Category: Knowledge Base

1.Select purchase order under sales in left side of the Rednote page.

2.Click New to add a new purchase order in Rednote.

3.Select the vendor  name from the drop down given in the vendor name box (Which is mandatory).

4.Select the date to raise the purchase order to the vendor in the purchase order date (Which is mandatory).

5.You can fill other fields given like Quote No, Quote Date, select currency from given drop down and sender details.

6.Select product from the given drop down box in product, change the quantity if needed and click save. Your purchase order will be saved successfully.

7.Select the purchase order you want to make changes and click Action button, you can delete the purchase order which is selected then you can create similar purchase order then you can export the purchase order in excel file.

8. In crop symbol  in right side of the page you can filter the purchase order by vendor name and click apply.

9.In filter symbol in right side of the page you can filter the purchase order with date range. 

10.Click the setting symbol in right top of the page to change the setting for purchase order.

11.You can add prefix, suffix, invoice header for your purchase order under settings option.

12.You can enable the given option (Yes/No) under settings like signature, remarks, reset number, water mark logo, enable logo, edit PO no, letter head (you can set the margin in the below given box), display GST.

13.You can enter your remarks in the given box to be displayed in the purchase order.

14.You can display your signature in purchase order by uploading it by the given link.

15.You can enter your terms in the given box which will be displayed in your purchase order.

16.You can enter notes in the given box which will be displayed in the purchase order.

17.In the given template you can select any one template according to your wish, the purchase order will be displayed in selected template format.

18.After making your changes in the settings options, click update. Your purchase order will be updated with the changes.

19.Select and open a purchase order and click more option to save the purchase order in pdf format then you can send the purchase order in pdf format then you can generate the purchase order into purchase invoice.

20.Select and open a purchase order and select print option to take a print copy of your purchase order.

1.Select Debit note option under  purchase in Rednote page.

2.Click New to raise a new Debit note.

3.Select the vendor name from the drop down in vendor name box to whom to you want to raise the debit note.

4.Select the invoice number from the drop down in invoice no box to which invoice you want to raise the debit note.

5.Select a reason for raising a debit note from reason box drop down.

6.Select the date for which you want to raise the debit note.

7.Select the product from the dropdown in product box for which you want to raise to debit note, to add next product click add item.

8.Click save, your debit note will be added against the selected vendor and invoice.

9.Select and open the debit note you want, Click More option and select save to save the debit note in pdf format and select send to send the debit note in pdf format.

10.Select and open the debit note you want, Click Print option to take a print copy of your debit note. 

11.Select action option to delete the debit note, create similar of the debit note and export the debit note to excel file.

12.Select the funnel symbol in the right side where you can filter debit note with date range.

13.Click the setting symbol in right top of the page to change the setting for debit note.

14.You can add prefix, suffix, invoice header for your debit note under settings option.

15.You can enable the given option (Yes/No) under settings like signature, remarks, reset debit no, water mark logo, enable logo, edit debit no, letter head (you can set the margin in the below given box for letter head).

16.You can enter your remarks in the given box to be displayed in the debit note.

17.You can display your signature in the debit note by uploading it by the given link.

18.You can enter your notes in the given box which will be displayed in your debit note.

19.After making your changes in the settings options, click update. Your debit note will be updated with the changes.

1.Select payment under purchase in left side of the Rednote page.

2.Click New to add a new proforma invoice in Rednote.

3.Select the vendor name from the drop down given in the vendor  name box (Which is mandatory).

4.Select the date for payment to the vendor (Which is mandatory).

5.You can fill other fields given like Payment mode and Payment reference number.

6.Enter the amount in pay box to which invoice you want to make payment

7.Click Save your payment will be saved successfully.

8.Click the arrow next to New option in payment master page and select advance payment.

• Select the vendor name from the drop down given in the vendor  name box (Which is mandatory).
• Select the date for payment to the vendor (Which is mandatory).
• Fill the other fields if needed and enter the advance payment.
• Click Save your advance payment will be saved.

9.Click Action button, you can delete the payment which is selected then you can export the payment details in excel file.

10. In crop symbol  in right side of the page you can filter the payment by vendor name and Invoice No and click apply.

11.In filter symbol in right side of the page you can filter the payment with date range. 

12.Click the setting symbol in right top of the page to change the setting for payment.

13.You can add prefix, suffix, invoice header for your payment under settings option.

14.You can enable the given option (Yes/No) under settings like reset number, edit payment no.

15.You can enter notes in the given box which will be displayed in the payment.

16.After making your changes in the settings options, click update. Your payment  will be updated with the changes.

1.Select purchase invoice under purchase in left side of the Rednote page.

2.Click New to add a new purchase invoice in rednote.

3.Select the vendor name from the drop down given in the vendor  name box (Which is mandatory).

4.Enter the Invoice No in the given box which is a mandatory field.

5. Select the Invoice date from the given box (Which is mandatory).

6.You can fill other fields given like Payment terms, Due date and Is Reverse charge.

7.Select product from the given drop down box in product, change the quantity if needed and click save. Your purchases invoice will be saved successfully.

8.Select the purchase invoice you want to make changes and click Action button, you can delete the purchase invoice which is selected then you can create similar purchase invoice then you can export the purchase invoice in excel file.

9. In crop symbol  in right side of the page you can filter the purchase invoice by vendors name and click apply.

10.In filter symbol in right side of the page you can filter the purchase invoice with date range. 

11.You can add a payment and advance payment to a purchase invoice:-

• To add payment for a purchase invoice, open the purchase invoice and select the add payment option and the fields given and click save.
• To add advance payment for a purchase invoice, click the arrow beside add payment and fill the advance utilization amount and click save.

1.Select vendor option under purchase in left side of Rednote page.

2.To add a new vendor click New option.

3.Enter Vendor name in the given vendor name field (Which is mandatory).

4.Select the state from the given drop down (Which is mandatory).

5.You can fill the given other fields like website, landline phone, GSTN, Address Line1, Address Line2, Industry, Office email, Mobile, Pan, Pincode and country.

6.Click Save your vendor detail will be saved successfully.

7. To import vendor  from excel, click the arrow near New option and select import vendor option.

8.Download the import vendor  excel file from right corner of the page.

9.Fill all the vendor detail in excel file,Vendor Name and State are mandatory field. State code should be filled in State column with the help of the detail given in second sheet of excel file.

10.Upload the file in below given link and click import vendor.

11.Vendor details will be imported successfully

12.If  you click the Action option, you can delete a vendor, export the vendor  to excel file and convert the vendor  into client  by selecting create as client.