Overview
Once the service of purchasing goods is provided to a customer, the company notifies the customer about the purchases.
The company regularly notifies the customer (principal) about purchasing goods. The company generates a notification and sends this information to the customer.
The notification schedule should be agreed with the customer in advance, for example, weekly, monthly.
The notification should be relevant only to those goods that belong to the customer.
As a result of the process, a purchase notification is issued to the customer.
Issue purchase notifications to customers flowchart
Paths
| Path | Sales → Sales management → Issue purchase notifications |
|---|---|
| In-app link EN code |
e1cib/command/Document.PurchasingReportToConsignorPrincipal.Command.PurchasingReportsToConsignorsForRegistration
|
| In-app link RU code |
e1cib/command/Документ.ОтчетКомитентуОЗакупках.Команда.ОтчетыКомитентамОЗакупкахКОформлению
|
How to generate purchase notifications
1. Go to Sales and then click Issue purchase notifications under Sales management.
2. Click the To issue tab.
3. Set a Consignor and a Period.
4. Review the demand for the issue of purchase notifications.
5. Select the lines and click Register.
The system will automatically create and fill the documents.
How to fill header data in purchase notifications
1. In the Purchase notification document, click the Main tab.
2. Select a Customer, a Counterparty, Terms of sales, a Company, and a Contract.
3. Click the More tab.
4. Fill the Currency and Taxation fields.
5. Fill other required fields.
How to fill item data in purchase notifications
1. In the Purchase notification document, click the Goods tab.
2. Review the lines filled automatically.
Note
- Clear lines.
- Click Fill → Fill in by balance or click Fill → Pick from consigned stock, select items and Add to document.
3. Change the information if it is required.
4. Add a new line, fill Items, Variant, Purchased (quantity), Price, VAT rate, and Information about purchase.
5. Post the document.