Credit Note Details

A credit note is a financial document that companies issue to indicate a reduction in the amount that needs to be paid whenever there is a purchase cancellation, problems with damaged goods, or an invoice mistake.

On the Credit notes history page, a customer can see up-to-date information about customer credit notes, including credit note number, order number and date, ship-to name, total and outstanding total, etc. A customer can see the Credit note details page by clicking View details on the Credit notes history page in the Sana webstore. A customer can also search for a specific credit note by its number or sales order number, and filter credit notes by date.

On the Credit note details system page in Sana Admin, you can see dummy data and you cannot see all information that is shown in the Sana webstore. The real information about credit notes is taken from the ERP system, that’s why the data shown on the Credit note details page can differ depending on your ERP system.

Below you can see an example of the Credit note details page.

Edit Content of the Credit Note Details Page

The Credit note details page is a system page that exists in Sana by default, but you can also change the content and styles of the Credit note details page if you want to look it different.

To edit the content of the Credit note details page, in Sana Admin click: Web pages > System pages. On the System pages page, you can see all available system pages and you can edit the Credit note details system page.

The Desktop and Mobile tabs hold the content elements of the Credit note details page that are shown on the desktop and mobile devices. Thus, the Credit note details page can be styled differently for the desktop and mobile devices.

There are several default content elements on the Credit note details page which you can edit:

Profile back link
Profile menu
Page title
Document messages
Document header
Document addresses
Document attachments
Document download report button
Document download report messages
Document reorder button
Document lines

Most of the above listed content elements are used only on the sales document pages.

Also, you can add and remove various content elements on the Credit note details page as well as use the content management system of Sana with the page layouts, row and column settings to create high quality and impressive design for the Credit note details page.

Using the Revert to default button you can revert any changes you have made to the page and start from scratch.

Content Elements on the Credit Note Details Page

Below you can see the description of all standard content elements that are shown on the Credit note details page.

Profile Back Link

The Profile back link content element is used to show a back link on the Credit note details page. Using this link, a customer can go back to the Credit notes history page from the Credit note details page in the Sana webstore.

You can easily change the text of the profile back link in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Profile Menu

The Profile menu content element is used to show the account menu on the Credit note details page.

For more information, see Profile Menu.

Page Title

The Page title content element is used to show a title and a credit note number on the Credit note details page.

The credit note number is taken from the ERP system.

Document Messages

The Document messages content element is used to show a system message on the Credit note details page, for example a warning that the products from the credit note cannot be reordered.

You can easily change the texts of the document messages in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Header

The Document header content element is used to show the basic information about a credit note, for example credit note number, sales order number, order status, shipment date, payment terms, requested delivery date, etc. All details of the credit note are taken from the ERP system.

You can easily change the texts of the Document header content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Addresses

The Document addresses content element is used to show the customer’s addresses, such as shipping and billing addresses, but there can be some other addresses such as payer and sell-to addresses. The addresses availability depends on your ERP system and customer type.

You can easily change the titles of the addresses in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Attachments

The Document attachments content element is used to show the credit note attachments, for example a waybill or a copy of some extra documents. If you need to provide your customers with some additional documentation, the necessary files can be added to the corresponding sales document in the ERP system and shown on the Credit note details page. For more information, see Sales Document Attachments.

You can easily change the title of the Document attachments content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Download Report Button

The Document download report button content element is used to show a Download credit note button on the Credit note details page. Using this button, a customer can download a printable credit note (PDF file) generated by the ERP system. For more information, see Sales Reports.

You can easily change the Download credit note button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Download Report Messages

The Document download report messages content element is used to show a message on the Credit note details page. It informs a customer about generating a credit note report, or shows an error message if any problems with generating a report occur.

You can easily change the texts of the document messages in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Reorder Button

The Document reorder button content element is used to show a Reorder button on the Credit note details page. Using this button, a customer can reorder the products which have been purchased before. In case, the product is not orderable anymore, a customer will be notified by a message in the shopping cart.

You can easily change the Reorder button text in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Document Lines

The Document lines content element is used to show the credit note lines on the Credit note details page.

Each credit note line contains information about products a customer purchased, like product number and title, quantity, unit of measure, price, shipping status and date, etc.

The information about credit notes is taken from the ERP system, that’s why the dummy data is used on the Credit note details system page in Sana Admin. The real data is shown to a customer in the webstore.

You can easily change the titles of the Document lines content element in the English language or any other installed webstore language either in the Page elements & messages or using In-site editor.

Content Element Advanced Settings

All content elements on the Credit note details page have advanced settings.

On the Advanced tab of the content element, you can configure height, width and spacing settings.

For more information about advanced settings, see Content Elements.

Order Details
Quote Details
Invoice Details
Return Order Details
Return Receipt Details
Shipment Details