This article outlines the steps to create a Credit Note for a Stock Sale.
PURPOSE
This function enables users to credit a previously processed Stock Sale, when required.
KEY BENEFITS
- Maintains accurate customer and financial records
- Flexible and fast process using non-stock item type
FOLLOW STEPS BELOW:
1. Click 'New'
2. Select 'Credit Note'
3. Select 'Customer' or 'Sub Customer'
4. Use search to find and select desired customer/sub customer
5. Click Select
6. Enter a Comment
7. Click up arrow to minimize credit note header
8. Click coin icon to add non-stock item
9. Select non-stock type from dropdown e.g. Stock Sale
10. Search and select desired sales rep
11. Click binoculars icon to select Job to link non-stock item to
12. Enter units
13. Enter local price
14. Enter reference
15. Enter comment
16. Click OK
18. Click Complete
ADDITIONAL NOTES
Ensure that the Non-Stock Type is set to "Stock Sale" to reflect the correct transaction type. If ‘Stock Sale does not exist, contact support to add.
NB. For a quick tutorial watch below