Overview

Excerpt
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:

Ui steps

size	small

Ui step
Go to Order Entry > Add / Edit Credits.

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

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

Ui step
Click on the Hard Goods tab. You will be able to filter by product, vendor and SKU in order to find a specific product.

Ui step
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.

Ui step
Add comments and support documents if needed.

Ui step
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.

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

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

Multimedia

Panel

title	Related Articles

Filter by label (Content by label)

Versions Compared