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Overview


Excerpt

 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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titleTransferring Customer Credit to Vendor Credit
  • While creating a customer credit based on invoices, the system allows you to transfer the customer credit to the vendor, even if the credit is already approved. To do so, click on the arrow icon in the Actions column once you are in the Add/Edit credit window. Once the vendor credit is created, a message will appear on the bottom right of the screen.

Info
titleInformation

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.

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titleCredit Additional Charges

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.


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 The Additional charges window will be displayed with all the additional charges available (for further information, go to Additional Invoice Charges). Enter the desired amount and hit the enter key to confirm.

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Once the credit has been submitted, the Credit Manager will be able to approve it.





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Go to Order Entry > Add / Edit Credit.

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Use the filter to Search for the order needed, go to the Actions column and select the "Add/Edit Credits" option. 

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 Click on the Approve button. The status of the credit will be updated to Approved and you will be able to see it on the Credit Summary tab.

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titleApprove or Reject a Credit From the Credit Summary
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Go to Order Entry>>Credit Summary.

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 Search for an order with a Pending Review status.

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 In the Actions column click on the drop-down menu and select Approve or Reject.

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 Once the customer credit is approved or rejected, the system will send a notification to the salesperson.

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Tip
titleTip: Invoice Details

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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Info
titleWho Can Approve, Reject or Reopen Customer Credits?
  • Create credits: Users with the Sales Role are allowed to create credits and submit them for review. Sales Manager, and Credit Manager role can also create credits.
  • Approve or reject credits: Users with the Sales Manager role are allowed to approve or reject customer credits.
  • Reopen a credit: Once they are approved, the only roles authorized to reopen a credit, are the Credit Manager and the Sales Manager role.

Users with the Admin role can perform all the actions previously explained.