Overview
This article explains some common actions users can perform with credits such as transfer customer credits to vendors, approve or reject credits, as well as reopen credits.
Common Actions
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Tip: Invoice Details
When you click on Invoice Details, in the Actions column for a particular order, the Order Details window will be displayed. From this window, you can see the order details in boxes, units, and hard goods and even choose the columns you want to see by clicking on the gear icon (click on the image to see the window detail).
Who Can Approve, Reject or Reopen Customer Credits?
- Create credits: Users with the Sales Role are allowed to create credits and submit them for review. Sales Manager, and Credit Manager role can also create credits.
- Approve or reject credits: Users with the Sales Manager role are allowed to approve or reject customer credits.
- Reopen a credit: Once they are approved, the only roles authorized to reopen a credit, are the Credit Manager and the Sales Manager role.
Users with the Admin role can perform all the actions previously explained.