DMeX App - Customer Management

Non - Returnable DC

Before You Begin

To get started, make sure you have your username and password ready.

Once you log in, you will land on the welcome screen.

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Prerequisite

Certainly, before creating an Non-Returnable DC , it's a good practice to ensure that all the relevant details have been entered or updated. These details typically include information about the supplier, part, part process group subtab of part and any other relevant data. Here's a checklist of the details you should verify before adding a sales order:
Supplier Master:Keeping supplier information current helps in selecting the right supplier for the job order. This includes contact details, payment terms, and any other relevant information necessary for communication and coordination.
Organisation - Address Sub-tab :The address subtab of the organisation components should be updated. Ensuring that the master data is current helps in selecting the right components for the non-returnable , preventing delays or errors caused by outdated information.
By Updating these master screens before creating a Non-Returnable DC you ensure that it is efficient, accurate, and free from errors.

Additional Info:

Supplier Information:

Supplier name, address, buyer

Organisation-Address Subtab:

Confirm that the delivery address of the organisation is up-to-date and accurate.

Communication:

If there have been any changes or updates to the order, make sure that relevant stakeholders are informed
Double-checking these details before creating a Non-Returnable DC helps to minimize errors, reduce the chances of miscommunication, and ensures that your Non-Returnable DC process is smooth and efficient. It also helps maintain accurate records for future reference and reporting.

1.1 Add Non-Returnable Dc

Add a Non-Returnable Dc - Step-by-Step

Step 1: Reach the Non-Returnable DC Section

From the main Side menu, click on "Purchase," then go to "Operations," and finally choose "Non-Returnable DC" This will open the Non-Returnable DC Search page.

Step 2: Adding a Non-Returnable DC

On the top right of the Non-Returnable DC Search page, you'll see an "Add Non-Returnable DC" button. Click this button.

Step 3: Fill in details

Upon clicking the 'Add Non-Returnable DC button, the Add Non-Returnable DC will open. Complete the following information:

Supplier: [Dropdown] (Mandatory) Choose the supplier from the dropdown list. The supplier added in the supplier screen will be shown as an option.

Non-Returnable DC Number: (Mandatory)This field will be automatically generated by the system. The generated number may include a prefix that can be updated from the organization details screen.

Non-Returnable DC Date:(Mandatory)The current date shall be automatically designated as the job order date. However, should the need arise for alteration, such adjustments can be made in accordance with the customer's specific request.

Vehicle Number:(Mandatory)Enter the vehicle number in which the items in the Non-Returnable DC is been transported.

E-Way Bill Number:(Mandatory)Enter the e-way bill number.

E-Way Bill Date:(Mandatory)The current date shall be automatically designated as the e-way bill date. However, should the need arise for alteration, such adjustments can be made in accordance with the customer's specific request.

Delivery Address: [Dropdown]Select the delivery address. The delivery address added for the supplier is displayed as the option.

Organisation Delivery Address: [Dropdown]Select the delivery address. The delivery address added for the organisation is displayed as the option.

DC Notes: [Text Field]Please enter the non-returnable dc notes, if any.

Remarks : [Text Field]Please enter the Remarks , if any.

Place Of Supply : [Text Field]Please enter the place of supply for the item in the non-returnable dc..

Add Non-Returnable Dc Line Item(s):

Ensure you've filled in all the necessary details for the Non-Returnable Dc.
Below the "Remarks" section, you'll notice a line item area, in which includes the following fields for you to fill in:

Item Description: [Text Field](Mandatory)Enter the Item name .
Quantity: [Text Field](Mandatory)Enter the quantity if the item.
Unit: [Dropdown](Mandatory)Select the Unit of the quantity.
Click the “Add” Button
Important Note: Prior to submitting Non-Returnable Dc Line Item(s), ensure that all mandatory (*) fields have been filled.
Click the “Submit” Button

Submission Of Non-Returnable DC

Upon submission of a Non-Returnable DC, the entry will be added and the screen will transition to the editing mode.
If you change your mind and don't want to add a Non-Returnable DC, click "Cancel" it takes you back to the Non-Returnable DC Search page.
To Start Over:Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.

1.2 Search Non-Returnable DC

Search a Non-Returnable DC- Step-by-Step

Step 1: Start Searching

On the Non-Returnable DC Search page, you can search in different ways:

Non-Returnable Dc Number:Enter the Non-Returnable Dc Number for which you want to search for.
Non-Returnable Dc From Date: Select the date range from when you want to search for.
Non-Returnable Dc To Date: Select the date range until when you want to search for.
For All: If you don't have a specific Non-Returnable Dc number, just click "Search" to see all Non-Returnable Dc .

Step 2: See the Results

After clicking "Search," you'll see results:

If you searched by Non-Returnable Dc Number, and Dates you'll find the matching result with Generate Non-returnable Dc [Refer 2.2.6.4] ,Non-returnable Dc Number, Non-returnable Dc Date and vehicle number with an option to View/Edit [Refer 2.2.6.3]

1.3 Edit Non-Returnable DC

Edit a Non-returnable Dc - Step-by-Step

Step 1: Find Non-returnable Dc Edit

Step 2: Start Searching [Refer 1.1.1.2]

Step 3: Edit Details

After searching, you'll see the Non-returnable Dc that you want to edit.
Click "View/Edit" next to the Generate Non-returnable Dc to reach the Edit Non-returnable Dc page.

Step 4:Update Info

On the Edit Non-returnable Dc page, you'll see existing details.
Change details that you like to update in Job Order.

Step 5:Save Changes

After editing, review your changes.

When you're ready, click "Submit" to save the updates.

1.1.1.4 Generate Non-returnable Dc

By clicking the Generate Non-returnable Dc Button a pdf is generated with all the data added in the Non-returnable Dc (ie. with the address , total amount , DC number)

That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.