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 at the time of opening transactions through Ginesys. Before the first transaction in Ginesys the detail of opening credit note must be entered. This article describes how to manage Opening Credit Note in Ginesys HO.  

Pre-requisites

1. 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 Management- Setup - Opening.
   
   
2. Credit Note must be created.

Step-by-step guide

The process is divided in the following steps:

1. Go to Retail Management > Setup > Opening > Opening Credit Note.
   
   
2. Opening Credit Note module opens. 
   
   
3. Select a record from the list.
   
   
4. Click on Action > Mange Opening Credit Note.
   
   
5. Manage Opening Credit Note window opens. There are many search engine in this form. You can use one or more than one search criteria to search the existing credit notes. 
   
   
6. Put in any search criteria and click on the Search button.
   
   
7. The searched records will be populated in the Available Credit Note area. 
   
   
8. 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.
   
   
9. Click on the Approve button to save the existing credit note(s).
   
   

10. "Are you sure you want to approve this transaction?" - this message will be appeared.
    

    Note: Credit note(s) once approved cannot be modified.

11. If you click on Yes, the record(s) will be approved successfully.

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