DMeX App - Customer Management

Service Dc Out

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.

Prerequisite

Certainly, before creating a Service Dc Out , 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, organization 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, address, and any other relevant information necessary for communication and coordination.
Organisation: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 Service Dc Out master screens before creating a Service Dc Out you ensure that it is efficient, accurate, and free from errors.
Organisation - Address Sub-tab : The Part-Price, HS-Code, subtab of the part components for which the job order is being placed should be ensured with current details to help in preventing delays or errors caused by outdated information.
By Updating these master screens before creating a supplier purchase order, you ensure that the procurement process is efficient, accurate, and free from errors.

Additional Info:

Supplier Information:

Supplier name, contact details, and addresss

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 Service Dc Out helps to minimize errors, reduce the chances of miscommunication, and ensures that your Service Dc Out is smooth and efficient. It also helps maintain accurate records for future reference and reporting.

1.1 Add Service Dc Out

Add a Service Dc Out - Step-by-Step

Step 1: Reach the Service Dc Out Section

From the main Side menu, click on "Purchase," then go to "Operations," and finally choose " Service Dc Out" This will open the Service Dc Out Search page.

Step 2:Adding a Service Dc Out

On the top right of the Service Dc Out Search page, you'll see an "Add Service Dc Out" button. Click this button.

Step 3: Fill in details

Upon clicking the 'Add Service Dc Out button, the Add Service Dc Out 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.

Service DC Out 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.

Outward 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.

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

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

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

Add Service Dc Out 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:

Type: [Dropdown](Mandatory)Select the type .
Product: [Dropdown](Mandatory)Select the product.The products of the selected type is displayed in the dropdown.
Quantity: [Text Field](Mandatory)Enter the quantity if the item.
Unit: [Dropdown](Mandatory)Select the Unit of the quantity.
Price: [Text Field](Mandatory)Enter the price of the selected product.
Click the “Add” Button
Important Note: Prior to adding Service DC Out LineItem, ensure that all mandatory (*) fields have been filled.
Click the “Submit” Button

Submission Of Service Dc Out

Upon submission of a Service Dc Out, 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 Service Dc Out, click "Cancel" it takes you back to the Service Dc Out 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 Service Dc Out

Search a Service Dc Out - Step-by-Step

Step 1: Start Searching

On the Search page, you can search in different ways:

Service Dc Out Number: Enter the Non-Returnable Dc number for which you want to search for.
Service Dc Out From Date: Select the date range from when you want to search for.
Service Dc Out To Date: Select the date range until when you want to search for.
Click the “Search” Button.

Step 2: See the Results

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

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

1.3 Edit Service Dc Out

Edit a Service Dc Out Step-by-Step

Step 1: Find Service Dc Out

Step 2: Start Searching [Refer 1.1.1.2]

Step 3: Edit Details

After searching, you'll see the Service Dc Out you want to edit.
Click "View/Edit" next to the Generate Service Dc Out to reach the Edit Service Dc Out page.

Step 4:Update Info

On the Edit Service Dc Out page, you'll see existing details.

Change details that you like to update in Service Dc Out.

Step 5:Submit/Cancel

Click the “Submit” Button

1.1.1.4 Generate Service Dc Out

By clicking the Generate Service Dc Out button a pdf is generated with all the data added in the Service Dc Out (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.