Overview
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In this article, you will learn how to Add or Edit Hard Goods Credits.
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This article will guide you on adding credits for hard goods sold through the system |
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, which operates similar to regular credits. |
Table of Contents
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Add or edit Hard Goods Credits
To create or add Hard Goods Credits, do the following instructions:
Go to Order Entry
and select Add / Edit Credits.
Click on the Search button.
Use the filters
to find the invoice
you
wish to apply credits to
and press Enter
In the Actions column of the Invoice, click on the Add/Edit Credits
option.
Click on the Hard Goods tab.
In Credit Units, set the number of units
you want to grant
credit for.
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Add comments and support documents if needed. |
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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. |
Depending on your role, you will be able to either approve the credit or submit it for review.
To know more, read User Roles.
Once you're done, you can review the credit from the Credit Summary screen.
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Additional information
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Roles enabled to perform this action: Procurement User, Admin, Procurement Manager, Sales Manager
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