Log into the USF vendor portal - Home Page | myUSF1. Log into the USF vendor portal: 2. Navigate to “Documents” in the upper left corner, then “document search” then “search
Post on 29-Jun-2020
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1. LogintotheUSFvendorportal:
2. Navigateto“Documents”intheupperleftcorner,then“documentsearch”then“search
documents.”
3. Oncethereyoucanselectsearchby“salesorders”fromthedropdownmenu.Youcan
enterthesalesordernumberifavailableoryoucanleaveblankandselect“go”tosearchallavailablesalesordersforadaterange.
4. Thesearchresultsaredisplayedandyoucanselectthesalesorderyouwouldliketoinvoice.Inthelasttwocolumnstheamountinvoicedtodateiscomparedtothetotalamountofthesalesorder.
5. Onceasalesorderisselected,inthetoprighthandcornerselect“createinvoice”.Inthis
screenvendorsarealsoabletoreviewsalesorderdetailsandobtainanyattachmentsetc.
6. Fillintheinvoicenumber.
Invoicetodatev
TotalSalesOrder
7. Fillinshippingandhandlingasnecessary.
8. Changepricingandquantityasnecessary.
9. Intheinvoicescreenvendorscanenteranyadditionalinformationbutallnecessaryvalues
aredefaultedfromthesalesorderinformation.Simplyselecting“sendtocustomer”intheupperrighthandcreatesaflippedinvoice.Atthebottomofthescreenamountsinvoicedcanbeeditedbylineitemasshowabovebeforesubmitting.Onceeditsarecompleteselect“save”toupdatetheformand“sendtocustomer”tosendthecompletedinvoice.
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