invoicing-billing-accounting-order

Creating purchase orders from the vendor catalog A vendor catalog is always available for all Datamoto account. In the vendor catalog, you can maintain the preferred vendors for an inventory item and vendor-specific item code, description, and price. A vendor catalog provides an easy way to order items from the vendors. This way you can hide the exact vendor item code and description from your end customers. To enable the vendor catalog in the Datamoto, click Inventory and then click…

Link a purchase order to a sales order You have already created a purchase order in the Datamoto. Now, you want to link this purchase order to a sales order. Datamoto has introduced a “one-click” method to create this link. Here are the detailed steps: Go to your Purchase Order and open it by clicking it. 2. Click on the “Link SO” button on the top 3. You will see a list of all available Sales Orders. Select the sales…

Bill of Materials to Purchase Order For a B2B company, especially for manufacturing or sourcing companies the need for creating purchase orders from bills of materials (BOM) is essential. Often, they create a list of equipment and materials needed for a project. Some of those materials they might have in their inventory and others need to order. And it is often the case that some of these items could be completely new — they are not available in the inventory…

Uploading Inventory and BoM To upload inventory or BoM simply click on “Inventory” on the left menu, and then click on the “Upload Inventory” button on the top of the page. Then select a CSV file and upload it. Read below for details. Download a sample Inventory CSV file BoM: The idea of uploading BoM (bill of materials) is about automatically uploading inventory items and vendor catalogs if they do not exist, and creating purchase orders for those items. It…

Purchase Order Approval System for Small Business What is Purchase Order Approval? Purchase order approval is a common way of controlling expenses in a company. Usually, there are one or more than one approvers are assigned to approve purchase orders. In some cases, a particular type of purchase order or a purchase order under certain values is auto approve. A purchase order approval system is a feature in a purchase order management system software, which allows you to configure approvers and…

You can use Inventory Alert feature to notify you when the stock level goes below the threshold. In the Inventory page, there is a button “Alert” which lists you all the alerts and provide you an easy way – one click – to create PO for these items. You can set alert globally for all the items. You can also set an alert for each item. If you set both then threshold for each item will be used for alerting.…

Mastering Sales Orders and Invoices: Streamlining Your Business Process The intricacies of the sales order and invoice process are undoubtedly perplexing. It is a system that is difficult to understand, even for the most astute businessperson. However, one thing that is clear is that a sales order will always correspond to one invoice. Regardless of the status of the order, you are free to add line items to it as you, please.  Now, suppose an invoice already exists for that…

You can create invoice and bill without affecting inventory. Here are the steps: 1. You create a SO for a customer To create an invoice without affecting inventory: Open the SO Click Fulfill Click on a button on the top “Create Drop Ship Invoice without Inventory” To create drop ship order and bill Open the SO Click on Purchase button Click on the button “Create New Drop Ship PO” and create the PO Open the PO and click on “Receive”.…

Now you can use your own Gmail or G-Suite email address from Datamoto. To set this up, go to Setting and click and “Send email to your customers from your own email account. If you don’t set this then emails are sent from Datamoto’s email account“.  You can also get to this page by simply clicking on the Setting at the right top corner of the Email page. Once you are in this page, it will ask:   If you want…