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Overview


Excerpt

If your company sells by units, this option will help you issue credits on those units in case something happens after they are shipped to the customer. 

Instructions

The process is basically the same as a regular credit.  Here is the step by step guide to ensure you do it properly:

Ui steps
sizesmall


Ui step

Go to Order Entry > Add/Edit Credit. The system will open the credits based on a Invoice window. From this screen, you will be able to create a credit based on an invoice.  Search for the invoice that you want to add a credit to; then click on the Add/Edit Credit link located under the "Actions" column.


Ui step

Select the Units tab to start adding credits on the units previously sold.


Ui step

Enter the Unit quantity that you want to issue a credit for, then press either "Enter" or "Tab" on your keyboard so the system calculates the credit amount (clicking on the "Credits" text box will also do the trick).


Ui step

Click on the "Choose" link located under the "Credit Reasons" column to specify the reason why you are issuing the credit.


Ui step

Depending on your company role, you can either approve the credit or submit it for review.



Panel

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
sorttitle
cqllabel in ("customer-credits","vendor-credits","sales-units")
labelssales-units,vendor-credits,customer-credits


Info
titleSell By Units Only

If the Sell by Units Only setting is disabled, all the credits will be processed in Bunches. If the setting is enabled, the system will allow to process the credit in both stems and bunches, depending on the Unit Type. This also applies for the Return To Inventory option, meaning that users can also return Stems to the inventory when the setting is enabled.

Click on the image to see the detail.


Ui text box
sizemedium

(lightbulb) Roles enabled to perform this actions: Admin, Sales Manager, Cashier, Sales, Allocations, Credit Manager.