Differences

This shows you the differences between two versions of the page.

--- erp-manual:cloud:transaction:header [2020/06/20 11:35]
krishnad
+++ erp-manual:cloud:transaction:header [2020/06/23 09:30] (current)
krishnad
@@ Line 10: / Line 10: @@
   * 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 and delivery Address can be typed or can be selected by Shift + * command.
+  * 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.
 {{ erp-manual:cloud:transaction:editheader.png?500 }}

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