Credits

Supplier Credit Notes

A Supplier Credit Note is used for returning goods to your supplier. This article explains how to create a Supplier Credit Note.

Creating a Supplier Credit Note

If you need to return goods to your supplier, follow the instructions below.

1. From the left navigation click Purchases then select Supplier Credit Notes.
   
2. Click New Supplier Credit Note
   
3. Enter the supplier in the supplier details fields
4. Enter the product you wish to credit
5. Notice that the stock is negative. This means that stock will be receipted out of the system
   
6. Enter Completed Date, Supplier Credit Note Date and Supplier Credit Note No
   The Supplier Credit Note No is the number of the Credit Note you receive from your Supplier
   

Creating a Supplier Credit Note from an existing Purchase Order

It is also possible to automatically create a credit from an existing Purchase Order.

1. In the Purchase Orders module, hover over the cog icon of an order you'd like to credit, then click Admin.
2. Click on Actions, and select Create Credit Note from PO
3. 
4. In the window that appears enter the quantity of items to be transferred, or alternatively click Select All
   
5. Click Create Credit Note from Selected Products, which will create a Supplier Credit Note with selected items
6. Add a Payment Type to the created Credit Note and then click Approve

Notice that the Purchase related to the credited items are linked in the Linked Transactions grid at the bottom of the screen.

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