En:Collective invoice
Winemakers are often faced with the problem that they want to process several delivery bills or orders into a collective invoice, for example to combine all orders from a particular customer within a month or quarter into a single invoice.
Winestro.Cloud offers two different procedures for this purpose:
Importing orders
Add up articles in a delivery bill
Importing orders
This procedure is particularly useful if there are already several orders that are to be subsequently combined into a collective invoice.
Several existing open orders can be combined into a single order. To do this, a new order is opened, then click on Import order in the burger icon (three dashes) and any number of orders can now be imported. With the import, all blocks from the original orders are removed, the order status is marked as completed and the payment status from the respective original orders is marked as paid. An automatic separator line with the delivery date is inserted in the newly created order. The collective invoice can then be generated.
Please note: If you delete the order that was created to create the collective invoice, the order and invoice status of the original orders will not be reset, i.e. the original partial orders are still marked as completed or paid. This may need to be corrected manually.
Add up articles in a delivery bill
This procedure is particularly useful if it is clear before the order is created that several delivery bills are to be combined into one invoice.
This function can be used to create an individual delivery bill for each partial delivery within a single order. To do this, the setting “Add up items in delivery bill” must be made under System - Documents - Delivery bill. The corresponding items/articles can now be added to the order as usual and a corresponding delivery bill created. Further items/articles can be added to the order at a later date. If a new delivery bill is now created, it does not contain all the items of the entire order, but only those items that have been added to the order since the last delivery bill was created.