Course Outline
Confirm Delivery
Users can Confirm Delivery on single items or entire invoices before documents are uploaded to the accounts payable system
When can I use confirm delivery
Can be used for any supplier
Delivery can be confirmed on single items or entire invoices
Documents wont be sent for upload before delivery has been confirmed
How to setup confirm delivery
You can setup suppliers for delivery confirmation either at the template creation stage, or from the supplier rules in Company settings. Just turn on the toggle switch for confirm delivery, then select the users you want to be able to confirm delivery, or leave it as any company admin.
How to use:
Select Confirm delivery from the dashboard
Select the document icon to open the page
The extracted invoice information will be displayed on screen. Toe view the original document click “Switch Document View”
Select specific employee to assign a user to review the documents from a supplier, or leave it as any admin to review it
To confirm delivery on all items, tick the first box
To confirm delivery on individual items, ticket the box to the right of that product. Indigo Pro will automatically enter the quantity detailed on the invoice, but this can be edited by the user.
If you confirm delivery on all items, it will be automatically move onto the next document awaiting confirm delivery