As a restaurant manager, you may want to merge several invoices to receive (ITR). This guide will help you through this process.
Starting point: The Easilys menu.
Merging consists of creating a new ITR from at least two ITRs. The data from each ITR is then retrieved to create a new ITR.
Business case: With each receipt validation, an ITR is generated. However, some suppliers do not send an invoice for each delivery but a monthly invoice (for example, for bread). In these cases, it is necessary to merge the ITRs from this supplier to match the received invoice and enable reconciliation.
- Only ITRs can be merged with each other (it is not possible to merge an ITR with an FF).
- Only ITRs from the same supplier can be merged.
- If there are several ITRs with the same supplier product, the different lines for this supplier product will be merged if the supplier product is strictly identical with the same unit price.
Note: Under certain conditions, it is possible to unmerge a merged ITR.
- Select the Supplier orders > Supplier invoices tabs.
- Check the ITRs you want to merge.
- Select Merge.
- Edit, if necessary, the characteristics that the invoice to receive resulting from the merge should have.
- Confirm the merge by selecting Merge.
