Create a DSD Invoice

Create a DSD Invoice or Credit Note
Your invoices must comply with Metro's business rules. Before you create an invoice, set up a product catalogue, address book containing the shipping and billing addresses, and templates. This will save you time and keep you from making costly errors: Product Catalogue Address Book Template. CREDITS: To credit an item or create a credit note, the steps are the same as below except for a few minor differences. The quantity invoiced must be in a negative format (i.e.: -4). The taxes at item level must remain positive. You can have both debits and credits in the same EDI transaction. If the total amount and taxes are credits, they must be negative format (i.e.: -125.50). If you've entered a negative quantity, the software will calculate this as a credit. To create a new invoice from a template, open the software and depending on how many templates you created, follow one of these options: If you created one single template, click on New → Metro Detailed Invoice DSD → OK. If you created multiple templates, click on New → Metro Detailed Invoice DSD → Templates. Select a template from the list and click on Use Selected Template. Start by adding items from the catalogue to the invoice. Select an item from the left-side catalogue pane and click on Add →. Enter the missing data or make changes. Quantity invoiced: Mandatory. UOM: Mandatory. Total Packs: Optional. How many packs/units in the case. This field is not used for variable weight. Taxes: Must be entered on taxable items. Amount of Units Shipped: If you are invoicing by weight, enter the amount of cases (or units) shipped otherwise leave blank. UOM (for variable weight): Select "case" unless otherwise specified by Metro. Allowances/Charges: To add an allowance or charge to the item, follow these steps: Click on Add (bottom right). Choose an indicator (allowance or charge). Choose a Type from the list. Enter the Amount. Do not put any minus signs in front of allowances! Choose the type of Handling from the list. The description is optional. Click on Save. To add another, repeat the steps. Finished with the item? Click on Save. To add another item, repeat the steps. When you are done adding items, enter the missing data on the rest of the invoice. Invoice Number & Invoice Date: Mandatory. Shipped Date: Mandatory. Terms of Sale: If you have terms and they are not already there via a template, enter them now. Ship to & Bill to: All fields are mandatory. If need be, use the address book to populate the fields. Click on the Calculate Totals button. The module will calculate quantity x price + taxes + charges - allowances. It will also populate the total units, weight (for variable weight items) and the UOM. Saving the invoice. There are two options: Draft: This is used if you don't have time to finish the invoice, but do not want to lose the data that you have already entered. It saves the invoice without validating the data. Invoices saved as drafts cannot be sent. Save: Click on this button if you are ready to send the invoice. If you have omitted any mandatory fields, the software will advise you. Enter the data and save again. The software will also advise for errors. If you bypass the errors, you may receive an error report. There are charges for error reports sent to suppliers. Also note that Metro may reject your invoice, and ask you to correct and resend it. Suppliers who resend an invoice will also be charged for that invoice. Please do not ignore the software warnings. Send the invoice. Click here if you require assistance on how to send invoices.

Create a DSD Invoice or Credit Note

Your invoices must comply with Metro's business rules.

Before you create an invoice, set up a product catalogue, address book containing the shipping and billing addresses, and templates. This will save you time and keep you from making costly errors:

CREDITS: To credit an item or create a credit note, the steps are the same as below except for a few minor differences.

The quantity invoiced must be in a negative format (i.e.: -4).
The taxes at item level must remain positive.
You can have both debits and credits in the same EDI transaction.
If the total amount and taxes are credits, they must be negative format (i.e.: -125.50). If you've entered a negative quantity, the software will calculate this as a credit.

To create a new invoice from a template, open the software and depending on how many templates you created, follow one of these options:
- If you created one single template, click on New → Metro Detailed Invoice DSD → OK.
- If you created multiple templates, click on New → Metro Detailed Invoice DSD → Templates. Select a template from the list and click on Use Selected Template.
Start by adding items from the catalogue to the invoice. Select an item from the left-side catalogue pane and click on Add →.
Enter the missing data or make changes.
- Quantity invoiced: Mandatory.
- UOM: Mandatory.
- Total Packs: Optional. How many packs/units in the case. This field is not used for variable weight.
- Taxes: Must be entered on taxable items.
- Amount of Units Shipped: If you are invoicing by weight, enter the amount of cases (or units) shipped otherwise leave blank.
- UOM (for variable weight): Select "case" unless otherwise specified by Metro.
- Allowances/Charges: To add an allowance or charge to the item, follow these steps:
  - Click on Add (bottom right).
  - Choose an indicator (allowance or charge).
  - Choose a Type from the list.
  - Enter the Amount. Do not put any minus signs in front of allowances!
  - Choose the type of Handling from the list.
  - The description is optional.
  - Click on Save.
  - To add another, repeat the steps.
Finished with the item? Click on Save. To add another item, repeat the steps.
When you are done adding items, enter the missing data on the rest of the invoice.
- Invoice Number & Invoice Date: Mandatory.
- Shipped Date: Mandatory.
- Terms of Sale: If you have terms and they are not already there via a template, enter them now.
- Ship to & Bill to: All fields are mandatory. If need be, use the address book to populate the fields.
Click on the Calculate Totals button. The module will calculate quantity x price + taxes + charges - allowances. It will also populate the total units, weight (for variable weight items) and the UOM.
Saving the invoice. There are two options:
1. Draft: This is used if you don't have time to finish the invoice, but do not want to lose the data that you have already entered. It saves the invoice without validating the data. Invoices saved as drafts cannot be sent.
2. Save: Click on this button if you are ready to send the invoice. If you have omitted any mandatory fields, the software will advise you. Enter the data and save again. The software will also advise for errors. If you bypass the errors, you may receive an error report. There are charges for error reports sent to suppliers. Also note that Metro may reject your invoice, and ask you to correct and resend it. Suppliers who resend an invoice will also be charged for that invoice. Please do not ignore the software warnings.
Send the invoice. Click here if you require assistance on how to send invoices.