How to Partially Send Stones from a Parcel on Invoice?

How to Partially Send Stones from a Parcel on Invoice?

This guide will help you understand how to partially send stones from a parcel Invoice using the GemCloud Trader ERP system. Follow the steps below and refer to the accompanying GIFs for visual guidance.

Step 1: Access Your Inventory

  1. Navigate to the Inventory Catalog.
  2. From the dropdown menu, select My Inventory.

Step 2: Select a Parcel 

  1. Browse through My Inventory.
  2. Click on the parcel or lot you need to send on Invoice.

Step 3: Initiate Invoice Process

  1. After selecting the parcel, click on the Add to dropdown.
  2. Choose Invoice from the options.

Step 4: Draft Invoice Creation

  1. A new Draft Invoice page will appear with the details of the selected stone(s).

Step 5: Choose Partial Invoice Option

  1. Select the parcel again within the draft invoice.
  2. Click on the Partial Invoice button.

Step 6: Enter Details for Partial Invoice

  1. A new box will appear.
  2. Enter the required details for the stones you want to send on Invoice:
    • Weight
    • Quantity
    • Price
  3. Click on Add to Invoice.

Step 7: Finalize Invoice

  1. The parent stone will automatically revert to My Inventory and the stone status will changed to Sold.
  2. The child stone (partial invoice) will be added to the Invoice.
  3.  Click on Save to finalize                                                   

Step 8: View Parcel Summary

  1. To check the summary of your parcel:
    • Go back to My Inventory.
    • Click on the Entrust button to see the summary of  partial Invoice  stones from that parcel.

By following these steps, you can efficiently manage and send partial parcels on Invoice, ensuring accurate record-keeping and smooth transactions.

Feel free to reach out to our support team if you encounter any issues or need further assistance.


    • Related Articles

    • How to Partially Send Stones from a Parcel on customer memo?

      This guide will help you understand how to partially send stones from a parcel/lot on memo using the GemCloud Trader ERP system. Follow the steps below and refer to the accompanying GIFs for visual guidance. Step 1: Access Your Inventory Navigate to ...

    • How to share an Invoice?

      Sharing an Invoice with your clients or colleagues is one of crucial aspect of business operations. You can easily share your invoices through an Interactive Link, Email, or Social Media. Sharing an Invoice through Interactive Link: Step 1: Navigate ...

    • How to Convert a Memo into an Invoice?

      Efficiently converting memos into invoices is essential for businesses to streamline transactions and maintain accurate financial records. GemCloud provides a straightforward process for converting memos into invoices. Follow these steps to convert a ...

    • How to add a new stone to an existing save Invoice?

      One of the key features of GemCloud is the ability To add stones to an Existing Customer Invoice. This feature is especially useful for Gemstone businesses that frequently add new stones to their Inventory. Adding Stone by Add to Scan Step 1: ...

    • How to Add Parcel Type Default Unit?

      While uploading parcel type stone from a excel upload, If there is no value enter in Calibrated, Selling Unit, weight Unit and Decimals, It will pickup the default unit that are selecting from configuration. Step 1: Navigate to the Top right and ...