Add/Edit Hard Goods Credits

Owned by Former user (Deleted)
Last updated: Dec 20, 2023 by Jesica Avendaño (Deactivated)
2 min read

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

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

This article will guide you on adding credits for hard goods sold through the system, which operates similar to regular credits.

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.

  2. Click on the Search button.

  3. Use the filters to find the invoice you wish to apply credits to and press Enter

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

  5. Click on the Hard Goods tab.

  6. In Credit Units, set the number of units you want to grant credit for.

  7. 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.

Add or edit Hard Goods Credits from Order Entry > Add/Edit Credits tab, by choosing the Add/Edit Credits option from the Actions column of the invoice.

 

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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