How to Create Purchase Debit Note in Retailgraph ERP | Purchase Debit Memo

Purchase Debit Note

How to Create and Manage a Purchase Debit Note in SwilERP

When users want to show their purchase transaction in Books of Accounts, they can create a Debit Note instead of a Purchase Return invoice. The reason for creating a Debit note is the Price difference, Saleable, Expired, Damaged, Received short, and Shelf Expired Products. Buyers can easily make a Purchase debit note in the Purchase section. Follow the below steps to create a Purchase Debit Note in SwilERP:

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Purchase section.
  2. Select the Purchase Debit Note.
                             or 
        (Purchase >  Purchase Debit Note)

Reference Window:
Select purchase debit note option in retailgraph.

  1. How to add vendor details in the next appearing window:

  1. Go to the Home tab.
  2. Select the Vendor name from the drop-down list, and you can create it with the given new option.
  3. Enter the Reference number according to the user.
Reference Article:  How to Create Vendor in RetailGraph     
Reference Window:
Retailgraph purchase debit note option.

  1. How to add product details:

  1. Select the Product Return Type as Expired/ Saleable/ Damaged/ Price difference/ Received Short/ Shelf Expired. 
  2. You can add multiple products with the same process.
  3. Select the Product from the given list.
  4. Select the Invoice Number, and all the further details will automatically fill.
  5. Enter the Quantity manually.
  6. Save, Draft and Print the invoice from the above-given options.
  7. To take the new window page, click on the New tab.
         Note:- To save this page short cut key is  Alt+S.

Reference Window:
Add products in purchase debit note.

  1.   How to view Purchase Debit Note details: 

    1. Go to the View tab.
    2. Select the navigation options Previews and Next to view the invoice.
    3. Click on these options to view the report Month-wise, Current year-wise, Date-wise, Party-wise, Entry-wise, and Last 7 Days.
Reference Window:
View purchase debit note details in retailgraph.

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