This article outlines the steps to search for a Finished Goods Credit Note using the ‘Search Credit Notes’ function in Sync. Once an Credit Note is created, this function allows you to retrieve and review it at any time.
PURPOSE
To enable users to refer back to a Credit Note that has already been created and approved in the system.
KEY BENEFITS
- Allows quick retrieval of historical credit notes
- Facilitates customer queries, audit checks, and financial reconciliations
- Enhances traceability and transparency of credit note records
FOLLOW STEPS BELOW:
1. From within ‘Navigation’ click on ‘Search’
2. Select ‘Credit Notes’
3. Apply filters e.g. Customers or Credit Note#
4. Capture a search criteria e.g. Credit Note#
- You may also add additional search criteria by using the ‘Advanced Search’ function
5. Click Search
6. Click ‘Select’ to Open the Credit Note
ADDITIONAL INFO
Credit Notes cannot be amended once they have been approved and created in the system. ‘Pending Credit Notes can however be amended.
NB. For a quick tutorial watch below
