Knowledge Base

Premier: New Premier Invoicing Report


|

Premier Overview


Your Dell Premier Webpage provides your organization with a customized, secure online toolset for purchasing, reporting and product support. This is all backed by a dedicated account team that can adjust settings, and add or remove features and options that fit your organization. Your dedicated account team are the only authorized users that can make changes to your organization's Dell Premier Webpage settings and features. These include but are not limited to: adding and removing users, adding Dell Customer Number Billing details, adding/removing the ability to allow user’s access to Add/Remove/Edit shipping addresses, setting up Premier Reporting, and controlling the price of your Catalogs.

This article provides instructions on how to benefit from the new Premier Invoicing Report, as an exclusive service for our Premier Website customers. Users with reporting access can easily view and print invoices online.

The Premier Helpdesk is aware of a couple of issues with the New Premier Invoice Report and are working with Application Support Teams as well as Development Teams to resolve these issues as quickly as possible. Please see our Frequently Asked Questions article for more information: Premier Reporting - Premier Invoicing Report Frequently Asked Questions





The Premier Invoicing Report has been enhanced to provide you with an improved customer experience. Enjoy the simplified and faster navigation and learn below how to get the most out of the new report.

Clicking on the video below will provide you with a general overview of the New Premier Invoicing Report - English Only Video:


New Premier Invoicing Report Overview Video (03:22) - English Only



Table of Contents:
  1. Accessing your Premier Invoicing Report
  2. About the Premier Invoicing Report
    1. Filtering options
    2. Available information
    3. Retrieving a certified copy of the invoice
    4. Exporting the report
    5. Customizing items per page
  3. Frequently Asked Questions
  4. Premier Video Library


Accessing your Premier Invoicing Report

To access the list of available reports, click on "Account" located on the top-right of the masthead and then click on "Reports" to expand this section. A list of reports will appear (this will be setup by your Dell Account Team). Select the Premier Invoicing Report (Shown with the numeral 3 in the image below) (Figure 1: Navigating to the Invoice Report via Account).

Navigating to the Premier Invoice Report via Account
Figure 1: Navigating to the Invoice Report via Account


If you are unable to find the Premier Invoicing report on your Premier Webpage please contact your Dell Sales Account Team to have this report enabled for you. Follow this link to learn How to find your Dell Sales Account Team on Premier.

Back to Top of Page



About the Premier Invoicing Report

The Premier Invoicing Report has been developed as an exclusive service for our Premier Website customers. Whether you place your order online or via your Dell Account Team, the Premier Invoicing Report returns invoices for any customer number enabled for reporting.

The new Premier Invoicing Report allows you to find invoices easier than before. The simplified and faster navigation provides you with a much more robust experience. An overview of how to use this report is listed below:
  1. Filtering Options
  2. Available Information
  3. Retrieving a Certified Copy of the Invoice
  4. Exporting the Report
  5. Customizing Items per Page

Filtering Options

Filtering Options now enable you to find invoices by: Customer Number, Search By, Invoice Status or by using a Date Range (from/to).

1 - Customer Number - This dropdown will display the customer number(s) that are associated to your Company's Premier Webpage. If you are missing a Customer Number from this list, please contact your Dell Sales Account Team to have it enabled for you. Follow this link to learn How to find your Dell Sales Account Team on Premier if needed.

2 - Search By - This field allows you to retrieve your invoice(s) by: Invoice Number, Dell Order Number or Purchase Order (PO) Number.

3 - Status - This gives you the ability to filter by the invoice status (Paid vs Unpaid).

4 - Date Range (from/to) - You may refine your search by selecting a date range to filter your results.

When you are ready, just click "Apply" to view the list of available invoices (Figure 2: Filtering Options).

Filtering Options
Figure 2: Filtering Options

Back to Top of this Section

Available Information

You should have access to all of your invoices linked to your customer number(s). Order invoices will be available once your order has been shipped and the Order Status show "Shipped" or "Delivered."

The default columns for the Premier Invoicing Report are: Invoice Number, Invoice Date, Order Number, PO Number, Invoice Due, Status and Invoice Total (Figure 3: Invoice Report Available Information).

1 - Invoice Number - This is a unique number provided by Dell when your order has been shipped. The invoice number also provides you with a clickable link, which returns the electronic copy of the invoice that you can download or print.

2 - Invoice Date - This is the date when the order was shipped from Dell.

3 - Order Number - This is the Dell Order Number, it also provides you with a clickable link to view the details of the order.

4 - PO Number - This is your purchasing order reference number that was provided when placing your order with Dell.

5 - Invoice Due - This indicates the partial or full amount due for the invoice.

6 - Status - This provides you with the status of your invoice (paid vs unpaid).

7 - Invoice Total - This is the total amount of the invoice.

Invoice Report Available Information
Figure 3: Invoice Report Available Information

Back to Top of this Section

Retrieving a certified copy of the invoice

Getting a copy of your invoice is very easy, simply click on the Invoice Number (as shown in Figure 4: Invoice Report Available Information above) and your invoice will be opened in a new window or a new tab within your existing browser window.

Once the invoice that you have selected has been opened you will be able to print or download the invoice as a PDF as needed (Figure 4: Download a copy of your Invoice).

Download a copy of your Invoice as a PDF
Figure 4: Download a copy of your Invoice

Back to Top of this Section

Exporting the report

You can easily download your invoice report in a CSV format by clicking on the Export all button provided (Figure 5: Export the invoice report button)

Export the invoice report button
Figure 5: Export the invoice report button

Back to Top of this Section

Customizing items per page

If you want to view more than 10 invoices per page, you can easily use the dropdown menu to adjust the amount of invoices shown per page. You can select: 10, 15, 25 or 75 (Figure 6: Items per page dropdown option).

Items per page dropdown option
Figure 6: Items per page dropdown option

Back to Top of this Section
Back to Top of Page



Frequently Asked Questions
  1. What can I do if I am unable to find an invoice for my Dell Order on my Premier Website? Click Here to Learn more
  2. What can I do if my Customer Number is missing from the list of available customer numbers? Click Here to Learn more
  3. View all Premier Invoicing Frequently Asked Questions
Back to Top of Page



Premier Video Library

The Premier Video Library provides you with short videos that you can watch in order to learn more about the Premier Webpage experience. Click on this link to go to the Premier Video Library

Back to Top of Page


If you have questions or need assistance.

Premier Webpage Helpdesk




Quick Tips content is self-published by the Dell Support Professionals who resolve issues daily. In order to achieve a speedy publication, Quick Tips may represent only partial solutions or work-arounds that are still in development or pending further proof of successfully resolving an issue. As such Quick Tips have not been reviewed, validated or approved by Dell and should be used with appropriate caution. Dell shall not be liable for any loss, including but not limited to loss of data, loss of profit or loss of revenue, which customers may incur by following any procedure or advice set out in the Quick Tips.

Article ID: HOW12066

Last Date Modified: 01/10/2018 05:11 PM


Rate this article

Accurate
Useful
Easy to understand
Was this article helpful?
Yes No
Send us feedback
Comments cannot contain these special characters: <>()\
Sorry, our feedback system is currently down. Please try again later.

Thank you for your feedback.