TRANSACTIONS

To Search and View Receive Notes

  1. Click Transactions on the navigation bar.

  2. From the drop-down menu select Receive Notes Receive_Notes.png button and Receive Notes List page is displayed:

    • Search by Item SKU, Description or Code

    • Search by Vendor

    • Select Date Range

    • Search by Goods Received Notes Code

    • Search by Invoice Number

    • Apply Filters button to search for items

    • Reset Filter button to remove all filters

    • Actions button to View Receive Note

    • Actions button to Create Credit Note (for selected receive note)

    • Export as PDF button to print Receive Note (if required)

      ReceiveNote_Filter.png

To Create Credit Notes

  1. Click Transactions on the navigation bar.

  2. From the drop-down menu select Receive Notes Receive_Notes.png button and Receive Notes List page is displayed:

  3. From the list of transactions, click the Magnifying glass to view the receive note

  4. Click the Create Credit Note Credit_Notes.png button

    • Change Date

    • Select which item is to be credited by clicking the box on the left side of the item

    • Click Create Credit Note

    • Change Date

    • Enter Reference Number

    • Enter Quantity

    • Update

    • Process

    • Cancel

    • Export as PDF

      Edit_Credit.png

To Search and View Credit Notes

  1. Click Transactions on the navigation bar

  2. From the drop-down menu, select Credit Notes Credit_Notes.png button and the Credit Notes List page is displayed:

    • Search by Item SKU, Description or Code

    • Search by Vendor

    • Search Date Range

    • Search by Credit Note Code

    • Search by Invoice Number

    • Apply Filters button to search for items

    • Reset Filters button to remove all filters

      CreditNote_Filter.png

To Search and View Transfers Out

  1. Click Transactions on the navigation bar.

  2. From the drop-down menu select Transfers Out Transfers_Out.png button and Transfers Out List page is displayed:

    • Search by item SKU, by item Description or Barcode

    • Select Date Range

    • Search by Transfer Out Code

    • Apply Filters button to search for items

    • Reset Filter button to remove all filters

    • Actions button to View Transfer Out

      TransferOut_Filter.png

To Search and View Transfers In

  1. Click Transactions on the navigation bar.

  2. From the drop-down menu select Transfers In Transfers_In.png button and Transfers In List page is displayed:

    • Search by item SKU, by item Description or Barcode

    • Select Date Range

    • Search by Transfer In Code

    • Apply Filters button to search for items

    • Reset Filters button to remove all filters

    • Actions button to View Transfer In

      TransferIn_Filter.png

  1. Click Transactions on the navigation bar.

  2. Click Create Transfer

    • Search by item SKU, by item Description or Barcode

    • Search by Category

    • Search by selection type (Items or Kit/Recipes)

    • Apply Filters button to search for items

    • Reset Filters button to search for items

    • Actions button to Create Item

      TransferOut_Filter.png

To Receive Transfers In

  1. Click Transactions on the navigation bar.

  2. From the drop-down menu select Transfers In Transfers_In.png button and Receive Notes List page is displayed:

    1. Select View View_Button.png button
    2. Select Date
    3. Select Location where stock is going to be stored

    • Apply Defaults button

    • Process button

    • Update button to save changes.

    • Actions button to Export As PDF (if required)

    • Transfer List button to return to Transfer In main page

      Edit_Transfer_In.png