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Overview
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The Credit Summary screen provides detailed information about the credits issued for your customers. This article explains what options users have available from this screen. |
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There are several filters available, just click on the Search button and apply the filters in order to search for specific credits. |
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Notice that from the Actions column, there are several actions you can perform for a specific credit:
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The Detailed Credit Report is an excel file that contains information about the orders and the credits placed for them. If any credit is created for an additional charge, the system will also include it in separate lines. Instructions
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The Credit Summary screen displays the next statuses: New: Once you open any given order on the Add Credit screen, the status will change to new, even if the user does not add any credit. A new credit can be created by a Sales, Sales Manager and Credit Manager user. Pending Review: once the user clicks on Submit for Review in the Add Credit screen, the credit will change its status to "Pending Review". Approved: this status is shown once the Sales Manager approves the credit. Rejected: a credit will show this status once the Sales Manager rejects it. Resubmitted: when a Credit Manager or Sales Manager user reopens a credit, this will be its status. |
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If you want to restrict a given user from reopen credits that have already been approved, activate the setting Restrict from reopening Approved Credits from User Options. |