Overview

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This section will help you create credits for hard goods sold through the system. They work just like regular credits. The instructions are below.

To create a new credit follow the steps below:

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Go to Order Entry > Add / Edit Credits.

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Use the filters in order to find the invoice that you want to apply credits to.

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Once you find it, go to the "Actions" column and click on the "Add/Edit Credits" link.

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Click on the Hard Goods tab.

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Type in the amount of units that you want to grant a credit for. The system will calculate the dollar amount for the units entered.

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Add comments and support documents if needed.

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You have the option to chose if you want to return the product to the Inventory or not by checking the "Return to Inventory" check box.

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Depending on your role, you will be able to either approve the credit or submit it for review.

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Once you're done, you can review the credit from the Credit Summary screen.

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Roles enabled to perform this action: Admin, Sales, Sales Manager, Cashier, Allocations.

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