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How To Use WAYBILL Document

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

Waybill : 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 ‘Settings’, click ‘ New Invoice’. In the ‘Type’ drop down menu, select ‘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 with the “+” button, you can add a new company or person. Select the location the waybill is in.

 

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.  Then click ‘Calculate’ after adding all products/services.


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.

Group multiple waybills into one invoice

Under ‘Sales’ in the main module, click ‘Invoices’. There are two ways to search for waybills, you can either click the customer or click ‘Filter’ and select Waybill for the ‘Type’ in the drop down menu, then click ‘Show’. Check off the waybills you want to group into an invoice.

 

Select ‘More’ which is next to ‘Filter’, and go to ‘Create invoice from selected waybills’. An invoice should automatically pop up. Enter or change any information in the invoice, then click either ‘Save’ or ‘Confirm’. The invoice now has grouped multiple waybills.

*Configurable feature: if you create an invoice from multiple waybills, invoice lines on the printout can be grouped by waybill number