The credit note present in a company before installation of Ginesys is called Opening Credit Note. It is called Opening Credit Note because it is the credit note in hand these credit notes are already issued at the time of opening transactions through Ginesys. Before the first transaction in any transaction is done through Ginesys the detail details of the opening credit note notes must be entered. This article describes how to manage Opening Credit Note in Ginesys HO.
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Prerequisites
- The users' role must have access to the Opening Credit Note feature by enabling Delete / Approve app operation for the feature in Admin - Security - User - Role through Retail ManagementDesktop POS Manager- Setup - Opening.
- The Credit Note Notes must be created and entered in the Ginesys system through Admin - Utilities - Data Import.
Step-by-step guide
The process is divided in the following steps:
- Go to Retail Management > POS Manager > Setup > Opening > Opening Credit Note.
- Opening Credit Note module opens.
- Select a record from the list.
- Click on Action > Mange Manage Opening Credit Note.
- Manage Opening Credit Note window opens.
There are many search engine. You
- Put in any search criteria and click on the Search button. You can use one or more than one search criteria to search the existing credit notenotes.
- The searched records will be populated in the Available Credit Note area.
- Either select the check box beside the record you want to approve or click on the Select All check box to select all the records together.
- Click on the Approve button Approve button to save the Opening Credit Note.
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- existing credit note(s).
"Are you sure you want to approve this transaction?" - this message will be appeared.
Warning Note: Credit note(s) once approved cannot be modified.
- If you click on Yes, the record(s) will be approved successfully.
To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail