Add A New Sales Credit

Overview

A Sales Credit is a document that records the of the reduction in sales. Below are the various interface methods for adding a New Sales Credit within Zumzum Financials.

Create A Sales Credit From An Existing Sales Invoice

1. Go to the Sales Invoice you wish to create a Sales Credit from.
2. In the top right select the Create Sales Credit button.
3. Any fields filled out on the Sales Invoice will be automatically filled out but be edited as usual.
4. In the Customer field, enter the Account name of your Customer or use the lookup button to view a list of Customers.
5. The Invoice Date is referring to the day the Invoice was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
6. The Invoice Due Date is the date in which the Invoice should be paid by. Select this by clicking the field and selecting a date from the drop-down calendar.
7. The Sales Invoice Type will automatically select Sales Credit when adding using this method.
8. The next field is the Invoice Template, you can choose from Zumzum stock templates or pick from a custom created template. This will determine the layout of the invoice when it is posted.
   • You are able to link/complete other fields but they are not necessary to complete the Invoice so at this point go ahead and link the records accordingly.
9. Now you need to add the line items, these are the items that you are billing for on the Invoice.
10. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
11. Now enter the Nominal Account or click the lookup button to view the list of Nominal Accounts.
12. Now enter the Qty (Quantity), which is the number of this specific item bought.
13. The Foreign Net Amount will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Foreign Tax Total, Foreign Net Total, Foreign Gross
14. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
15. Select to Add, in the Options box, this will add the item to the Sales Credit.
16. (Optionally) Click on the Dimensions sub-tab and enter the correct Dimensions assigned to the product.
    • Dimensions may be loaded automatically if they are assigned to the product template, however, you may still override the default dimension values.
    • Dimensions must match the Dimension field, e.g. Dimension 1 field will only accept a dimension with the Type as Dimension 1, otherwise, you will receive an error.
    • Dimensions must be “Active” in order to be able to save the line item.
17. Repeat Step 8 –> Step 13 for every sales Credit line item you wish to add to the invoice.
18. Finally, click Save once all the items are added.

Create A Sales Credit From The Sales Tab

1. Navigate to the Sales tab.
2. Select Add New Sales Credit Note
3. In the Customer field, enter the Account name of your Customer or use the lookup button to view a list of Customers.
4. The Invoice Date is referring to the day the Invoice was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
5. The Invoice Due Date is the date in which the Invoice should be paid by. Select this by clicking the field and selecting a date from the drop-down calendar.
6. The Sales Invoice Type will automatically select Sales Credit when adding using this method.
7. The next field is the Invoice Template, you can choose from Zumzum stock templates or pick from a custom created template. This will determine the layout of the invoice when it is posted.
   • You are able to link/complete other fields but they are not necessary to complete the Invoice so at this point go ahead and link the records accordingly.
8. Now you need to add the line items, these are the items that you are billing for on the Invoice.
9. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
10. Now enter the Nominal Account or click the lookup button to view the list of Nominal Accounts.
11. Now enter the Qty (Quantity), which is the number of this specific item bought.
12. The Foreign Net Amount will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Foreign Tax Total, Foreign Net Total, Foreign Gross
13. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
14. Select to Add, in the Options box, this will add the item to the Sales Credit.
15. (Optionally) Click on the Dimensions sub-tab and enter the correct Dimensions assigned to the product.
    • Dimensions may be loaded automatically if they are assigned to the product template, however, you may still override the default dimension values.
    • Dimensions must match the Dimension field, e.g. Dimension 1 field will only accept a dimension with the Type as Dimension 1, otherwise, you will receive an error.
    • Dimensions must be “Active” in order to be able to save the line item.
16. Repeat Step 8 –> Step 13 for every sales Credit line item you wish to add to the invoice.
17. Finally, click Save once all the items are added.

Create A Sales Credit From The Sales Invoice Tab

1. Click the New button, which is in the top right.
2. In the Customer field, enter the Account name of your Customer or use the lookup button to view a list of Customers.
3. The Invoice Date is referring to the day the Invoice was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
4. The Invoice Due Date is the date in which the Invoice should be paid by. Select this by clicking the field and selecting a date from the drop-down calendar.
5. The Sales Invoice Type, from the drop-down menu and select Sales Credit.
6. The next field is the Invoice Template, you can choose from Zumzum stock templates or pick from a custom created template. This will determine the layout of the invoice when it is posted.
   • You are able to link/complete other fields but they are not necessary to complete the Invoice so at this point go ahead and link the records accordingly.
7. Now you need to add the line items, these are the items that you are billing for on the Invoice.
8. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
9. Now enter the Nominal Account or click the lookup button to view the list of Nominal Accounts.
10. Now enter the Qty (Quantity), which is the number of this specific item bought.
11. The Foreign Net Amount will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Foreign Tax Total, Foreign Net Total, Foreign Gross
12. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
13. Select to Add, in the Options box, this will add the item to the Sales Credit.
14. (Optionally) Click on the Dimensions sub-tab and enter the correct Dimensions assigned to the product.
    • Dimensions may be loaded automatically if they are assigned to the product template, however, you may still override the default dimension values.
    • Dimensions must match the Dimension field, e.g. Dimension 1 field will only accept a dimension with the Type as Dimension 1, otherwise, you will receive an error.
    • Dimensions must be “Active” in order to be able to save the line item.
15. Repeat Step 8 –> Step 13 for every sale credit line item you wish to add to the invoice.
16. Finally, click Save once all the items are added.

Create A Sales Credit From A Customer Account

1. Select the Account the Sales Credit is related to, which can be found on the Accounts tab or by searching. The account type needs to be Customer to be able to create a Sales Credit.
2. Go to the Related tab on the Account, scroll down until you find the Sales Invoice section.
3. Click the New button, which is in the top right of the Sales Invoice section.
   • The Customer field will auto be complete with the Account which was selected in step 1.
4. The Invoice Date is referring to the day the Invoice was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
5. The Invoice Due Date is the date in which the Invoice should be paid by. Select this by clicking the field and selecting a date from the drop-down calendar.
6. The Sales Invoice Type, from the drop-down menu and select Sales Credit.
7. The next field is the Invoice Template, you can choose from Zumzum stock templates or pick from a custom created template. This will determine the layout of the invoice when it is posted.
   • You are able to link/complete other fields but they are not necessary to complete the Invoice so at this point go ahead and link the records accordingly.
8. Now you need to add the line items, these are the items that you are billing for on the Invoice.
9. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
10. Now enter the Nominal Account or click the lookup button to view the list of Nominal Accounts.
11. Now enter the Qty (Quantity), which is the number of this specific item bought.
12. The Foreign Net Amount will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Foreign Tax Total, Foreign Net Total, Foreign Gross
13. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
14. Select to Add, in the Options box, this will add the item to the Sales Credit
15. (Optionally) Click on the Dimensions sub-tab and enter the correct Dimensions assigned to the product.
    • Dimensions may be loaded automatically if they are assigned to the product template, however, you may still override the default dimension values.
    • Dimensions must match the Dimension field, e.g. Dimension 1 field will only accept a dimension with the Type as Dimension 1, otherwise, you will receive an error.
    • Dimensions must be “Active” in order to be able to save the line item.
16. Repeat Step 8 –> Step 13 for every sale credit line item you wish to add to the invoice.
17. Finally, click Save once all the items are added.

Create A Sales Credit From A Salesforce Opportunity

1. Locate the Opportunity that the Sales Credit is in relation to either through the Opportunity tab or by searching.
2. In the top right click the Create Invoice button.
   • The Opportunity field will be auto-completed with the opportunity you selected in step 1
3. In the Customer field, enter the Account name of your Customer or use the lookup button to view a list of Customers.
4. The Invoice Date is referring to the day the Invoice was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
5. The Invoice Due Date is the date in which the Invoice should be paid by. Select this by clicking the field and selecting a date from the drop-down calendar.
6. The Sales Invoice Type, from the drop-down menu and select Sales Credit.
7. The next field is the Invoice Template, you can choose from Zumzum stock templates or pick from a custom created template. This will determine the layout of the invoice when it is posted.
   • You are able to link/complete other fields but they are not necessary to complete the Invoice so at this point go ahead and link the records accordingly.
8. All Opportunity Product line items will be loaded in the Sales Credit Line Items, ready for you to edit or add new line items.
9. To add new Sales Credit line items, these are the items that you are billing for on the Invoice.
10. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
11. Now enter the Nominal Account or click the lookup button to view the list of Nominal Accounts.
12. Now enter the Qty (Quantity), which is the number of this specific item bought.
13. The Foreign Net Amount will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Foreign Tax Total, Foreign Net Total, Foreign Gross
14. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
15. Select to Add, in the Options box, this will add the item to the Sales Credit.
16. (Optionally) Click on the Dimensions sub-tab and enter the correct Dimensions assigned to the product.
    • Dimensions may be loaded automatically if they are assigned to the product template, however, you may still override the default dimension values.
    • Dimensions must match the Dimension field, e.g. Dimension 1 field will only accept a dimension with the Type as Dimension 1, otherwise, you will receive an error.
    • Dimensions must be “Active” in order to be able to save the line item.
17. Repeat Step 8 –> Step 13 for every sales Creditline item you wish to add to the invoice.
18. Finally, click Save once all the items are added.

Create A Sales Credit From A Quote

1. Locate the Quote that the Sales Credit is in relation to either through the Quote tab or by searching.
2. In the top right click the Create Invoice button.
   • The Quote field will be auto-completed with the Quote you selected in step 1
3. In the Customer field, enter the Account name of your Customer or use the lookup button to view a list of Customers.
4. The Invoice Date is referring to the day the Invoice was created. This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
5. The Invoice Due Date is the date in which the Invoice should be paid by. Select this by clicking the field and selecting a date from the drop-down calendar.
6. The Sales Invoice Type, from the drop-down menu and select Sales Credit.
7. The next field is the Invoice Template, you can choose from Zumzum stock templates or pick from a custom created template. This will determine the layout of the invoice when it is posted.
   • You are able to link/complete other fields but they are not necessary to complete the Invoice so at this point go ahead and link the records accordingly
8. All Quote line items will be loaded in the Sales CreditLine Items, ready for you to edit or add new line items.
9. To add new Sales Credit Line Items, these are the items that you are billing for on the Invoice.
10. Firstly enter the Product Name or click the lookup button to view a list of products stored in Salesforce.
11. Now enter the Nominal Account or click the lookup button to view the list of Nominal Accounts.
12. Now enter the Qty (Quantity), which is the number of this specific item bought.
13. The Foreign Net Amount will be auto-filled with the price saved on the product record within Salesforce. You can edit this by clicking the field and typing a new number. Clicking outside of the field ill update the following fields: Foreign Tax Total, Foreign Net Total, Foreign Gross
14. Now select the T/C (Tax Rate) from the drop-down menu, this will automatically be applied to the price to work out the new total.
15. Select to Add, in the Options box, this will add the item to the Sales Credit.
16. (Optionally) Click on the Dimensions sub-tab and enter the correct Dimensions assigned to the product.
    • Dimensions may be loaded automatically if they are assigned to the product template, however, you may still override the default dimension values.
    • Dimensions must match the Dimension field, e.g. Dimension 1 field will only accept a dimension with the Type as Dimension 1, otherwise, you will receive an error.
    • Dimensions must be “Active” in order to be able to save the line item.
17. Repeat Step 8 –> Step 13 for every sales Credit line item you wish to add to the invoice.
18. Finally, click Save once all the items are added.

Create a Sales Invoice using Clone With Lines

Clone an existing Sales Credit as a new Sales Credit or Sales Invoice.

1. Go to the Sales Credit that you wish to copy and select the button Clone with Lines
2. All the Sales Credit information and line items will open in an edit Sales Credit screen.
3. You can now Edit all of the information on the Sales Credit .
4. In the Customer Account field, enter the Account name of your customer or use the lookup button to view a list of customers.
5. The Invoice Date is referring to the day the Invoice was created.
   • This autocompletes with today’s date. You can edit this by clicking the field and selecting a date from the drop-down calendar.
6. The Invoice Due Date is the date in which the Invoice should be paid by.
   • Select this by clicking the field and selecting a date from the drop-down calendar.
7. The Sales Credit Line Items will be loaded from the Sales Invoice you are cloning, ready for you to edit or add more lines.
8. To add new line items, navigate to the Sales Credit Line Items grid and enter the Product.
   • Tip: use an asterisk “*” as a wildcard in order to increase the search speed.
9. Now enter the Qty (Quantity), which is the number of this specific item bought.
10. Enter the Foreign Net Amount  and then click outside of the box to update Foreign Tax Total, Foreign Net Total, Foreign Gross
11. Now select the Tax Rate from the drop-down menu, this will automatically be applied to the price to work out the new total.
12. Select to Add, in the Options box, this will add the item to the Sales Credit.
13. Repeat Step 8 –> Step 13 for every item on the invoice.
14. Finally, Click Save once all the items are added.
15. When you are happy that your Sales Credit details are correct, go ahead and Post your Sales Credit to the Zumzum Financials general ledger.