Overview
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This article explains some common actions users can perform with credits such as transfer customer credits to vendors, approve or reject credits, as well as reopen credits. |
Common Actions
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| title | Transferring Customer Credit to Vendor Credit |
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To continue with the vendor credit verification, the user needs to have a Quality Control or Administrador role. For more information on this, please read Company User Roles. |
- The system will create a Vendor Credit based on the information of the customer credit. Notice that the system will calculate the flower credit amount by multiplying the units cost by the credit units.
- Once you review the credit details for the vendor, click on Save and if needed Add a QC inspection. For further information on this please read Vendor Credits.
| title | Credit Additional Charges |
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Users can apply charges to boxes, Units, and additional charges to each of them. For applying a credit to additional charges follow these steps:
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Go to the Order Entry tab and choose "Add / Edit Credit". |
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Use the filters to Search for the order that is going to be credited. |
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Select the desired tab (Boxes, Units or Hard Goods). |
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Click on the Additional charges link. |
Once the credit has been submitted, the Credit Manager will be able to approve it.
| title | How to Print a Credit |
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Follow the next steps to print a credit in PDF.
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Go to the Order Entry>>Credit Summary. |
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Use the filters to Search for the credit that is going to be printed. |
| title | How to Edit a Credit |
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Follow the next steps to edit a credit.
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The credits must have one of the following statuses to be able to be edited: New, Resubmitted, Pending Review. |
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Go to the Order Entry>>Credit Summary. |
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Use the filters to Search for the credit that is going to be edited. |
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When you click on Invoice Details, in the Actions column for a particular order, the Order Details window will be displayed. From this window, you can see the order details in boxes, units, and hard goods and even choose the columns you want to see by clicking on the gear icon (click on the image to see the window detail).
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