Welcome to the Auxwall Gym Management Application!

In this tutorial, you will learn how to create a purchase invoice.

Why Choose a Purchase Invoice?

Using a purchase invoice allows you to:

• Track Expenses: Maintain accurate records of all purchases, helping you manage your budget effectively.
• Improve Financial Clarity: Clearly document transactions for better financial analysis and reporting.

Need to know more about purchase invoices? Let’s get started!

Step 1: Accessing the Purchase Invoice Tab

Navigate to the Dashboard: Click on the Purchase Invoice tab. A window will appear listing previous purchase invoices, including the date, supplier name, invoice number, and amount.

Step 2: Creating a New Purchase Invoice

Available Actions:

• Export Button: Export data to Excel or PDF.
• Create New Button: Click to create a new invoice.

Click on the Create New button to open a new window for invoice creation.

Creating Invoices: Two Options Available

• 1. Item Invoice: Check this box if you are creating an invoice that includes specific items.
• 2. Non-Item Invoice: If you are creating a general invoice without itemized details, leave this box unchecked.

Finally, click the Save button to create the purchase invoice. The new invoice will then appear in the invoice listing page.

Adding a New Supplier

Option 1

1. 👤 A. Input the Supplier name in the Supplier selection box. A Create option will appear.
2. ➕ B. Click the Create option: This will open a form for you to enter Supplier details.
3. 📝 C. Enter Supplier Information: Fill in the required fields, including company name, contact information, email ID, and nationality.
4. 💾 D. Click Save: The added Supplier details will now appear in the selection list.

Option 2

1. 👤 A. Choose Accounts Tab
2. ➕ B. Click the Supplier List Tab:
3. 📝 C. Click the Create new button on the top right side of the window
4. 📝 C. Enter Supplier Information: Fill in the required fields, including name, contact information, email ID, and nationality.
5. 💾 D. Click Save: The added Supplier details will now appear in the selection list.

Create Item Invoice

Follow These Steps:

1. 📝 Enter Purchase Order Number: Provide a reference number.
2. 📦 Check the Item Invoice Checkbox: Mark this box to indicate you are creating an item invoice.
3. 👤 Select Appropriate Account: Choose the account relevant to the item invoice.
4. 👤 Select Supplier: Choose the supplier from whom the purchase is made.
5. 📦 Select Item: Specify the item, quantity, and unit price.
6. 🧾 Select Tax: Choose the appropriate tax rate.
7. 💾 Click Save Button: Finalize the invoice creation.

Create Non-Item Invoice

Follow These Steps:

1. 📝 Enter Purchase Order Number: Provide a reference number.
2. 👤 Select Supplier: Choose the supplier from whom the purchase is made.
3. 📦 Select Item: Specify the item, quantity, and unit price.
4. 🧾 Select Tax: Choose the appropriate tax rate.
5. 💾 Click Save Button: Finalize the invoice creation.

Filtering and Sorting Invoices

• Filter by Date: Adjust the date range to filter invoices by date.
• Sort Invoices: Click the up and down arrows in the table header to sort the invoices in ascending or descending order.

Another Way to Create a Purchase Invoice:

1. 1. Click the Account Tab.
2. 2. Click the Vouchers Tab.
3. 3. Click the Purchase Invoice Tab.
4. 4. Click the Create New Button.

Then, follow the steps to create a purchase invoice as shown above in the tutorial.

Thank you for watching the tutorial! If you have any questions or need clarification, feel free to reach out. Thank you for using Auxwall!