Dear all manager team
I am thinking about something that I want you to share with you. Now I create invoices for clients and then I make a delivery note in the manager program. I can make a lot of invoices and then create one combined delivery note. This is fine, but in the case if the customer wants to return the goods and I made the credit note and then received the goods In order for the store balance to be correct I must make delivery note but with a negative sign, Is there a way in the manager program to make a combined delivery note but with a negative sign in the return transaction, also same case but in suppliers
Your question is not clear. A delivery note combined with what? The credit note? If that is what you are asking, the answer is no. Once you decide to use delivery notes, the financial and quantity aspects of sales (or returns) are separated.
I will try to explain, now I need to make sales transactions with my customer in my company we do the transaction as below
• I send to the customer the sales invoice
• He approve the invoice
• I send the goods
In manager accounting software I am making these steps
• I am opening the sales invoice tab and making sales invoice
• I am opening customers tab and click on Qty to deliver
• I make new delivery note
My question is what if the customer decide to cancel the deal, I do like that
• I click credit notes tab then make credit note
• I make delivery note but in negative qty
If I have too much items to return how can I edit all the items to negative qty, my idea is we can make one thing for this like if I make sales invoice then making delivery note it must come with positive qty and if I make credit note then making delivery note it must come with negative qty
How you create a combined dilivery note with many invoices.?
@taha1, I have three comments:
- Are you aware that all sales and purchase transactions of any type can be copied to sales or purchase transactions of any other type? This avoids having to fill out new transactions. It is much easier to delete something that is not returned than to add things in a completely new transaction.
- Automatic completion of quantities on credit notes and delivery notes can be dangerous is some circumstances. Perhaps you are not getting the goods back, but only refunding the price because of shipping damage. In situations where the context makes sense, copying carries over quantities. This is part of the “smart copies” initiative announced a few months ago.
- The need for delivery notes when something is returned is not always applicable. That will depend on whether you are tracking quantities to receive and deliver for the inventory item involved.
In summary, what seems like a simple thing to fit your workflow would not fit everyone’s workflow. Program changes must consider all possible uses.