The "Credit Notes" feature under the Commerce module appears to provide functionality for managing credit notes within a business context. Credit notes are typically issued by businesses to correct errors or provide refunds to customers for previously issued invoices.
Let's explore the usage of the mentioned features:
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Number of Rows Dropdown:
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Users can select the number of credit notes they want to view per page, with options such as 25, 50, 100, or view all available credit notes.
Search and Filter Data:
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Users can search for specific credit notes using keywords, such as the credit note number, customer name, project, reference number, etc.
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Filter options could include filtering by credit note date, customer, status (e.g., pending, approved), and project.
Export Data:
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Users can export the displayed credit note data to a file, such as a CSV or Excel spreadsheet. This can be useful for generating reports, performing further analysis, or sharing the information.
Refresh Icon:
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Clicking the refresh icon updates the displayed credit note data, ensuring that users have access to the most up-to-date information.
Grid Columns: The grid columns display various details about each credit note:
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Credit Note #: The unique identifier for each credit note.
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Credit Note Date: The date when the credit note was issued.
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Customer: The name of the customer associated with the credit note.
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Status: The current status of the credit note (e.g., pending, approved, processed).
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Project: The project or context for which the credit note was issued.
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Reference #: A reference number associated with the credit note, which could be used for tracking or internal purposes.
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Amount: The total amount specified in the credit note.
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Remaining Amount: The amount that remains to be used from the credit note (if it's used partially).
Figure 1 Credit Note Listing