RoamV2 - Invoice Arrivals

RoamV2 - Invoice Arrivals

The Invoice Arrivals section of Roam allows you to arrive invoices from Suppliers.
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Your Roam device must be connected to the internet to use Roam Invoice Arrivals

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 Roam Invoice Arrivals page, 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 Roam Invoice Arrivals page, 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 in Roam, you need to mark it as Complete to send the Invoice to Retailer.
  1. From the Roam Invoice Arrivals page, select the invoice.
  2. In the Edit Invoice Details screen, click the 'Complete invoice' button at the top of the screen

Arrive Invoice in Retailer

The Invoice will then import into Retailer → Invoice Arrivals.
If the Invoice contains Stock items which have backorders, store orders/allocations or items that do not exist in Retailer, it cannot automatically arrive and will need to be processed in Retailer.
A notification will appear in Retailer to alert you that a 'Roam Invoice(s) failed to import'
  1. In Retailer, open Stock → Invoice Arrivals.
  2. In the top right corner, click EDI.
  3. Tick the Invoice and Click Ok. The arrival process will then begin.