Transactions

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To Search and View Receive Notes

1. Click Transactions on the navigation bar.

2. From the drop-down menu select Receive Notes button and Receive Notes List page is displayed:

   • Search by item SKU, by item Description or Barcode

   • Search by Vendor

   • Select Date Range

   • Search by Goods Received Notes Code

   • Search by Invoice Number

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to View Receive Note

   • Actions button to Create Credit Note (for selected receive note)

   • Export as PDF button to print Receive Note (if required)

     

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To Create Credit Notes

1. Click Transactions on the navigation bar

2. From the drop-down menu select the Receive Notes button and the Receive Notes page is displayed:

3. From the list of transactions, click the Magnifying glass to view the receive note

4. Click the Create Create Note button

   • Change Date

   • Select which item is to be credited by clicking the box on the left side of the item

   • Click Create Credit Note

   • Change Date

   • Enter Reference Number

   • Enter Quantity

   • Update

   • Process

   • Cancel

   • Export as PDF

     

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To Search and View Credit Notes

1. Click Transactions on the navigation bar.

2. From the drop-down menu select Credit Notes button and Credit Notes List page is displayed:

   • Search by item SKU, by item Description or Barcode

   • Search by Vendor

   • Select Date Range

   • Search by Credit Note Code

   • Search by Invoice Number

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to View Credit Note

   • Export as PDF button to print Receive Note (if required)

     

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