Aerchain.io

TABLE OF CONTENTS

• What is a PO Flip
• How to do a PO Flip - Customer Side
• How to do a PO Flip - Supplier Side
• Fields Explained
• Walkthrough

What is a PO Flip

The term PO-Flip denotes the invoice creation for a purchase order. So if you are looking for steps to create an invoice for a purchase order you are at the right place, please read below.

How to do a PO Flip - Customer Side

Typically an invoice has to be created by the suppliers on the Aerchain supplier portal. But, for some reason, if the customer had wanted the customer to create an invoice in Aerchain, Aechain has it covered. A customer can create an invoice entry on Aerchain on behalf of the supplier. Read on to learn how.

1. Log in to the Aerchain customer portal.
2. Click Modules.
   
3. Click POs under Purchase Orders.
   
4. Click the PO Code of your choice.
   ✔️ View page of that PO is presented.
5. Click the Create dropdown.
6. Click Invoice.
   ✔️ Invoice creation page is presented.
7. Upload Invoice Document.
   
8. Fill in the values.
9. Click the Submit button.
   ✔️The Approvers pop-up opens.
10. Type and choose the approvers.
    
11. Click the Submit button.

Note

To create a partial invoice, an invoice only for selected line items, follow the below steps:

1. Follow steps 1 to 4.
2. Check the required line items using the checkbox.
3. Continue from step 5.

How to do a PO Flip - Supplier Side

A notification is sent to the supplier, once the purchase order is created on the customer side. Follow the below steps to create an invoice for a purchase order.

1. Log in to the Aerchain supplier portal.
2. Click on the Notification icon 
3. Click on the new purchase order notification.
   ✔️ The purchase order view page opens.
4. Click the Accept button to accept the purchase order.
   ✔️ The accept schedule pop-up opens.
   
5. Optional: Click the Reject button to reject the purchase order.
   
6. Optional: Type in the accepted quantity in the Accepted Quantity text box.
7. Optional: Click the Supplier ETA date option to choose the date.
8. Optional: Click the Split button in the Actions column to create another row.
9. Optional:  Repeat until the date and quantity align with your potential.
10. Click the Accept button.
    ✔️ The purchase order view page opens.
11. Click the Create Invoice dropdown.
12. Click Tax Invoice.
    ✔️ The invoices creation page opens.
13. Fill in the details.
14. Click the Submit button.
    ✔️The invoice validation pop-up opens.
    
15. Click the Submit button.

You have successfully created the invoice from the supplier portal.

Fields Explained

Walkthrough

Please follow the below walkthrough to understand the above better.

Please feel free to reach out to support@aerchain.io should you have any questions or feedback.