Pre-deposit Amount or PD is a statement that helps you make purchase invoices in bulk.

In order to do so you have to first configure the format in our system and link it a supplier. 

Note:This is a one-time process for a new supplier

How to make the configuration of PD (Pre-Deposit Amount)

To make configuration for PD you need to follow the given procedure:

• On the dashboard of our finance module, search for "Data Import Config Template List" in the global search bar (as shown in figure)

• Following modal will open up with list of templates already configured in our system.Click on "New" (Refer Figure) 

• Enter a Title for your template.For example-"PD1-Supplier1" (as shown in figure)
  Note:Title should be as per your convenience for ease of search-ability

Once you finish entering basic details, you need to make the requisite configuration (as per format)

• Field Name-Select the field name one-by-one from the drop-down

• Header in excel- Enter the exact name (as per your excel) against each field 

Note: If you click on "Tax Included" the amount entered should include the tax amount along with the debit and credit amount

If you click on "Is required", the field is mandatory in the excel sheet that will be uploaded for making the purchase invoice

You can now click on "Save" (as shown in figure) to save the configuration successfully

How to link Configured template to a supplier

Once you have configured this template you can link it with the supplier.

You need to follow the given steps to link it with the supplier

• On the finance dashboard search for "Supplier List" in the global search bar (as shown in figure)

A modal will open up with a list of  suppliers already created.Select the supplier to which you want to link the configuration (as shown in figure)

Following supplier details page will open up.Scroll down to "Data Import Configuration Section" (as shown in figure)

• Select the PD template that you have created and click on " Save"

Your template is successfully linked to supplier