Stock Management

Credit note from the Stock Module

• This function will be used to Credit the whole Supplier invoice because the Invoice was captured incorrectly
  
• This function will be used to Credit Items from a Supplier invoice that was sent back or never arrived
• Remember you must have a Credit Note from the Supplier if you have sent Items back or never received 

Open the Stock Module

Click on Purchases

Click on Stock Credit Notes (New Interface)

Select the Period and click on OK or press F2

The Warehouse will use the Warehouse where the Supplier Invoice was Originally Captured

Select the Date from the calendar by using the F6 short cut key or type the Date

Select the Creditor from the Creditor list by clicking on the look-up box opposite Creditor number

Click on the Creditor and Click on Done [F2] or double click on the Creditors Name

Enter a Reference  (Reason for the Credit note) and press Tab

You can Search for the item or the Invoice number to see the whole invoice

Enter the Quantity to be credited in the Yellow column 

Press Tab. The line will turn Bold Black.

Click on Post [F2]

Cancel will cancel the Credit Note

Click on Yes if you want to Post or Cancel if you do not want to Post the Credit note

Posting Success means the Posting of the Credit Note was Completed

You can print, Email or Save your credit Note by clicking on the desired option

Click on Close to Exit.