• Accurate Record Keeping: Ensures that all received materials are properly documented, reducing the risk of misplacement or disputes.
• Inventory Management: Automatically updates your stock, helping you keep track of the materials received for processing.
• Easy Tracking: Allows you to monitor the progress of job work and keep records of returned or processed goods.
• Better Customer Communication: Provides customers with a clear acknowledgment that their goods have been received for job work.

• Go to Finance > Job Work Inward > Material Received For Job Work.

• Open: This option allows you to view all the sales return document you have created in the software. If you required to make any changes in the saved invoice you can click on 'Open' icon, select the date range and can make changes in it.
• Delete: With this option, you can remove or delete a sales return document permanently.
• Copy: This feature lets you copy the invoice and create a new one based on the same details, which you can then modify as needed.
• Help: Click on the help icon to access the step by step guide of the sales return note Process.
• Calculator: AlignBooks includes an inbuilt calculator that you can use while working within the software, making calculations easier.

• Cancel: If you no longer need an open document but don't want to permanently delete it, click on the ‘Cancel’ button. This will cancel the document but keep it in the list, allowing you to restore it whenever needed.
• Recall: This option is used when a customer bill (POS Invoice) is put on hold. You can click on this option to retrieve the held invoice and continue billing from where you left off.
• Restore: If you click on a cancelled document, the ‘Restore’ option will appear, allowing you to restore the document to its previous state.
• Schedule: If you need to create the same document with the same details regularly on a fixed schedule, you can set up a Schedule for it. The document will then appear in the ‘Post Recurring Module’ of AlignBooks. From there, you can post the document with just one click, without having to prepare it repeatedly. This also serves as a reminder for you.

• UI Configuration: For additional settings related to this document, navigate to the configuration option. There, you can adjust settings such as invoice numbering, email, WhatsApp, SMS, approvals, and more.
• Print Configuration: This option lets you customize the invoice print settings, including header/ footer remarks, terms & conditions, and setting the default invoice format etc.
• Project Tracker: This option helps you track any project using details like work orders, site summary, budget vs actual, and progress, etc. You can also see how many records have been created for each process, making it easier to monitor project performance and stay on track.
• Item Tracker: This option helps you track a specific item and see in which projects or transactions it has been used. You can also check how many requests and issues have been created for that item, helping you manage stock better and avoid shortages or overuse.

• Branch: Select a specific branch for which you are receiving the Material.
• Customer: Select the customer from whom you are receiving the Material.
• Receipt Date: The software  will auto pick the current date as Receive date, you can change it as required.
• Receipt No: Receipt number will be auto picked by the software, you can manually change it as per your requirement.
• For Process: Here, you need to select a specific process for which you are receiving the material.
• Process Rate: Mention the process rate as per your business need.
• Fresh/Rework: Select 'Fresh' if you are receiving the material for fresh work, select 'Rework' option if you are receiving the material for rework otherwise select 'Rejected' if the job work has been rejected and you are receiving the Material again.
• Ref No.: If your document have any reference number, mention it here.
• Ref Date: The software will auto pick the current date as reference date, you can change it as per your requirement.
• Party Address: In this field, you can mention the party address.
• Shipping Address: This field is required when you have to mention the Shipping address.

• Scan: You can enter the Item Barcode or Item Code here, and the software will automatically add the item to the invoice. This option saves your time by removing the need for manual selection, just type in the Barcode or Item Code, and the item will be added instantly.

• Zoom: Click on the ‘Zoom’ icon to view all the items in the Invoice at once. This helps you to view all the loaded items on a single page or screen for better clarity and easy review.
• Excel: Click on the 'Excel' icon to export the invoice items details in excel file.
• Dollar: The 'Dollar' icon will help you to see the financial posting for this bill.

• Save Grid Configuration: This option lets you save any changes you’ve made to the item table settings, so you don’t need to reconfigure them each time.
• Set Default Grid: With this option, you can set your preferred item table configuration as the default, making it easier for future use.
• Column Chooser: This feature allows you to drag and drop columns in the table. To add or remove a column, simply drag it into or out of the table.

• Pick And Pack: This option allows you to create a set of items that can be quickly loaded into the invoice, ensuring all items in the set are automatically added.
• The ‘Pick and Pack’ option works similarly to the ‘Bundle’ feature, with one key difference: Pick and Pack is party-specific, meaning you can link it to a fixed party and set a default Lot Quantity, whereas Bundle is flexible for all parties and does not allow predefined lot quantity or a prompt to enter it.
• To use it, simply select 'Pick and Pack' and click the 'OK' button besides the field.

• From Item List: This option displays the complete item list. You can select multiple items, enter the required quantity for each item, and load them into the invoice in one go.
• From Item Balance List: This option shows the available stock balance of items. You can view the current quantity in hand, select the required items, enter the quantity, and load multiple items into the invoice at once.
• Comma Separated Code, Qty: In this option, you need to enter the item code and quantity separated by a comma for each item. By entering all item codes with their quantities in the given format, you can load multiple items into the invoice instantly.

• Add More Row: Click on this option to insert more rows into the Item Table, allowing you to add additional items as needed. This helps you expand the list and include all required items in the invoice.
• Delete Row:  Click on the ‘Delete Row’ option to remove a specific row or item from the invoice. This allows you to delete any unnecessary items with ease.
• Search Item: Click on the ‘Search’ option on a specific item to view its complete details, including item balance, packing, sale rate, and more. This helps you quickly access important information about the item.
• Search Barcode: Through this option, you can search and load an item by entering or scanning its barcode.
• Copy Row: This option allows you to copy a specific row in the invoice, helping you quickly duplicate the same item details.

• Below the item table, in the 'Remarks' section, click on the provided box to automatically select the remark or narration for the generated invoice. Additionally, you can enter a remark as per your requirement.
• While creating the invoice, if you need to attach any document or image related to it, click on the 'Select File' button. Then, choose the appropriate directory and upload the file.

• Logistics: If Logistic Details are enabled for invoices in the Company Setup, this section will appear. Here, you can enter the logistics details on the invoice
• Shipping Details: You can mention the shipping company, details and other shipping related information. Click on the 'Fetch From Last Bill' button to automatically load the details from the previous invoice.
• E-Way/ E-Invoice: To generate an e-Way Bill or e-Invoice, you need to fill in the required fields here.

• Click on the 'Save' button to save the details.

• Preview: This option allows you to view a print preview of the Material received (Inward) document before finalizing it.
• Export: If you want to download the document as a PDF, click on the 'Export' button, select your preferred format, and the PDF of dispatch document will be downloaded.

• If the data on the current screen is no longer needed or you want to start fresh with a new document, click the 'Clear' button. This will remove all the data from the current document, giving you a clean slate to enter new details.

• Mail Link: AlignBooks allows you to easily share the invoice link along with an attachment directly to the party’s email address.
• SMS: You can also send the invoice link and attachment via SMS to the party, based on your preference.

• Download Format: If you want to import data from an Excel file, you can download the template through this option. After entering the data, you can directly import the file into AlignBooks.
• Create Format: You can also create a custom format and map the columns with your Excel file. Make sure the field headings in the Excel file match those in the software when mapping the columns.