Managing Opening Credit Note in Ginesys ERP

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 these credit notes are already issued at the time of opening transactions through Ginesys. Before any transaction is done through Ginesys the details of the opening credit notes must be entered. This article describes how to manage Opening Credit Note in Ginesys HO.  

Prerequisites

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 Desktop POS Manager- Setup - Opening.
   
   
2. The Credit 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:

1. Go to POS Manager > Setup > Opening > Opening Credit Note.
   
   
2. Opening Credit Note module opens. 
   
   
3. Select a record from the list.
   
   
4. Click on Action > Manage Opening Credit Note.
   
   
5. Manage Opening Credit Note window opens. 
   
   
   
6. Put in any search criteria and click on the Search button. You can use one or more search criteria to search the existing credit notes. 
   
   
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.

To go back to the main page click on the link: How To: Manage Setup in Ginesys Retail