RoamV2 - Invoice Arrivals

RoamV2 - Invoice Arrivals

The Invoice Arrivals section of Roam allows you to arrive invoices from Suppliers.

Access Invoice Arrivals

  1. From your Roam POS screen, click on the hamburger menu button ☰ in the top left corner.
  2. In the menu sidebar, click Invoice Arrivals
  3. Use the Search box at the top of the Invoice Arrivals screen to search for an Invoice Number.
  4. The 'In Progress' tab shows Invoices that have not been marked as Complete. The 'Other' tab shows Invoices marked as Complete or Cancelled
  5. The blue filter button at the top of the screen can be used to filter invoices:
    1. By Location (Multi-Store only)
    2. By Supplier
    3. By Product
  6. Click the Create New button in the top right corner to create a new invoice arrival
  7. Select an Invoice from the list to view the Invoice Details

Create Invoice Arrival

Below are the steps to create an Invoice Arrival in Roam.
  1. From the Invoice Arrivals screen, click the Create New button in the top right corner.
  2. Click Select Location and select your Retailer Location.
  3. Click Select Supplier and select the Supplier the invoice is from.
  4. (Optional) Enter Invoice Freight amount.
  5. Enter Invoice Number.
  6. (Optional) Enter Order Number.
  7. Toggle if the Cost Price entered on the Invoice is Inc or Ex GST.
  8. Enter Invoice Date, Invoice Arrival Date, Invoice Due Date. Click the Calendar icon to select a date from a Calendar view.
  9. Click the Create New button at the bottom to create the Invoice Arrival.

Add Products to Invoice Arrival

  1. From the Invoice Arrivals screen, select the Invoice
  2. Click the 'Add Product to Invoice' button
  3. Search for an Existing Product or click the New Product button to create a new product.
  4. Enter the Quantity arrived on the invoice
  5. Enter the Cost Price (Inc or Ex GST depending on the Invoice Setting)
  6. Enter the Retail Price
  7. Click 'Add Product to Invoice'

Mark Invoice Arrival as Complete

Once the Invoice Arrival is complete, you need to mark it as Complete to send the Invoice to Retailer.
  1. From the Invoice Arrivals screen, select the Invoice
  2. Click the 'Complete Invoice' button at the top of the screen

    • Related Articles

    • Invoice Arrivals Due Date

      When arriving a supplier Invoice in Invoice Arrivals, the Due Date field can be set to calculate one of four ways: Number of days after Invoice Date Number of days after the end of the Invoice Month Of the Following Month Of the Current Month The due ...

    • Invoice Arrivals

      Correct procedures surrounding stock arrival into Retailer will assist your stock control, ensuring that your stock holding figures are accurate, as well as allowing for stock reordering to occur within the system. It also allows you to keep track of ...

    • Invoice Arrivals Report

      This report gives you a printable version of the information entered into the Invoice Arrivals screen. Generating the Report On the top menu bar of Retailer, click on Reports -> Stock Reports -> Invoice Arrivals Report. In Suppliers, choose between ...

    • Adding Freight and Invoice Arrivals

      We have a video guide on how to add freight to invoices through Invoice Arrivals in Retailer - ? Freight and Invoice Arrivals Freight can be added to invoices arrived through Invoice Arrivals in three ways: A Freight charge is charged by original ...

    • Creating Subagent Orders from Invoice Arrivals

      This is for Newsagencies Only During the Invoice Arrival process, Retailer allows you to create a standing order for new titles. This has several benefits: Saves you from having to manually invoicing the subagent. Makes it easier to return the title. ...