IMS TUTORIAL 12 – SERVICES, MY CUSTOMER AND ACCOUNTING MODULE - SupplyNote Blog

SCREEN 1 – SERVICE MODULE

Click on the service module (encircled in yellow)
Later to add an service click on the + sign (encircled in green)

SCREEN 2

As the new window opens fill in the type of service in the service name (in this case mintainence service).
Fill in the service code if any, in the price column fill in the charges for the service along with the taxes in the tax columne.
Select the vendor name who is rendering the service in the vendor name.
Later click the save button.

SCREEN 3 – MY CUSTOMER MODULE

My coutomer module is a place to record the details of the B2B clients.
Click on the my customer module and as you land on the customer dashboard click on the + sign.

SCREEN 4

As the customer details form opens fill in the details like the brand name and the business name of the customer.
Later fill in the details like the email id, phone number and the GSTN number in the given columns.
Legal entity can be chosen from the drop down option.
As you scroll down you can select the relevant options as seen in the right hand side screen. For eg if the customer is a franchisee or not select yes or no etc.

SCREEN 5

As you scroll down fill in the address of the outlet along with all the relevant details.
Once all the details are filled scroll up and click on the save button in the top right button of the screen.
This way create a new customer in the IMS module

SCREEN 6 – ACCOUNTING MODULE

Accounting module is used record paid payments.
To start accounting transaction first click on acconting module and then click on the create contact.

SCREEN 7

In the new contact sheet fill in the details of the vendor.
In the name column fill in the name and then select the contact type from the drop down number.
Later map the supplier, fill in their phone number and the email id.
Later click on create contact button and a new contact has been created.

SCREEN 8

Later click on the record paid payment option (encircled in green)

SCREEN 9

As you land on the record paid payments choose the payment type.
Select the contact and the payment date along with th bill number.
Amount will be reflect by default.
Tick on the payment mode i.e. cash / neft or cheque option.
Notes if any need to be added to the note section.
Later click on the record payment in the upper right hand side.

SCREEN 10

In the accounting module one can create credit note and the debit note.

SCREEN 11 – CREDIT NOTE

Fill in the customer name, billing address, fill in the invoice from the drop down list.
Fill in the reason of creating the credit note and reference number if any in the relevant column.
In case of any further desctiption the same can be entered in the enter description space.
Later click on the save button on the upper right hand side of the screen.

SCREEN 12 – DEBIT NOTE

We can raise a debit note also in the same way we had raised the credit note

This brings us to the end of the IMS module -12 … Thank you

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