Modify Customer Name In Sales Bill
How to Modify Customer Name While Creating a Sales Bill in SwilERP
If your Sales Bill needs to be corrected in a customer name, you can use the Alt+F2 keys to make the necessary changes in the customer name. In this article, we will explain to process of customer name changes while creating a sales bill. Follow the below easy steps to learn the process:
Start with Login in the SwilERP dashboard to initiate the process:
Select the Sales menu > Sales Invoice.
Existing created Sales invoices will open. To create a new invoice, click on the New option.
Reference Image:
SwilERP Dashboard Window- The next slide Sales Invoice window will appear.
- Select the Customer Name from the drop-down (For example, we want to create a bill from the "AYUSH GUPTA" name).
- And also have to modify AYUSH GUPTA's name, which would be AYUSH only.
- Press the "Alt+F2" keys on the selected Customer in which the user wants to Edit.
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Select the Customer's Name- After that selected customer's master window will open.
- Modify the Customer Name as per the requirement.
- Click on the Save tab to save the changes.
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Customer Master Window- After that, select the modified Customer Name.
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Modified Customer Name- Enter the Reference number and other details of a customer, if required.
- Select the Product name from the drop-down list or create it manually from the new option.
- After selecting a product, select the Batch number if you have multiple batch numbers of the product.
- All further details i.e. MRP and Rate, will automatically fill in columns.
- Enter the Quantity of the product.
- You can select Multiple Products here.
- Save the page with the given option.
Reference Image:
Sales Invoice Window
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