Reads HSN and GST from each invoice's own page on the portal — the only place the rate is stated. Invoices already captured are skipped, so running this again is cheap.
Trade Name defaults to Retailer Name until you type your own.
Everything under the discarded retailer's code moves onto the one you keep: invoices, orders, payments, credit notes and the balance they owe. You will see the figures before anything moves. The discarded record is kept as a hidden history entry, not deleted, and cannot be merged again.
Permanently deletes every synced Stock, Sales Order, Sales and Purchases row, the Customers directory deduplicated from them, and their downloaded files, for one organization. The Pepup account itself is not affected — only the data pulled from it. This cannot be undone.
Adds a new stock snapshot from a file already downloaded from Pepup, the same as a live sync would — no Pepup account is needed for this organization.
Parses a file and shows what it contains — nothing is saved. The organization is only used to label the report if you generate one from the preview.
Showing exactly what this file contains — preview only, nothing here is saved.
| Item Name | Item Code | Category | Brand | Case Size | Qty (Cases) | Qty (Pcs) | Stock Value | Batch No | Last Update Date |
|---|---|---|---|---|---|---|---|---|---|
| No file chosen | |||||||||
Reduces what this customer owes. Linking an invoice settles that invoice specifically.
The workbook Beauty Garage sends with each month's credit note. Its CLAIM SHEET is read line by line and compared against our own figures, and the standalone discounts it states fill in any product that has no price term yet.
The standalone discount Beauty Garage's price list gives this product. The term in force for a line is the latest one effective on or before its invoice date.
Beauty Garage emails the credit note and it reduces what is owed to the stockist, so it is recorded against them. It is posted but deliberately left unallocated: nothing here records a payment out yet, so allocating it would mark an old invoice as settled by this credit.
Changes apply to this payment only. Verified status is toggled from the grid.
The business name, address and GST number on invoices come from Org & Config. These two are per-device.