Version 4.0.0: Introducing TruShipment’s Credit Note Module

Streamline Your Logistics with TruShipment’s New Credit Note Module

In the fast-paced world of logistics, managing financial transactions effectively is vital for building trust and ensuring efficiency. At TruShipment, we understand the importance of financial transparency and customer satisfaction.

That’s why we’re thrilled to introduce our latest enhancement: the Credit Note Module. This powerful tool is designed to simplify credit management, providing you with enhanced control and visibility over customer accounts.

Key Features of the Credit Note Module

Add, View, and Approve Credit Notes

• Seamless Credit Note Management: Effortlessly add, view, and approve credit notes, streamlining your workflow.
• Role-Based Access Control: Assign specific roles to users, ensuring only authorized personnel can apply for or approve credit notes.
• Enhanced Financial Security: Protect your financial processes by limiting credit approvals to designated roles.

Track and Redeem Customer Credits

• Real-Time Credit Tracking: Monitor customer credits with real-time updates, providing a clear view of balances and usage history.
• Flexible Credit Redemption: Customers can redeem credits fully or partially, offering transaction flexibility.
• Customer Profile Integration: Customers can view their available credits directly from their profile, enhancing transparency.

Automated Notifications and Reporting

• Instant Approval Notifications: Notify customers automatically when their credit notes are approved, keeping them informed.
• Comprehensive Reporting: Generate detailed reports on credit usage, account balances, and reconciliation.
• Sales Reconciliation and Audit Trails: Maintain accuracy and accountability with clear audit trails for all credit transactions.

Assign Credit Notes to Specific Packages

• Package-Specific Credit Assignment: Link credit notes to specific packages for precise application.
• Organized Documentation: Keep clear records of credit notes and package linkages, simplifying audits.
• Accurate Financial Reconciliation: Ensure consistent and reliable records for financial accuracy.

Flexible Credit Application and Reason Codes

• Versatile Credit Usage: Apply credits as in-store credit or allocate them to packages.
• Multiple Credit Types: Manage various credit types, including Over Charge, Service Unsatisfactory, Waiver, Purchased with Money, and Product Return.
• Pre-Defined Reasons: Use predefined reasons for issuing credits, improving record-keeping and consistency.

Apply Credit Notes to Customer Pickups

• Seamless Credit Application: Easily apply credits during package pickups for a smooth process.
• Enhanced Customer Satisfaction: Boost trust by providing a transparent credit application experience.
• Real-Time Adjustments: Automatically update customer balances when credits are applied.

Benefits for Your Business

• Strengthened Financial Oversight: Gain comprehensive control over all credit transactions for reliable management.
• Heightened Security Measures: Minimize risks with role-specific access controls.
• Elevated Customer Satisfaction: Enhance loyalty with a transparent and seamless credit management process.

How to Use the Credit Note Module

For Administrators:

1. Access the Credit Notes Overview: View all credit notes and a summary card showing total values.
2. Navigate the Module: Go to Accounts Receivables > Credit Notes to review or approve pending notes.
3. Create a New Credit Note:
   • Click Create Credit Note
   • Enter the required details and select the currency.
   • Submit the note for processing.
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4. Approval Process: Review and approve the credit note. Customers will be notified automatically upon approval and can verify the credit via their account.

For Agents & Administrators (Pickup Transactions):

1. Create a Credit Note After Pickup:
   • Example: If the pickup cost is JMD 4,500 and the customer pays JMD 5,000:
     • Enter JMD 5,000 into the system.
     • The system deducts the cost (JMD 4,500) and offers two options:
     • Provide JMD 500 as cash change.
     • Submit the change as a credit note.
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2. Submit the Request: If the customer opts for credit, submit the request for administrator review.
3. Final Approval: Once approved, customers are notified of the added credit.

For CRM or Customer Management:

1. Access Credit Note Options:
   • Navigate to the customer’s profile.
   • Click on the Account Options menu in the top-right corner.
   • Select Credit Note to create or manage credit notes.

No Action Required – Automatic Activation

The Credit Note Module will be automatically activated on the specified date, ready to enhance your experience with TruShipment.

The Credit Note Module will be available upon request.

Thank you for your continued feedback, which drives our improvements. Our dedicated support team is here to help if you have questions or need assistance.

Stay tuned for more updates and enhancements designed to make your logistics operations seamless and efficient!