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Like the purchase order is created on Canvas the Performa Invoice is also created here. Now that the civil work is completed on the site. The Pre Installation Validation is also done and the site is approved for KWS installation, we have to request for the delivery of the products to the site. For that, the initial step will be creating an invoice on canvas. Only after creating the invoice on canvas, we will be able to request the shipment of the products from the warehouse to the site. Now Let’s see how the Proforma Invoice is created. For creating the proforma invoice, we require 100% funds in our project wallet. Since you will be tracking the orders and will have an update about the material reaching the warehouse. You will be informing the designer to raise the payment request for the balance 50% payment collection., so that the designer can raise the payment request and by the time you are planning to raise the shipment request, you will already have the funds collected in the wallet of the project. For example you know that the material will reach the warehouse by 30th of this month, so you will be informing the designer in advance, that on 30th the material will be received at the warehouse and that you are planning to raise the shipment request on the same day or maybe 2 days after that.. So by the time the material reaches the warehouse you already have the payment collected and can start requesting for the material delivery to the site immediately. To create an invoice we head to the Create tab on the right hand side. And select PI from the options given. Once we click on PI we are given the list of all items for which the orders were raised. We need to select only the products that we wish to get delivered at site and then click on CREATE INVOICE. So the invoice is created here, it can be saved in the files tab or it can be saved and shared with the client also. And the invoice ID is now generated. We then head to the Payments tab to allocate the final 50%payment to this PI that we just created. We Click on allocate funds, a pop up window shows us the recently created invoice. Select the invoice and click on allocate funds. Once the funds are allocated to the PI they cannot be deallocated. Our next step is to raise the shipment request for the products from the warehouse to the site. The shipment request also goes from Canvas for all the new orders. Shipments can only be requested if 100% payment has been allocated for those items and are available at a local warehouse. Products currently in the manufacturing stage cannot be requested for shipments. The minimum shipment date that can be requested is Today + 2 days and only Livspace catalog orders can be requested for shipment. We head to the Orders tab. Go to the Items View, check for the status of the products it has to be “Received at Warehouse” or “At delivery hub”. Further start selecting the products that we wish to get delivered at the site and the click on “Request Shipment”. A pop up window appears showing the products their Status and the quantity. It will ask you to select the date on which the product delivery has to be done. You need to take a 2 days buffer here and select the date 2 days after the current date. The products for which the shipment request is created will have a Truck icon indication against their name, this means that the shipment request is already raised for this product, you can check the estimated delivery on the extreme right of the screen. This was the process of how Proforma Invoice is generated on canvas and how we raise the shipment request of the products from Warehouse to the site, hope this video was helpful.