Overview
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For an easier better communication Komet Sales allows vendor vendors to upload the invoices for each of the POs PO shipped to the importer. This file can be downloaded by the importer directly from their account. |
Instructions
To Follow these instructions to upload the invoices belonging to each of the POs you need to follow these instructionsPO:
Log in with your user name and password directly on into www.kometsales.com
Access the Purchase Orders > Purchase Order Summary tab.
Use the filters to find the PO you want to upload that the invoice will be uploaded for. Remember that if the importer has not approved it, this will not show be shown on your the account.
Once you find the PO is found go to the "Invoice" column , there you will to find the link "Upload". Click on the mentioned link so that you can load link mentioned in order to upload the invoice.
A window will pop up
, withdisplaying two different options to upload the invoice:
Drag the file towards the window and drop it on the field "Drag your file here".
Click on the button Select file.
Keep in mind that the file has to be in PDF format.
Enter the invoice number and the total amount for your the invoice in the corresponding fields.
Click on Save.
When vendors upload the invoice to the system, it should be approved by the users in charge responsible of transferring invoices to the Accounting System integrated with Komet Sales. The two filters to complete approval process are: Approval by Procurement and Approval by Accounting/Administrator. Once it is approved by the Accounting user or the Administrator, the system will show Payment Approved status. When the invoice is Payment Approved you it can be synchronized with your the Accounting System. For more information you can refer to article Workflow to Approve Vendor Invoices.
Vendor Invoice Does Not Match Purchase Order
When uploading an invoice with a total amount that does not match with the total amount in the Komet purchase order Purchase Order the system will show an informative message informing about it and you will have give the options to upload or not.
How to Replace/Change an Invoice
In case there are errors in on the uploaded invoice, the system allows you to replace it with another one:
Go to Purchase Orders > PO Summary locate the PO that you need to replace the invoice needs to be replaced for.
Under the Invoice column click on the Upload link.
Upload the file as it was explained previously and explained and click on Save.
Once you save the changes are saved, the system will delete the old uploaded invoice and will keep replace it with the new one.
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