The Credit Notes section in the admin portal allows you to create, manage, and track credit notes for your business. A credit note is a document issued to a customer that specifies a credit amount that can be applied to future purchases or used to offset outstanding balances.

1. Accessing the Credit Note Management Section

To access the Credit, Note Management section in the OpenScope ERP SAAS admin portal, follow these steps:

Open your web browser and enter the URL: https://dev.openscope.in/admin/credit_notes

Log in to your admin account using your credentials.

Once logged in, you will be directed to the Credit Note Management section automatically.

2. Creating a New Credit Note

The Credit Note Management section typically provides options to create new credit notes. Here’s how you can create a new credit note:

• Click on the “New Credit Note” button, usually located at the top or bottom of the page.
• Enter the relevant details for the credit note, such as the customer name, credit note number, and credit note date.
• Specify the products or services for which the credit note is being issued, including quantities, pricing, and any applicable discounts or taxes.
• Attach any supporting documents or files that are relevant to the credit note.
• Save the credit note once all the details have been entered.

3. Managing Credit Notes

In the Credit Note Management section, you can view and manage the existing credit notes. Some common actions you may perform include:

Editing Credit Notes: If permitted, you can modify the details of a credit note. Edit the credit note as required and save the changes.

Deleting Credit Notes: To remove a credit note, select the credit note from the listing and click on the delete button or option. Exercise caution when deleting credit notes, as it may impact the financial records and transaction history.

Applying Credit Notes: Credit notes can be applied to future purchases or used to offset outstanding balances. The Credit Note Management section may provide options to apply credit notes to specific invoices or customer accounts.

4. Tracking Credit Note Status

The Credit Note Management section provides options to track the status of each credit note. You can monitor whether a credit note is pending, applied, or partially applied, as well as any associated comments or updates.

5. Reporting and Analytics

Depending on the capabilities of the OpenScope ERP SAAS system, the Credit Note Management section may offer reporting and analytics features. This enables you to generate reports on credit note history, credit note utilization, customer credit balances, and other relevant metrics to gain insights into your credit management process.

6. Saving and Applying Changes

After creating or modifying credit notes, remember to save the changes to ensure they take effect. Look for the “Save” or “Apply” button at the bottom or top of the credit note management page to save your changes.