Transactions

How to punch Purchase Invoice against a PO on TranZact?
       [A] Click on “Transactions” tab on the left side panel. Search for the Purchase Order you want to raise an invoice against and click on it. ...
Sat, 12 Nov, 2022 at 1:47 PM
How to create Debit Note on TranZact?
       [A] Go to the "Transactions" tab on the left-hand panel. In the next page, search for your Transaction either from the list visible on ...
Sat, 12 Nov, 2022 at 2:21 PM
How to add Transaction Tags on TranZact?
Create Transaction Tag and which helps you in searching transactions in timeline. Keywords: Create Transaction Tags, Tag, Transaction Tags
Sat, 12 Nov, 2022 at 2:23 PM
What is Tags in transaction & how to use it?
[A] Tag is a special feature of TranZact, which can be used to communicate or highlight the special information about that transaction within the team. [B]...
Fri, 18 Feb, 2022 at 7:03 PM
Why transaction is showing Partially Delivered?
[A] If a transaction is showing "Partially Delivered" as shown below, that means you have not received the total ordered quantity. [B]...
Fri, 18 Feb, 2022 at 7:05 PM
Why can't I edit the draft document?
[A] If you are unable to edit the draft document, open the document and check if there is a "Cancelled" label attached on upper left side or not. ...
Fri, 18 Feb, 2022 at 7:08 PM
How to send "Dispatch Details" to Customer?
[A] In order to add dispatch details open the invoice against which you want to send it and click on Other Action >> Dispatch. [B] Now enter ...
Fri, 18 Feb, 2022 at 7:16 PM
How to short close an order?
[A] In order to short close, please open that transaction Ex. Here you can see we have to short close a purchase document [B] Now open the Purch...
Tue, 22 Feb, 2022 at 6:38 AM
Where will the custom field added in item details be reflected in the documents?
[A] The custom fields added in the item details will get reflected below the item id once the document is created. [B] For eg, we have added a new cu...
Tue, 22 Feb, 2022 at 6:40 AM
Why can't I amend Order Confirmation (OC) or a Purchase Order (PO)?
[A] To amend an Order Confirmation (OC) or a Purchase Order (PO), you have to cancel them first. [B] However, as you can see in the below example, it...
Tue, 22 Feb, 2022 at 6:42 AM