Learn How to Create Sales Credit Note in SwilERP Software

Sales Credit Note

How to Create Sales Credit Note in SwilERP


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

  1. Go to the Sales Menu> Sales Credit Note.
Reference image:
SwilERP Dashboard Window

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:
  1. Enter the Customer name in the column.
  2. Enter Reference number and Other details, if required.
  3. Select Return Type as Expired, Salable, Damaged, Price Difference, Received Short, and Shelf Expired.
  4. Now, select the Product from the drop-down list.
  5. Select Batch number of your product.
  6. MRP and Rate columns are filed automatically.
  7. Add Quantity of your product.
  8. Save the window with the given option.
Reference image:
  
Process to Create Sales Credit NoteSales Credit Note Window

To view All Created Credit Notes

Users can view all the created credit notes in the same window.
  1. Go to the View tab.
  2. Select 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.
  3. After selecting the option, you can see the list of created invoices.
Reference image:

Created Credit Notes Window



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