Order Management and Payment Reconciliation

Overview

This guide explains how to manage bills and purchase orders using Sanka.

For those responsible for procurement and purchasing, having an efficient way to track payment status and reconcile payments offers a significant productivity advantage.

You can also watch the demo video below to see the methods in action. Please take a look.

Steps

How to Set Up a Bill

1. After logging into Sanka, create a purchase order for procurement.
2. Based on the invoice received from the supplier, register a bill for the created purchase order.
3. Link the bill to each item included in the purchase order.

How to Set Calculation Properties

1. Once the bill is linked to the purchase order, set the "Calculation" property for the purchase order.
2. Using the calculation property, subtract the paid invoice amount from the total amount of the purchase order to calculate the remaining balance.
3. The remaining balance will be displayed in the purchase order’s properties, allowing for easy tracking of payment status.

Example of Balance Calculation

1. For example, if the total amount of the purchase order is ¥22,000 and the bill amount for Knife A is ¥11,000, use the calculation property to calculate the difference.
2. A remaining balance of ¥11,000 will be displayed, helping you track the outstanding payment.

Conclusion

By following the methods introduced in this guide, you can streamline payment management and procurement tasks using Sanka.

This functionality is especially useful for those handling purchasing and procurement, as it allows smooth tracking of payment status.

Please give it a try!