HomeKnowledge BaseSales

Sales

Credit Notes Summary and Creation

96 views /  0 like /  /

Credit Notes:

Credit notes dashboard comprises of two features mainly,

1. Summary

2. Filter

These provide a general overview of the credit notes status of a business.

1.Credit notes summary:

Credit notes summary is of two types,

1.1 Progress

1.2 Circle

The above types provides the information below:

Total credit notes Amount: Total amount of credit notes to be refunded.

Closed: Sum of all the credit notes that are yet to be refunded.

Open: Sum of credit notes that are refunded to the customer  .

By clicking on Closed credit notes, all the refunded credit notes are filtered. Similarly for remaining open credit notes.

       1.1 Progress type summary:

This summary gives the data in figures ( currency ) and credit notes count.

These can again be filtered based on currency ( like USD, INR, Dinar etc). This allows fetching of all the credit notes either open or closed with that particular currency

This is for Progress type summary,

1.2 Circle type summary:

This summary gives the data in percentage ( credit notes) and amount of all the credit notes.

2. Filter /Custom filter:

Credit notes filter allows us to filter the credit notes by entering the required type in the fields.

These fields are,

2.1 Date: These are the options available in the date filter.

2.1.2 Today,

2.1.3 Yesterday

2.1.4 Last 7 days

2.1.5 Last 30 days

2.1.6 This Month

2.1.7 Last Month

2.1.8 This Year

2.1.9 Last Year

2.1.10 All time

2.1.11 Custom Range – Specific dates can be given.

2.2 Type: These are of 3 types.

2.2.1 Created date

2.2.2 Credit notes date

2.3 Credit Notes Status: This shows the credit notes status.

2.3.1 Open

2.3.2 Closed

2.4 Currency: Filters based on Currency.

2.4.1 USD

2.4.2 INR

2.5 Customer: Allows to filter based on customer name.

Add New Credit notes:

To Add new credits notes go to Sales -> Credits notes and click on the button Add new credits notes.

The Credits notes creation page is shows as follows:

Customer: Select the relevant Customer from the Customer list.

Currency: In this field, the data is filled by default based on the customer’s currency.

Credits notes Status:  Credits notes status field allows the admin whether to Published/Draft the Credits notes to the customer. If the Credits notes status is published then it will be displayed in Customer’s panel and if the status is Draft it won’t be visible in the customer’s panel.

Credit Status: Whether the refund is completed or not.

Address and Delivery Address: Customer’s addresses are given in these fields, in order to refund the Credits notes.

Credits notes No: This number is automatically generated by default and can be assigned manually.

Title: Entity that defines the name of Credits notes.

Credits notes Prefix/Quantity:  This prefix is set to a default value from Credits notes Settings.

Reference:  It refers to a particular Credits notes.

Payment methods: Select the payment methods you want your customer to pay with. All enabled payment methods will be presented to the client as options so that they can choose the payment method of their choice.

Additional Tax/Discount: Additional Percentage/value sum ups to Total Credits notes amount.

Additional Tax/Discount Format: Tax/Discount will be added after/before the product was bought.

  • Item/Product: This is the name of the item you are billing for. You can either enter the details manually, or start typing and pick the items.
  • Quantity: The number of units being charged.
  • Unit Price: The amount you charge per unit of items.
  • Tax Rate: To apply tax to the item, click on the Tax field and select the relevant tax from the drop-down list.
  • Discount: This is the discount percentage/value you need to apply for the particular item.
  • Description: Add more information about the item. This will help the customer better understand the job completed, and is also useful for your own reference

The ‘+‘ icon symbol beside some fields allows you to directly add the particular’s through a Pop-up menu to their respective modules.to add directly from here to those respective modules.

Related Articles

Delete Purchase Order

53 views /  0 like /  /

To Delete a Purchase Order, Click on Delete button where deleted items will be moved to Trash.

In order to get back the deleted orders, click on the Restore button in the Trash page and they will be restored to Purchase Orders list.

The orders can also be Delete Permanently, by clicking on delete permanently button.

Related Articles

Purchase Order Actions

66 views /  0 like /  /

These are actions that can be performed on the particular purchase order to make changes/view as per the requirements.

(i) Edit

(ii) Make Payment

(iii) Email

(iv) SMS

(v) Mark As

(vi) Preview

(vii) Clone

(viii) Upload

(ix) PDF

(x) Print

Edit button allows to edit the content of the Purchase Order.

Make Payment button allows to make the payment for the product.

Sending of EMAIL/SMS related to purchase order can be done by clicking on the Email/SMS buttons. Which sends the status of purchase order through Email/SMS.

Mark As button allows to change the payment status of the Purchase Order.

By clicking on Clone, we can create the duplicate of the Purchase Order.

By clicking on Uploads, we can add the attachments to it by uploading only required files. Otherwise, it won’t accept.

Through PDF/Print buttons, we can download  and Print the Purchase Order.

For more details refer this link

Related Articles

View Purchase Order

80 views /  0 like /  /

After Creating the Purchase Order, Click on View that redirects to Purchase Order’s View page.

Purchase Order View:

The Purchase Order number is taken automatically/manually in such a way that, even though we edit manually the sequence of the purchase order number doesn’t change.It will be generated based on the setting from Master Settings–>Purchase Order Settings.

Reference Number: This number gives reference to the particular purchase order

Payment status:This status is of 3 types:

  • Paid: When the payment is fully paid.
  • Partially paid: When the payment is Partially paid.
  • Unpaid: When the payment is unsuccessful.

Receipient : It displays the details of the customer to track the purchases.This is also generated even if the payment is unsuccessful for the admin.

Related Transcations: All the transactions related to previous order are displayed in this tabular form.

Order History: This tabular form gives history of  all the actions on the particular purchase order. From this we can know the location(approximate) of particular action occured.

Here we can view the Purchase Order Number, Reference Number, Payment status, Recipient address, Purchase Order details, Payment method and Transactions ( Pending, Success, Cancelled ) in a single platform.

Please Login To Download Attachments
Related Articles

Add Purchase Order

96 views /  0 like /  /

To Add new Purchase Order go to Stock–> Purchase Orders and click on the button Add new Purchase Order.

The Purchase Order Creation page consists of the following fields:

Subject: The name of the entity.

Purchase Order: Purchase Order status field allows the admin whether to Published/Draft the Purchase Order to the customer. If the Purchase Order status is published then it will be displayed in Customer’s panel and if the status is Draft it won’t be visible in the customer’s panel.

Supplier: This field allows to assign a relevant third party who supplies the products.

Address: Suplier’s address was auto filled in this field.

Purchase Order: This number is automatically generated by default and can be assigned manually.

Reference:  It refers to a particular Purchase Order.

Currency: In this field, the data is filled by default based on the Suplier’s currency.

Warehouses: The place where the products are stored.

  • Item/Product: The product name can be either manually typed or picked from the listed options.
  • Quantity: The number of units being charged.
  • Unit Price: The amount you charge per unit of the items/products.
  • Tax Rate: It can be applied to the item/product by selecting the relevant tax from the drop-down list.
  • Discount: It can be applied to any particular item either as a percentage or a fixed value.
  • Description: Additional information about the item/product. This will help the customer to understand the product’s features in a better way.

If the admin wants to buy a product from the Supplier, then admin has to select the supplier and the product.

Update Stock: This field allows to keep the track of products whether to be stored in stock or not.

Additional Tax/Discount: Additional Percentage/value sum ups to Total Purchase Order amount.

Additional Tax/Discount Format: Tax/Discount will be added after/before the product was bought.

 

The admin can update the stock by checking the checkbox “yes/no”, this will allow whether the product to be updated or not into the stock section.

The ‘+‘ icon symbol beside some fields allows you to directly add the particular’s through a Pop-up menu to their respective modules.

Related Articles