Step 1.From the left menu by clicking on Sales then "Customer Center" will open to the new page and click the 'Transaction' button it will show the "Debit/Credit Notes" option.
Step 2. When user click 'Customer Center' then it will open new screen and click "Transaction" button it will show the "Debit / Credit Notes" option.
1.Add Debit / Credit Note: User can create new Sale "Debit / Credit Note" by clicking on this button.
2.Export to Excel: User click "Export to Excel" button then it will download Excel sheet of Sales "Debit / Credit Notes".
3.Export to PDF: User click "Export to PDF" button then it will download PDF file of Sales "Debit / Credit Notes".
4.Txn Number: User can see auto generate "Txn Number" in this field.
5.Doc Type: User can see auto generate "Doc Type" in this field.
6.Doc Date: User can see "Document Date" in this field.
7.Due Date: User can see "Due Date" of "Debit / Credit Notes" in this field.
8.Total Amount: User can see "Total Amount" of "Debit / Credit Notes" in this field.
9.Balance Amount: User can see total "Balance Amount" in this field.
Step 3. Once you are on Customer Center page click on Blue button that says “Add Debit / Credit Notes”.
Users will enter the new record for the Sales "Debit / Credit Notes" from this window.
1.Document Type: User click dropdown and select the "Credit Memo".
2.Customer: User click dropdown and select the "Customer".
3.Ship To: User click dropdown and select the "Ship to".
4.Doc Date: User can select "Document Date" in this column.
5.Billing Address: User update the "Billing Address" in this text field.
6.Shipping Address: User update the "Shipping Address" in this text field.
7.Reference no: User can enter reference number in this column.
8.Due Date: User can select "Due Date" in this field.
9.Payment Term: Users can select the payment term which will be different for every customer based on company criteria. Available terms are Net 0 = payment on time, Net 15 = payment in 15 days, Net 30= payment in 30 days.
10.Shipping Method: This drop down list will show you company names through which your products will be shipped.
11.Sales Rep: You can select your sales representative which will be dealing with customer to whom you are generating Debit / Credit Notes.
12.Site/Location: User click on dropdown and select the "location".
13.Amount: User can enter total "Amount" in this column.
14.Trade Discount: Here you can define "Discount" according to products.
15.Shipment Charges: Here you can define "Shipment Charges" in this field.
16.Miscellaneous: Here you can define general expenses in this field.
17.Total: This field will show "Total" amount of the products
18.Customer Message: If user want to enter any message for the customer then it will be entered in this field.
19.Memo: Users will enter Memo to the customer in this field.
20.Save & Close: If you click "Save & Close", then it will redirect to list page of Customer Center screen.
21.Save & Continue: User click "Save & Continue" button it will open a new screen with different options here you Manipulate
according to "Debit /Credit Notes" screen.
Step 4. User click "Save & Continue" button it will open a new screen with different options here you Manipulate according to "Debit /Credit Notes" edit screen.
1.Txn Number: User can see auto generate "Txn Number" in this field.
2.Delete button: User click "Delete" button then it will create screen is deleted.
3.Saved Notification: User click "Save" button it will show the notification to saved data successfully.
4.Upload File: User click "Upload" button then it will upload the image in this field.
Step 5.You can add Debit memo similarly by selecting "Debit memo" option from dropdown list.
1.Document Type: User click dropdown and select the "Debit Memo".
2.Customer: User click dropdown and select the "Customer".
3.Ship To: User click dropdown and select the "Ship to".
4.Doc Date: User can select "Document Date" in this column.
5.Billing Address: User update the "Billing Address" in this text field.
6.Shipping Address: User update the "Shipping Address" in this text field.
7.Reference no: User can enter reference number in this column.
8.Due Date: User can select "Due Date" in this field.
9.Payment Term: Users can select the payment term which will be different for every customer based on company criteria. Available terms are Net 0 = payment on time, Net 15 = payment in 15 days, Net 30= payment in 30 days.
10.Shipping Method: This drop down list will show you company names through which your products will be shipped.
11.Sales Rep: You can select your sales representative which will be dealing with customer to whom you are generating Debit / Credit Notes.
12.Site/Location: User click on dropdown and select the "location".
13.Amount: User can enter total "Amount" in this column.
14.Trade Discount: Here you can define "Discount" according to products.
15.Shipment Charges: Here you can define "Shipment Charges" in this field.
16.Miscellaneous: Here you can define general expenses in this field.
17.Total: This field will show "Total" amount of the products
18.Customer Message: If user want to enter any message for the customer then it will be entered in this field.
19.Memo: Users will enter Memo to the customer in this field.
20.Save & Close: If you click "Save & Close", then it will redirect to list page of Customer Center screen.
21.Save & Continue: User click "Save & Continue" button it will open a new screen with different options here you Manipulate
according to "Debit /Credit Notes" screen.
Step 6. User click "Save & Continue" button it will open a new screen with different options here you Manipulate according to "Debit /Credit Notes" edit screen.
1.Txn Number: User can see auto generate "Txn Number" in this field.
2.Delete button: User click "Delete" button then it will create screen is deleted.
3.Saved Notification: User click "Save" button it will show the notification to saved data successfully.
4.Upload File: User click "Upload" button then it will upload the image in this field.
Step 7. Navigate to "Customer Center" page,click "Transaction" button and then click on "Debit /Credit Notes" here you can update records according to their requirements by clicking "Edit" button.
Step 8. User click "Edit" button then it will open new screen to update the records according to their requirements.
1.Document Type: User click dropdown and select the "Credit Memo".
2.Customer: User click dropdown and select the "Customer".
3.Ship To: User click dropdown and select the "Ship to".
4.Doc Date: User can select "Document Date" in this column.
5.Billing Address: User update the "Billing Address" in this text field.
6.Shipping Address: User update the "Shipping Address" in this text field.
7.Reference no: User can enter reference number in this column.
8.Due Date: User can select "Due Date" in this field.
9.Payment Term: Users can select the payment term which will be different for every customer based on company criteria. Available terms are Net 0 = payment on time, Net 15 = payment in 15 days, Net 30= payment in 30 days.
10.Shipping Method: This drop down list will show you company names through which your products will be shipped.
11.Sales Rep: You can select your sales representative which will be dealing with customer to whom you are generating Debit / Credit Notes.
12.Site/Location: User click on dropdown and select the "location".
13.Amount: User can enter total "Amount" in this column.
14.Trade Discount: Here you can define "Discount" according to products.
15.Shipment Charges: Here you can define "Shipment Charges" in this field.
16.Miscellaneous: Here you can define general expenses in this field.
17.Total: This field will show "Total" amount of the products
18.Customer Message: If user want to enter any message for the customer then it will be entered in this field.
19.Memo: Users will enter Memo to the customer in this field.
20.Save & Close: If you click "Save & Close", then it will redirect to list page of Customer Center screen.
21.Save & Continue: User click "Save & Continue" button it will open a new screen with different options here you Manipulate
according to "Debit /Credit Notes" screen.