In this post you will be able to read and learn about the different purchase documents Uniconta offers through the Report Generator.
Purchase Invoice
A purchase invoice is a document that specifies the items you have ordered for the warehouse. This document can be used to update the unit cost and quantity in the warehouse if inventory management/logistics is used in Uniconta.
To create a special Purchase Invoice report, go to Tools/Report Generator/Reports and select the following:
Then you must click “Add report” which will open the Report Designer with a standard invoice template.
The report is used in Vendor/Purchase invoice, Vendor/Purchase orders, and Vendor/Purchase orders/Purchase lines.
Read more about purchase invoices here: https://www.uniconta.com/unipedia-global/customer_quickinvoice/
Requisition
A requisition is a signed order or a formal claim from the user for an item or service (which is not made available without a special request) to the organization’s purchase department. A requisition usually contains the requisition number, description, quantity, and required delivery date.
The way you create a requisition is to select the following in the list below:
Here you can click “Add report” To create your own requisition. It will include Uniconta’s standard report template to make it more manageable to get started with making reports.
The report is used in Vendor/Purchase ordersand Vendor/Purchase orders/Purchase lines.
Read more about requisition here: https://www.uniconta.com/unipedia-global/marking_sales_orders/
Purchase orders
A purchase order is used to keep track of the ordered items and services from vendors, it usually contains item, text, quantity and sales price, and more.
The way you create a Purchase order is to select the following in the list below:
Where you can click “Add report” to create your own purchase orders report. It will include Uniconta’s standard report template to make it more manageable to get started with making reports yourself.
The report is used in Vendor/Purchase ordersand Vendor/Purchase orders/Purchase lines.
Read more about purchase orders here: https://www.uniconta.com/unipedia-global/marking_sales_orders/
Delivery note(purchase)
A delivery note is used when goods are bought in and placed in stock, it contains information about the order, including the following: Items, quantity, and more.
The way to create a Delivery note is to select the following in the list below:
Where you can click “Add report” to create your own delivery note. It will include Uniconta’s standard report template to make it more manageable to get started with making reports yourself.
The report is used in Vendor/Purchase Orders and Vendor/Purchase orders/purchase lines.
Read more about purchase orders here: https://www.uniconta.com/unipedia-global/marking_sales_orders/
Layout groups
To use your new special reports, these must be assigned to a layout group. The layout groups are used to specify the invoice layout, bank accounts, and e-mails to be used on the individual vendor.
Read more about it here: https://www.uniconta.com/unipedia-global/layout-groups/