Supplier: How to Submit a PO Based Invoice in Tradeshift
Supplier: How to Submit a PO Based Invoice in Tradeshift 1. Click on the “Documents” menu item in order to locate the PO in which you want to invoice against.
2. You can either select the PO if it is visible in the “Selected documents” list or your can type the PO number in the search bar at the top of the screen. Once you have located the PO click on it to open it.
3. The PO will appear in a template with all of the line items displayed at their full value. To convert or “flip” this PO into an invoice, click the “Create Invoice” button at the top of the screen.
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Supplier: How to Submit a PO Based Invoice in Tradeshift
4. You can now see the PO has been flipped and is displayed as an invoice. Enter the invoice number.
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5. You’ll notice the fields below are prepopulated. As this is a PO based invoice and only requires the PO number rather than a Nike contact, please delete the Nike contact email address.
Supplier: How to Submit a PO Based Invoice in Tradeshift
Deleting Line Items and Changing Quantity: The three line items on this invoice example display the full value of the Nike PO line items as well as the corresponding PO line item numbers which appear in the “Purchase Order Line” fields. If you do not want to invoice all line items or do not need to invoice the full value or quantity of a line item you can make these changes accordingly. In this example I do not need to invoice line 1 of the PO so I will simply delete this line by clicking on the X icon located at the end of the line item. The line item will now been removed from the invoice. In addition you can change the quantity you would like to invoice as well by clicking into the “Quantity” field and changing the number. You can also enter any sales tax that is required on each individual line item.
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Supplier: How to Submit a PO Based Invoice in Tradeshift
Adding Freight: If you need to add freight to your invoice click “Add discount or charge” shown below.
Once you have clicked on the “Add discount or charge” button the following line will appear. In this example I have selected it as a “Charge” in the first line item field, typed in my description as “freight” at $10 and I have selected USD rather than a percentage of the invoice.
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Supplier: How to Submit a PO Based Invoice in Tradeshift Adding Attachments: You can also add any attachments to your invoice in the “Attachments” field located at the bottom of the screen.
6. Once your invoice is complete click the “Send” button at the bottom of the screen and the PO based invoice will now be routed to Nike.
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2. You can either select the PO if it is visible in the “Selected documents” list or your can type the PO number in the search bar at the top of the screen. Once you have located the PO click on it to open it.
3. The PO will appear in a template with all of the line items displayed at their full value. To convert or “flip” this PO into an invoice, click the “Create Invoice” button at the top of the screen.
pg. 1
Supplier: How to Submit a PO Based Invoice in Tradeshift
4. You can now see the PO has been flipped and is displayed as an invoice. Enter the invoice number.
pg. 2
5. You’ll notice the fields below are prepopulated. As this is a PO based invoice and only requires the PO number rather than a Nike contact, please delete the Nike contact email address.
Supplier: How to Submit a PO Based Invoice in Tradeshift
Deleting Line Items and Changing Quantity: The three line items on this invoice example display the full value of the Nike PO line items as well as the corresponding PO line item numbers which appear in the “Purchase Order Line” fields. If you do not want to invoice all line items or do not need to invoice the full value or quantity of a line item you can make these changes accordingly. In this example I do not need to invoice line 1 of the PO so I will simply delete this line by clicking on the X icon located at the end of the line item. The line item will now been removed from the invoice. In addition you can change the quantity you would like to invoice as well by clicking into the “Quantity” field and changing the number. You can also enter any sales tax that is required on each individual line item.
pg. 3
Supplier: How to Submit a PO Based Invoice in Tradeshift
Adding Freight: If you need to add freight to your invoice click “Add discount or charge” shown below.
Once you have clicked on the “Add discount or charge” button the following line will appear. In this example I have selected it as a “Charge” in the first line item field, typed in my description as “freight” at $10 and I have selected USD rather than a percentage of the invoice.
pg. 4
Supplier: How to Submit a PO Based Invoice in Tradeshift Adding Attachments: You can also add any attachments to your invoice in the “Attachments” field located at the bottom of the screen.
6. Once your invoice is complete click the “Send” button at the bottom of the screen and the PO based invoice will now be routed to Nike.
pg. 5
