Overview

Excerpt
Komet Sales has the option to add or edit credit reasons when a user has to issue a credit to a specific customer.

Instructions

Follow these steps:

Ui steps

size	small

Ui step
Go to Setup > Settings > Order Entry, click on the Credit Reasons link.

Ui step
The "Credit Reasons" window will pop-up, click on the "Add a new credit reason" link.

Ui step
Enter the "Name" of the credit reason and click on Save.

Ui step

If you need to edit or delete a credit reason simply, under the "Actions" column click on the "Edit" or "Delete" links.

Panel

title	Related Articles

Filter by label (Content by label)

showLabels	false
max	10
showSpace	false
cql	label in ( "credits" , "invoices" , "order-entry" )
labels	credits, order-entry, invoices

Info

title	Make Credit Reasons Mandatory

If you want that all credits created within your company to have a reason, check the option "Make credit reason mandatory when creating a credit".

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