How to process a supplier credit

The Order Credit function allows you return parts back to the supplier, which will leave a credit against the supplier creditor account, which can be either refunded back to you, or applied towards future supplier payments.

If you are able to locate the original order that is being credited

1. In the Order Lookup, locate and click on the original invoice.
2. Click Credit at the bottom of the window.
   
   
3. Select a Partial or a Full Credit. This will open the credit window for you.
   
   
   
4. Ensure all invoice and date details are correct.
5. If you selected Partial credit, ensure the Return Qty field has been filled out.
6. Click Process Credit.

If you are unable to locate the original order

If you are unable to locate the original order, you can still process a supplier credit but will be required to add the part numbers and quantities to be returned.

1. Click New Purchase Order under the Purchase Parts tab.
2. Ensure the correct supplier, invoice details, and date have been entered in the provided fields.
3. Between the staff and part number fields, select Credit Note.
4. Add the parts being returned in the part number field.
5. Type in the number of parts being credited in the Return Qty field.
6. Click Process Credit.
   
   

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