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Overview


User Permissions Needed
Excerpt
title

Komet Sales allows you to place credits to your vendors whenever the items within any purchase order arrive in poor conditions (bugs, dehydration, bent stems, etc) or with items that were not ordered.

Note

company users to generate vendor credits as needed. The credits processed will appear on the AWB Liquidation report.


Warning

Requires "Administrator" or "QC" roles. 

By going to the Quality Control section you will be able to create QC inspections or add Vendor Credits depending on the case.  Here are the instructions to do so:

Go to the QC > Add


Instructions

Ui steps
sizesmall


Ui step

Go to QC > Add Inspection / Vendor Credit

 tab and

 and click on

the link

"select a product" link, to

either

start a new QC inspection or add a vendor credit.


Ui step

 The "Search Product" window will pop-up, use the filters to find the product that is going to be inspected or given credit for.


Ui step

 Under the "Actions" column click on Inspect.

Image Removed


Ui step

If the credit is linked to the QC inspection, then fill the information requested on the QC inspection

, add

by adding supporting documents

and pictures if necessary and save.
Image Removed InfoIt's important to keep in mind that a QC inspection is not

, images or notes if needed, once done click on Save.

A QC inspection is Not required to process a vendor credit.

Once you're



Ui step

 Once done with the inspection

you

, the user can go ahead and

place

create the vendor credit

on

from the "Credit" tab if needed. 

  • Select the credit date.
  • Set the flower credit amount.
    • Set the handling and freight credit amounts.


    Ui step

     Select the "Credit Date".


    Ui step

     Set the "Quantity", select either Boxes or Units.


    Ui step

     The system will automatically suggest the Flower Credit,Handling and AWB Freight credit amounts.

    The user can change the credit value suggested.



    Ui step

     Add "Credit Reasons".


    Ui step

    Add pictures and notes if necessary. 


    Ui step

    Click on Save.


    Image Removed

    By clicking on "Save", the system will save the credit information which will be visible

    under

    from the "QC Summary" screen.

    Clicking

    When you finish a QC inspection clicking on "Finalize"

    will end the QC inspection you started (if you created a new QC inspection for the credit you placed). Notice that whenever

    , a Confirmation window will appear with the option of sending an email notification of the credit and inspection to as many emails as needed. Click Yes to finalise.


    Ui step

     Whenever a QC inspection is attached to a vendor credit, the column "Type"

    on

    of the QC Summary will

    be

    be "QC/Credit". If it's just a vendor credit then the type will be "Credit",

    or

    or "QC

    if

    " if it's only a QC inspection

    .Credits


    Ui step

     Credits and inspections can be viewed, edited or printed from the "Actions" column at

    anytime

    any time.

    Image Removed

    These credits will be on the AWB liquidation as well, where you will be able to see the credit amount per line and the total due. The Vendor credit will look like this:

    Image Removed

     

     


    Ui step

    If the credit was created for units the Credit Quantity on the printed document, will either show Stems or Bunches depending on the unit type it was issued for. Download an example of the vendor credit printed on PDF.


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    (lightbulb)Roles enabled to perform this action:  Admin,  Procurement User, QC, 


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