filled out. You can either enter the customer’s name under ‘Customer’, search for their name with the button next to the box, or you can add a new company or person. Select the location the waybill is in.

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Enter all other information for the waybill. Waybill printout shows the line “Shipment packed by:”

On the bottom of the page you can add the product/service with the amount, what unit, a discount if available, the price, and select the tax rate. You can type the product/service name into the form or search for existing product/service by clicking the buttons in the form.

 

product list waybill

Click ‘Save’ to save the document, or click ‘Confirm’, but keep in mind once confirmed, you can no longer edit the document. Your current stock of the product in the waybill will decrease by the amount in the waybill document.

When you are ready to take payment, reopen the Waybill and click ‘To Invoice’ in the bottom bar. If this bar is not shown, click the yellow arrow icon in the bottom left hand side of your screen to expand it.

bottom bar

The Waybill has now been converted to an Invoice. You can continue processing all items just like an Invoice.