Incoming goods and paying suppliers
How to enter a supplier delivery, receive the goods into the warehouse and not forget to pay the supplier's invoice.
A new delivery
- In the “Inventory” menu section, open “Shipments” and press “New shipment”.
- Enter the supplier and the expected arrival date. If you do not enter a shipment number, Prekio creates one.
- Under “Payment to supplier”, enter the supplier's invoice number, amount and payment due date. If you paid in advance, tick “Prepaid (no reminder needed)”.
- Press “Create shipment”.
- On the page that opens, under “Products”, press “Add product”.
- Choose the product, and enter the quantity and the cost price. Do this for each product.
Receiving the goods
When the goods arrive, open the shipment. If you have several warehouses, choose the warehouse on the “Shipment management” card. If necessary, correct the payment due date. Press “Mark as received”. Prekio adds the quantities to stock. The shipment status becomes “Received”.
You cannot edit a received shipment, because its stock has already changed. You can change the supplier invoice details later, as the next section tells you.
Paying supplier invoices
In the shipment list, the “Overdue payments” and “Due within 7 days” cards show how many invoices wait for payment and their total amount. The “Supplier payments” card on the “Dashboard” page shows the same.
When you have paid, open the shipment and press “Mark paid”. Prekio records today as the payment date. To change the date or the invoice details, press “Edit” under “Payment to supplier”. A paid invoice goes out of all reminders.
The e-mail reminder
Every morning at 8:00, Prekio sends one e-mail. It lists the supplier invoices that are due the next day. Prekio sends a reminder about each invoice only once. Prekio does not send reminders about overdue invoices again, but they stay visible in the list.
Enter the recipients on the “E-mail” page, on the “E-mails and recipients” tab: the “Recipients” field of the “Supplier payments” card. If you leave the field blank, Prekio sends the e-mail to the invoice recipient list. The “Send” switch turns the reminder off. The “Send reminder now” button sends the reminder at once.