When to use
When receiving merchandise from a supplier, either by typing the items or by importing the invoice XML.Before you start
Inventory module in the plan. Registered products make it easier to match the items (Products and services). The menu is Management > Inventory > Receipts.Import the NF-e XML
1
Click Import NF-e (XML)
At the top of the receipts list.
2
Upload the file
In NF-e XML file, upload the .xml file of the electronic invoice. The items are imported and matched to the catalog when possible (by barcode and then by supplier code).
3
Review
“NF-e processed!” appears and the receipt opens as a draft. Match the products that were left unlinked and check quantities and costs.
4
Confirm
Use Confirm Receipt. The balance of the matched products is updated.
Create a manual receipt
1
Click New Manual Receipt
Opens the two-step wizard.
2
Receipt Data
Registered supplier (optional; fills in name and document), Supplier, CNPJ / CPF, Issue Date, Document No. / Receipt, NF-e Access Key (44 digits) and Notes.
3
Receipt Items
Use Add Item. For each one: Catalog Product (optional), Description, Qty, Unit, Unit Cost, Subtotal, Supplier Code, Barcode, NCM and CEST.
Status and actions
On the receipt: Confirm Receipt (asks for confirmation and cannot be undone), Cancel and, in the list, Print Labels and Issue inbound NF-e (for confirmed receipts without an NF-e key; see Inbound NF-e). The list shows NF / Receipt, Supplier, Issue, Total, Status, Items and Confirmed on, with a filter by Status.
Suppliers
Register those who sell to the company.
Received invoices
Import purchases through Tax (Fiscal).