Create a credit note

Fred Office Plus

This topic provides step-by-step instructions for creating, reviewing, and committing a credit note.

Create a credit note and add items

1. Go to Ordering.
2. Select Returns.
3. Click New Credit Note.
   The Receive Credit Note window displays.
   
4. Select the Supplier.
5. Enter the Credit Note Number, Credit Note Date and Credit Note Value.
6. Leave AUTO CREATE ORDER selected.
7. Click OK.
   A prompt displays asking you to confirm your decision.
8. Click Yes to create the new credit note.

Add items to the credit note

1. On the Receive Credit Note screen, click the Add Items dropdown, then select Add Items.
   The Add Items window displays.
2. Scan the barcode of an item you want to add to the credit note.

3. Enter the Quantity to add, receive or send, then press Enter, or click Add.

   If the item does not scan you can also press F5 to manually search for and select the item.

4. Repeat steps 2 to 3 until you have added all of the required items to the credit note.

   When you enter a quantity, you can continue scanning the next item without moving the cursor back to the Scan Item Barcode field.

   Alternatively, instead of entering quantities, you can scan every unit (for example, if there are five units of an item, you can scan the barcode five times).

Review and commit the credit note

1. On the Receive Credit Note screen, adjust the Reason Code, Issued Qty and Issued Cost (if required).
   
2. Enter any Other Costs (for instance delivery fees, DD fees, or rebates).
3. Click Save.
4. Click Commit Credit Note.
5. Click Commit.

Related links

Set up reason codes