Material Management Case Studies
How a Retail Franchise Provider is managing Sales, Pricing and Inventory across different franchise outlets?
How a multiple project based Construction company is managing Purchase, Inventory and flow of materials across different projects?
Material Request Planning and Consumption Tracking across multiple branches of a Healthcare Laboratory.
Payroll Management Case Studies
Do you want to Streamline processes of your HR and Payroll Consultancy firm?
Do you want to impart Practical knowledge to candidates in your HRM and Payroll training institute through the use of IT?
How an ICSE affiliated School is managing Payroll of its employees?
Payroll Management for Large retail outlets.
Payroll management in a Food and Beverages Company
Production Planning Case Studies
How a Brush manufacturing startup streamlined Production and Inventory process to manage timely deliveries?
How a Home furnishing based manufacturing and export unit eliminated chaos to achieve JIT (just in time) inventory and customer satisfaction.
How a Liquor Manufacturing Company automated its production planning?
How a Steel Forged rolls manufacturing subsidiary of UK Streamlined its processes and Improved efficiency?
Production planning with Piece wages calculation in a Cycle Parts Manufacturing Company.
ZenTask Case Studies
Vendor Foreign Clearance
Customer Foreign Clearance
Cash and Bank
Branch Purchase Return
Branch Sale return
Child company stock
Receive From store
Send to Store
Consumption Against Internal Req.
Consumption Against Job order
Consumption Against Projects
Consumption Mobile application
Customer Creation In Booking App
Revenue group creation
Interchange Material Many To One
Material to Material transfer
Vendor Wise Material Price
Year End Closing
Material Size- Subgroup
Material Price Capping
PO smart Report
Purchase order Approval
Booking Posting in Booking App
In Out Rule
In Out Rules (Dept.)
Manual Upload Attendance
Punch Ignore Interval
Semi Automatic Attendance
Employee self service
Edit Employee Bank Detail
Employee Master Exclude CTC
Advance Rounding Off
Base Days For Overtime
Overtime base of Week off
Salary Processing and Report
Employee Provident Fund (EPF)
Employee State Insurance (ESI)
Employee Welfare Fund
Job Order Confirmation
Job Order Confirmation Report.
Material wise confirmation
Piece Rate Master
In-House Job Work
In House Job Work Type
In house activity confirmation/production
In house job work
In house jobwork issuance
Automatic BOM Job order
Bill Of Material
Job Order Hierarchical
Job order against Sale Order
Multiple Material Joborder
Service recipe creation
Out source Job work issuance
Outsource Job work issuance Return
Outsource consume/ Receive material
Outsource job work order
Outsource job work type
Vendor invoice Clearance
Group Presets (For Payroll self service utility app)
Second Level Assignment
Third Level Assignment
Zen Scale Integration
Zen Task Introduction
Zen Task Mobile app (Android)
Updated by Implementation
What is Credit Note?
A credit note or credit memo is a commercial document issued by a seller to a buyer. Credit notes act as a source document for the sales return journal. In other words the credit note is evidence of the reduction in sales.
This document is generally used to cut the cost of goods and services sold to customer. Sometime user sends sale invoice high price than contracted price. In this case user can send a credit note to reduce the cost.
But in case, if user has to pay extra amount to vendor then user can send credit note to vendor too.
Suppose there is firm “XYZ Ltd”. This is manufacturing firm and they sent an Invoice with rate of Rs200/- per piece but that contracted rate is 195. So in that case user has to issue a credit note for the difference of Rs. 5/-.
With this option, they can post the entry for credit note with tax and without tax.
Steps to be performed to create Credit Note
1.User can open Credit Note from Account Receivable & Account Payable. Click on Credit Note.
2.i)Enter posting date ii)Select Ledger account as per double entry accounting standard and enter the amount. iii)Enter narration and remarks if required. iv)Click on save & continue after that simulation will open.
2.1.In simulation: Click on save.
3.After saving Document, If user want to print the document then click on “Yes Print it”.
4.Credit Note with Tax-> User can enter Credit Note with tax booking. Select Tax Customer or Tax Vendor for tax booking.
4.1.After selection of Tax Customer, it will change the User Interface of page i)User will enter posting date and select customer ii)Select Ledger account and enter amount. Save the document.
4.2.User need to follow same process in case of Vendor. Just select vendor and rest procedure will remain same.
4.3:After saving document user can take print by click on “Yes Print It”.
5.Print Layout: Go to Account Receivable-> Settings-> Click on Invoice Format
5.1.Set Print layout in Debit note as GST Print
6.If user want to select tax at the time of posting entry then user has to activate setting for “Manual Tax”. Go to Ledger-> Apps-> Click on Voucher Settings-> Activate Manual Tax.
6.1.User need to select Tax given after ledger account
6.2.User can see in below screen shot that tax has been applied.
7.User can save bulk entries with the help of CSV. Go in Credit Note and click on Import option (marked in below screen shot). The pop up will open and user can download the sample file.
7.1.IN CSV: User will start entering data from 3rd row because 2nd row is reserved for sample data and that will not be saved in system as transaction.
a)Normal Credit Note entry: i)Enter serial number 1 for 1 entry. Like there are 3 ledgers will be used for 1 entry then serial number will be same for all ledgers. Serial number will become 2 only with start of second entry. ii) Under document type user can enter document code of all document. CN is the code of Credit Note iii) Enter Posting date & document date iv) Enter currency code v) Enter Posting Key vi) Enter Type of Account i.e. Customer, Vendor or GL in form of V/C/GL vii) Account id viii) Enter Amount.
b)Credit Note with Tax: i)Enter serial number 1 for 1 entry. Like there are 3 ledgers will be used for 1 entry then serial number will be same for all ledgers. Serial number will become 2 only with start of second entry. ii) Under document type user can enter document code of all document. CN is the code of Credit Note iii) Enter Posting date & document date iv) Enter currency code v)In IS GST: enter X in Vendor/Customer row vi) Enter Posting Key vii) Enter Type of Account i.e. Customer, Vendor or GL in form of V/C/GL viii) Account id ix) Enter Amount.
7.2.Upload this csv and save the document
8-i)Entry posted without tax in Credit note will appear only in Vendor & Customer Ledger and Ledger.
ii)Entry posted with tax and Vendor will appear only in Vendor Ledger, Ledger and GSTR3b.
iii)Entry posted with tax and Customer will appear in Customer, Ledger, Ledger, Sale Register, GSTR1 and GSTR3b. Please see related help docs for detailed information.