Managing Purchase Bills in Naologic

Purchase bills are a crucial aspect of managing your procurement expenses in Naologic. This help center article will guide you through the process of creating, viewing, and managing bills to ensure efficient expense tracking in your workspace.

Accessing and Viewing Purchase Bills

To access and view purchase bills, follow these steps:

1. Locate the top-level navigation menu and click on the Purchasing main menu.

2. Hover over the menu until the options expand.

3. Find and select Bills from the list.

4. In the Bills section, you will see a table displaying the bill number, bill status, vendor, creation date, creator, and total amounts with and without tax.

Creating a New Bill

To create a new purchase bill, follow these steps:

1. Click on the Create New Bill button at the top of the table.

2. Associate a vendor with the bill and specify a billing address for the vendor.

3. Add items to the bill by specifying the item, its variant, quantity, price, and tax. The total amount will be calculated automatically.

4. Define the terms of the bill, such as the order date and vendor invoice number.

5. Set the payment terms for the invoice.

6. Attach any additional notes if necessary.

7. When satisfied with the bill details, click Create Bill to add it to the table alongside your other bills.

Managing Bills in the Table

Once a bill has been created, you can manage it from the Bills table:

1. Hover over the bill row in the table to reveal available options.

2. Choose either Mark as Paid or Edit.

3. If you opt to mark the bill as paid, confirm your action, and the status will automatically update to "Paid."

Understanding how to create and manage purchase bills in Naologic is essential for efficient procurement expense tracking. By following these steps, you will be able to effectively monitor and control your expenses while ensuring smooth operation of your workspace.