User Manual

Header stores the general information related to the item. It normally stores the customer name, its from and to location and other contact information.

The header is divided into 2 parts : 1) General Header 2) Transaction Summary

To add header Click Edit Header or Press (h). When clicked on Edit Header a popup will open. In which the header details are added and then confirmed.

Click Edit Header on Transaction Details section and fill Order Type Customer, Channel and other information as necessary to generate accurate DSR reporting.

If the customer name is not present or it is a new customer then click on the + icon for getting customer quick edit screen where a user can type its name, address and contact information all in one screen and can add a customer quickly.

Document Code will come automatically after the document is saved. It is based on the from and to location and also the current date.

From Location, Document Code, and Incharge User will come automatic. Incharge User is the person that sold the item and this name can be changed if necessary.

The billing name is automatically selected as per the customer name. Still if the billing name should be different then it can be selected by pressing Shift + * command.

The Billing and Delivery Address can be typed or can be selected by Shift + * command.

There is also a second section of header which is known as transaction summary. It normally gives summary about the Item and its status and also its payment details.

It stores Item Id, Its Status, Its Document Code which we have written in the header.

It also stores the currency in which the item is billed / paid. If its an international currency then it will also stores its exchange rate.

It will also stores its amount, discount its tax and also its last paid date or any outstanding charges.