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Palletline: self bill and invoicing comparison

How to import your sales and purchase self bills from Palletline and compare the costs

Adriaan Coppens avatar
Written by Adriaan Coppens
Updated over 11 months ago

Introduction

On Contrado, you can download both the:

  • Sales self bill

  • Purchase self bill

You then need to download it by pressing the save button and select the excel format (make sure to select xlsx):

Sales self bill

When you open the excel file, then you need to press filter:

And then filter on column Q and make sure to deselect the following:

  • Depot

  • (Blanks)

  • DeliverySupplement

  • DeliveryDepotCover

You then need to select all the charges in column P and make sure to switch the format to General:

Then you need to create a new invoice in Qargo by clicking Create invoice:

Then select Palletline as customer and click on Upload spreadsheet:

Then select everything in your excel sheet (after filtering!) and press copy and then paste it in Qargo:

Then select reference column: A and charge amount column: P

Then press save and we will automatically compare the self bill with the amounts in Qargo.

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