1. Log into the USF vendor portal: 2. Navigate to “Documents” in the upper left corner, then “document search” then “search documents.” 3. Once there you can select search by “sales orders” from the drop down menu. You can enter the sales order number if available or you can leave blank and select “go” to search all available sales orders for a date range.
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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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