Purchase-sell-stock software invoice generation method for middle and small-sized enterprises

Abstract

The invention discloses a purchase-sales-stock software invoice generation method for small and medium-sized enterprises, and relates to the technical field of purchase-sales-stock accounting. The method comprises the following steps of: 1, exporting an invoice file from an electronic tax bureau by one key; 2, importing the electronic invoice file into purchase-sale-stock software by one key; 3, automatically establishing a corresponding relation between the goods or tax-deserved labor service name and the commodity name according to a set rule; 4, automatically adding commodity files according to the set rules; step 5, autonomously adapting or assigning warehouses in batches; and step 6, generating business receipts by one key, wherein the business receipts mainly comprise a purchase warehouse-in order, a purchase goods return order, a sales warehouse-out order and a sales goods return order. According to the invention, high-precision and self-adaptive business receipt generation can be realized under the condition of less manual intervention, the complexity and time consumption of manual business receipt input are reduced, the automation level of a purchase-sales-stock system is remarkably improved, and the working efficiency is improved.

Description

[0001] Invoice generation is an important function in inventory management software for small and medium-sized enterprises. It refers to generating purchase receipts and purchase return orders from imported input invoices, and sales delivery orders and sales return orders from imported sales invoices. The basic process of invoice generation is as follows: 1. Export invoice files from the e-Tax Bureau.

[0002] After logging into the "Electronic Tax Bureau," businesses should click "Invoice Services" → "Invoice Inquiry and Statistics" → "Full Invoice Inquiry" → "Inquiry Type (Issued / Received Invoice)" → "Invoice Issuance Time (Start and End Time)" → "Inquiry" → "Export" → "Export All." If "Invoice Issuance" is selected for "Inquiry Type," the exported file will be an input invoice file; if "Invoice Received" is selected, the exported file will be a sales invoice file. The exported file will be in Excel format.

[0003] 2. Import the invoice files into the inventory management software. Import the input and output invoice files exported from the e-Tax Bureau into the corresponding functional modules of the inventory management software. Since the files exported from the e-Tax Bureau and the business document files are not entirely consistent, the inventory management software needs to perform conversion.

[0004] 3. Establish a correspondence between the "Name of Goods or Taxable Services" on the invoice and the "Name of Product" in the inventory management software. Since the "Name of Goods or Taxable Services" on the invoice and the "Name of Product" in the inventory management software may differ, a correspondence needs to be established between them to ensure the accuracy of data retrieval and to utilize the invoice generation function. Generally, there is a many-to-one relationship between the "Name of Goods or Taxable Services" and the "Name of Product".

[0005] 4. Automatically add product files. If the "Name of Goods or Taxable Services" on the invoice does not have a corresponding "Product Name," the inventory management software will automatically add the product name. After importing input and output invoices, the "Name of Goods or Taxable Services" on the invoices will also be automatically added to the "Goods and Products Correspondence Table," and the correspondence can be manually adjusted. Existing correspondences can also be cancelled. The "Name of Goods or Taxable Services" on the invoice can be directly saved as a product name.

[0006] 5. Automatic or Batch Warehouse Assignment. Since products must be linked to warehouses in inventory management software, warehouse information must be entered when generating invoices. If there is a one-to-one relationship between products and warehouses, the invoice information will automatically adapt to the warehouse; if there is a one-to-many relationship, warehouses can be assigned in batches.

[0007] 6. Generate Business Documents with One Click. After completing the previous five steps, you can generate business documents with one click. For input invoices, generate purchase receipts and purchase return orders with one click. If it's a blue-ink invoice, a purchase receipt is generated; if it's a red-ink invoice, a purchase return order is generated. For output invoices, generate sales delivery orders and sales return orders with one click. If it's a blue-ink invoice, a sales delivery order is generated; if it's a red-ink invoice, a sales return order is generated.

[0008] This method can generate the four most common business documents (purchase receipt, purchase return, sales delivery, and sales return) with a single click using existing invoice information with minimal human intervention. This reduces the tediousness and time-consuming nature of manually entering business documents, significantly improves the automation level of the inventory management system, and increases work efficiency. Attached Figure Description

[0009] To more clearly illustrate the technical solutions in the embodiments of the present invention or the prior art, the accompanying drawings used in the embodiments will be briefly introduced below. Obviously, the drawings described below are some embodiments of the present invention. For those skilled in the art, other drawings can be obtained based on these drawings without creative effort.

[0010] Figure 1 This is a schematic diagram of the invoice generation method for inventory management software for small and medium-sized enterprises according to the present invention.

Claims

1. A method for generating invoices using inventory management software for small and medium-sized enterprises, characterized in that: Includes the following steps: Step 1: Export input and output invoices in Excel format from the e-Tax Bureau with one click; Step 2: Import the input and output invoices in Excel format into the inventory management software with one click. During import, the invoice file and business document file are compared, and fields with the same information are matched. Step 3: According to the set rules, the software automatically establishes a correspondence between "Goods or Taxable Services Name" and "Product Name". Step 4: After importing the input and output invoices, the "Goods or Taxable Services Name" in the invoices is automatically added to the "Goods and Products Correspondence Table". The correspondence can also be manually adjusted. Already established correspondences can be cancelled. The "Goods or Taxable Services Name" in the invoices can be directly saved as the product name. Step 5: The software automatically adapts to warehouses based on a one-to-one relationship between products and warehouses. If there is a one-to-many relationship, warehouses need to be specified in batches. Step 6: After completing the above five steps, the imported invoice information can generate business documents with one click. For input invoices, a purchase receipt and purchase return order are generated with one click; if it is a blue-ink invoice, a purchase receipt is generated; if it is a red-ink invoice, a purchase return order is generated. For sales invoices, sales delivery orders and sales return orders can be generated with one click; if it is a blue invoice, a sales delivery order will be generated; if it is a red invoice, a sales return order will be generated.

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