Payments can be a pain to manage and create, but are such an integral part of the ordering process it is hard to avoid it. This is why we have made it significantly easier for you and your team to create new payments automatically during the order creation process.
Now, when you create a new supplier or update an existing one you have the option of including “Payment Terms.” These terms are now used to automatically create payments after the supplier is added to an order.
How does this work?
Well, first things first, you will need to ensure the supplier you are adding to the order has payment terms added to their profile. You can learn how to do that here!
Once you have that taken care of the rest of the process is super simple.
Step 1: Create/Update a PO.
You’ve always gotta start with the basics. If you aren’t sure how to create a PO in Genie, you may ned to venture off once more to check out this guide.
Step 2: Adding a new payment.
Now that the order has been created and all of the information has been created surrounding your products and costs, you can add a new payment.
Select ”Add” from the payments card on the right of the page and choose the option “From Supplier Payment Term.”
This will generate new payments based on the payment terms you have configured for that supplier. After the payment has been generated, you should see the payment card get filled with the correct payment amounts based on the order information and when the payment will be do.
If everything looks good and you agree with what was generated, then you can save the PO, and you’ll be done.
However, if you want to make some adjustments or have made a payment beforehand, you can very easily edit this information.
1. Select “Manage” on the payments card.
2. From the manage window, make the necessary adjustments.
The manage window allows you to update all of the payment information that is related to this order. You can:
Adjust total values
Change due dates
Update the status
Change the names
Or add additional context about the payments in the description box
After everything is said and done, you can click the “Save” button at the top right and exit the order.
Thank you for reading this Help Center article! Our goal is to help you become an inventory pro. If you have any other questions, feel free to reach out to our team, book a meeting, or explore more of our Help Center for more guides on navigating and configuring Genie.
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