How to enter a Coca-Cola invoice

How To

How do I enter a Coca-Cola supplier invoice?

Follow these steps

To enter a Coca-Cola invoice into GlobalTill, follow these steps.

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Set up Coca-Cola as a supplier

To set up Coca-Cola as a supplier, follow these steps.

1. Select Purchasing > Suppliers List.
2. Select Actions > New Supplier.
   
   
3. Enter the Supplier Name as Coca-Cola Canada, and input the Default tax rate for your region.
4. Ensure Prices includes taxes and Auto subtract deposit are both unchecked. Then select Submit.
   

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Create the invoice

Once Coca-Cola is setup as a supplier, create and populate the invoice.

To create the invoice, follow these steps.

1. Selecting Purchasing > Supplier Invoices.
2. Select the Wrench icon > New Supplier Invoice.
   
3. Select Coca-Cola Canada as the supplier, enter the Date of invoice, enter the Supplier reference, then select Submit.
   
4. From the blank invoice, select Actions > Edit.
   
5. Select New to add products.
   
6. In the Coca-Cola example below, enter the unit price as the cost into the GT Backend. Work from the email confirmation from Coca-Cola because their unit price includes GST, but does not include a deposit.
   

   Coca-Cola Invoice Example
   

7. In the GT Backend, the invoice is entered like this.
   
8. Once your invoice is complete, post and receive the invoice as usual.

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Frequently asked questions

1. Why is the deposit $2.00? 
   For 2L bottles, GT follows the container deposit rule for Alberta, which is $0.25 on bottles larger than 1L. Eight bottles at $0.25 is $2.00 total.
2. How do I know the units per case?
   Some versions of the Coca-Cola invoices have the units per case in the product description, like 2x15x355 mL. However, not all versions do. When in doubt, consult with Coca-Cola directly.
3. The total of the GlobalTill invoice doesn't match my paper invoice. Why?
   Coca-Cola has a non-line item fee called a container recycling fee. This is separate from government-mandated bottle deposits. You are not required to add this charge in GlobalTill, but you may if you want your order total to be closer to the balance.
   
   
   • Enter this in GT as an order charge non-line item.  From the supplier invoice, select Actions > Edit, then select Edit Invoice Info from the top of the screen.
   • Enter the recycling fee in the Order charge non line item field, select yes under Order charge non line item taxable, then select Submit.