Functions in Bills

Here’s a guide to some basic functions you can perform with Bills in MindX Inventory.

Create Bill

Follow these steps to create a new bill in MindX Inventory:

Navigate to Purchases > Bills.
Click on + New to open the bill creation page. Fill out the required fields as outlined in the table below:

Section	Field	Description
Header Section	Bill #	A unique identifier for the bill, which is auto-generated but can be edited.
	Order Date	The date when the bill is created.
	Delivery Date	The payment due date for the bill.
Dropdowns	Supplier	Select the supplier whose bill you’re recording.
	Warehouse	The location of supply, auto-populated based on the supplier’s details.
Items Table	Item	Select the item or service being billed.
	Quantity	Enter the number of units being purchased.
	Price	Input the price per unit; this may be auto-filled but is editable if necessary.
	Tax	Apply any applicable tax percentage or rate to the item or service.
	Amount	The total cost for each item, calculated based on quantity, price, and tax.
Footer Section	Notes	Add any additional information for reference, such as special payment terms.
	Subtotal	Displays the total amount before taxes.
	Tax	Shows the total tax amount for the bill.
	Total	Displays the grand total amount, including applicable taxes.

Select the Supplier and specify details such as the Source of Supply and Destination.
Add items to the bill, specifying their quantities, prices, and applicable taxes.
Review the Subtotal, Tax, and Total fields to ensure accuracy.
Click Save to finalize and create the bill.

If you’ve already created bills, you can easily view them. Here’s how:

Navigate to Purchases > Bills.
Select the bill you wish to view. This allows you to keep track of your expenses, manage vendor payments, and maintain accurate financial records.

Prerequisite

Ensure you have the necessary permissions to create or edit bills in MindX Inventory.

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