eInvoice Entry

eInvoice Entry


Overview

The eInvoice Entry function allows supplier invoices to be imported directly into Retail Edge, if the supplier supports Electronic Invoicing (eInvoicing). This process automatically loads invoice details, reducing manual data entry and improving accuracy.

Accessing eInvoice Entry

  1. From the Edge Main Screen, click Stock.
  2. From the menu on the left, expand Stock.
  3. Select Invoice Entry.

Stock menu — select Invoice Entry

Selecting the Supplier

Select the Supplier from the drop-down list. If the supplier is enabled for eInvoicing, a message will appear in orange text indicating that eInvoices are available.

Invoice Entry window — orange text indicates eInvoices are available

Loading the eInvoice

  1. Open the drop-down list in the Invoice Number field and select the required eInvoice.
  2. Press Tab until the remaining fields appear. The invoice details will automatically populate.
  3. Click OK to continue.

Importing the Invoice Items

A processing window will appear that reads the invoice and loads it into Retail Edge. The next screen will display all items included in the invoice along with their descriptions and pricing.

Imported invoice items screen — review all items before proceeding

Reviewing Imported Items

Existing Items

  • Confirm that the Retail Price (RRP) is correct.
  • If any items should not be added to stock, tick the Non column for those items.

New Items

  • Assign the item to the appropriate Department.
  • Enter the Retail Price for the item.

Non-Stock Items

Your eInvoice may include non-stock items such as Freight or Boxing costs. Tick the Non checkbox to exclude them from inventory while keeping their values relevant to the invoice entry.

Reviewing imported items — assign departments and verify pricing

Finalising the Invoice

  1. Click the Invoice button at the bottom to open the Invoice Entry window.
  2. In most cases the totals should already match with no variances. If totals match, click Accept to add the stock to inventory.

Invoice Entry window — verify totals then click Accept

Best Practices

  • Always verify the Retail Price (RRP) of imported items.
  • Assign departments carefully for new items.
  • Use the Non column to exclude items that should not be added to inventory.
  • Review totals before accepting the invoice.


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