Learn How to View Sales Cr/Dr Note Transaction Status Report in RetailGraph ERP

View Sales Cr/Dr Note Status

How to View Sales Cr/Dr Note Transaction Status Report in SwilERP (RetailGraph)


What's the difference between Sales Credit Note and Debit Note?

A credit note is a document issued by a seller to a buyer to notify them that credit is being applied to their account. In the case of Expired, Salable, Damaged, Price Difference, Received Short, and Shelf Expired products, the seller can issue the sales credit note to their customers.


Sales Debit note issued by the seller to a buyer for the product's price difference. A sales debit note is given to increase the product's price rate. The Sales Debit note effect the customers' ledger account. The seller also generates a sales debit note to add the amount to the customer's outstanding amount. In this, users can select a payment method at their convenience. 


How to view Sales Cr/Dr Note Status Report in SwilERP?

After creating sales debit notes and credit notes, users want to view the status of transactions; they can view it from the Reports section. In this report, you can view the transaction name (Cr/Dr), customer name, net amount, status, adjusted amount, pending amount, etc.

Follow the below easy process to view the Sales Cr/Dr note Status report:- 

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

  1. Go to the Reports > Transaction Status Report
  2. Select the Sales Cr/Dr Note Status.
Reference Window:
SwilERP Dashboard Window

How to view status details in the Report:

  1. Go to the Home tab.
  2. Select the Date Range 'From to To.
  3. Select the Report Type, as in summary/detail.
  4. Select the below-given option at their convenience:-
  5. All / Adjusted / Pending, after selecting these options, data will show accordingly.
  6. You can apply a filter in the Customer tab.
  7. If required, choose a Series.
  8. Now, click on the View tab.
Reference Window:
Report Window

How to convert data in Chart format:

  1. In the selected Home tab.
  2. Click on the Chart tab and select the chart format in which you want to convert.
Reference Window:
Chart Tab Window

How to Analyze data of Sales credit/debit Notes:

  1. Go to the Analysis tab.
  2. Select the Date Range 'From to To.'
  3. The next step is to click on the View tab.
  4. Use the field list to arrange fields in a Pivot Table.
  5. After choosing fields, you will see the data in Analysis Grid.
  6. To save this Report, give the name and click on the Save tab. 
  7. If you want to open the previous Report, enter that report name and click on the Open tab.
  8. Users can Remove/Export, and Import the Report as their requirement.
  9. You can set Grid as per the requirement.

How to use the Areas Section:

  1. Use the areas section (at the bottom) of the field list to rearrange fields the way you want by dragging them between the four areas. 
  2.  Fields that you place in different areas are shown in the PivotTable as follows:

 1. Filters  

2.  Columns

3.  Rows

4.  Values 

Reference Window:
Analysis Tab Window

How to view and analyze data in the chart format:

  1. After choosing fields, you can view the same data in the chart format.
  2. Select the given chart option to view the chart format.
Reference Window:
Analyze Data In Chart Format Window

How to view Analyze Raw Data details :

  1. Go to the Analysis tab.
  2. Select the Date Range 'From to To.'
  3. Select the given Raw Data option to view the details.
  4. Enter the name and click on the Save tab to save this Report. 
  5. If you want to open the previous Report, enter that report name and click on the Open tab.
  6. Users can Remove/Export, and Import the Report as their requirement.
  7. You can set the Grid if you want to do it.
Reference Window:
Analyze Raw Data Window

How to Print and Preview the report:

  1. Go to the Display tab.
  2. To take the printout, click on the Print and Preview tab.
Reference Window:
Print & Preview Tab Window

How to export the report in excel and other formats:

  1. In the selected Display tab.
  2. Click on the 'T' point.
  3. There are given many formats to export the report; choose where you want to export the details.
Reference Window:
Export Tab Window

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