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Overview

ExcerptThis section will help you create

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Excerpt

In this article, you will learn how to Add or Edit Hard Goods Credits.

Tip

User Roles: Admin, Sales, Sales Manager, Cashier, Allocations.

Info

This article will guide you on adding credits for hard goods sold through the system

. They work just like regular credits. The instructions are below.To create a new credit follow the steps below: Ui steps
sizesmall
Ui stepGo to Order Entry >

, which operates similar to regular credits.

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Add or edit Hard Goods Credits

To create or add Hard Goods Credits, do the following instructions:

  1. Go to Order Entry and select Add / Edit Credits.

Ui step Use

  1. Click on the Search button.

  2. Use the filters

in order

  1. to find the invoice

that

  1. you

want

  1. wish to apply credits to

. Ui stepOnce you find it, go to the "Actions" column and click on the "

  1. and press Enter

  2. In the Actions column of the Invoice, click on the Add/Edit Credits

" link

  1. option. 

Ui step Click

  1. Click on the Hard Goods tab.

Ui step Type in the amount

  1. In Credit Units, set the number of units

that

  1. you want to grant

a

  1. credit

for. The system will calculate the dollar amount

  1. for

the units entered

  1. .

 
Ui step

 Add comments and support documents if needed.

Ui step

 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. 

Ui step Depending

  2. Depending on your role, you will be able to either approve the credit or submit it for review. To know more, read User Roles.

Ui step Once

Once you're done, you can review the credit from the Credit Summary screen.

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Additional information

  • The system will calculate the dollar amount for the Credit Units you set. 

  • You can add comments and support documents to the credits in the Credit Reasons column of the product.

  • You can choose whether you want to return the product to the inventory or not by checking the Return to Inventory check box. 

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

...

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