Sales Credit Note
How to Create Sales Credit Note in SwilERP (RetailGraph) Software
A credit note serves as official communication from a seller to a buyer, indicating a credit adjustment in their account. It's issued for various reasons such as expired, damaged, price difference, or received short products. For instance, if a product's price differs, leading to a return, a credit note is generated.
Start with login in SwilERP dashboard to initiate the process
-
Go to the
Sales Menu> Sales Credit Note.
Reference image:
Process to Create Sales Credit Note
A new window of credit note will appear in the next slide. Update the following details to create a sales credit note:
-
Enter the
Customer name
in the column.
-
Enter
Reference number
and
Other details, if required.
- Select Return Type as Expired, Salable, Damaged, Price Difference, Received Short, and Shelf Expired.
-
Now, select the
Product
from the drop-down list.
-
Select
Batch number
of your product.
-
MRP
and
Rate
columns are filed automatically.
-
Add
Quantity
of your product.
-
Save
the window with the given option.
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To view All Created Credit Notes
Users can view all the created credit notes in the same window.
- Go to the View tab.
-
Select the options as
Month wise, Date wise, Entry wise, Current year, Party wise,
and
Last seven days
in which you want to view the credit note.
-
After selecting the option, you can see the
list of created invoices.
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