Manage Credit Note

This section will guide on how to manage return orders across channels (both physical stores and website).

Credit Note

Credit Note is a structured means of refunding or returning invoices that have already been paid for or issued. such as a mistake in the invoice. a return of the goods, or a rejection of the services. the goods delivered are damaged. Restock button that indicates if the returned item is to be restocked into the stock inventory. Go to the Back Office, click the Vouchers and select the CreditNote

Easily create the credit note and also see the results of e-commerce and pos returns.

Lists

The page contains a list of all returns.

Number

This is a unique number for a credit note.

Status

Status helps to view all the return orders status like-new return, approved, etc.,

Status Types

New Return

Return order comes under the new return. Indicates that return order is created.

Approved

If can accept the return request of the customer, the admin can change the status to Approved.

Rejected

This status is assigned when the requested return items are rejected to process further.

Product Received

If product is received from customer, change the order status is product received.

Sent for payment

If have send the payment for customer return order, set status as sent for payment.

Payment Completed

If send the payment to customer, change the return order status is payment completed.

Closed Return

When the customer does not want to return their item, change the return order status is a closed return.

Return Canceled

If the customer cancelled their return order for any reason then time the return order status is cancelled.

Customer

The Name of the ordered customer is stored in a customer field(The Order Placed by whom).

Created On

The order created date will show in a created on the field.

Total

The Customer total amount will show in an order total.

Create Credit note

Go to the Voucher in the Back Office and select the CreditNote. The admin can select the customer from the list of customer in the dropdown and select the quantity of the product.

Customer Information

Enter the name of the customer and the contact information. This information will appear on sales orders print.

Tip

Click Alt+C - Create a customer at the customer section.

Address

Click + symbol for the bill to and ship to, the address section will open. Update the customer address in this field.

Credit Days

Enter the number of days the Credit Note will last for or when it will expire.

Transport

Specify the type of transport service like lorry, van, bus or auto etc.

Goods issue

The Goods issued items are displayed in this goods issue tab. This mentions the tracking number, time and date, restocked quantity, location name, product name and created by name.

Note

Enter the note in below of the update return status. Entered note is displayed in the note tab.

History

The updated order status is displayed in the History tab.

Product

Search the product buyer want to purchase. This field allows to create, add and edit the products.

Tip

Click Alt+C - Create a product at the product section.

Quantity

Enter the minimum or maximum quantity of the product.

Units

Units of Measure (UOM) are used to define the measurement of the items.

Price

Enter the minimum or maximum quantity of the product.

Discount

Enter the discount amount on this field.

Subtotal

This is the total price for each product in order or the total price of order. If also have a discount applied to a product, the discount amount is reduced from a subtotal.

Tax Amount

The amount of tax that applies to the product items.

Discount amount

Discount Amount shows if any discount that applies to the product item.

Total

This is line item total. The total amount is reduced when the product has a discount.

Steps to Create Credit Note

  1. Click Create Credit Note button in the top right corner.
  2. Enter the customer name in the customer search box. The available customer list will show the search dropdown related on search.
  3. Select the customer name, then the customer-related information will fill automatically.
  4. After selecting the customer name enter to fill billing address, shipping address
  5. Select product name by entering the product name in a Product Name search box. The available product list will show the search dropdown related on search.
  6. Summary will show at the end of the page. Kindly check the summary before saving the order.
  7. Finally, Click the top right corner Save button or Ctrl+S to create order.

Payments

Search and select the payment method customer have paid.

Approval

Update customer return status. Click Save after selecting the return status.

Restock the products

The items were already delivered and will be returned. The returned quantity will be added back to the available product count. It has the option to restock products by clicking the Restock button.

How To Restock products

  1. Click Restock. (For more details on Shipment section)
  2. The product name, SKU and quantity of the product will be shown.
  3. select Location (for more details on how to create Location-location section).
  4. Enter Restock Quantity(Some items need to Restock).
  5. Click Save button.
  6. The return of the product is restocked.

How to add lot in Restock

  1. Click Restock button.

  2. Click Allot Lot button for the products.

  3. Enter the lot number, manufacturer batch, mfg date, expiration date, and adjust the quantity for this product, or pick an existing lot number. After pressing the enter key, the information is stored.

  4. Click Save button. A lot is allocated, and the stock is added to the designated warehouse.

  5. Click Print Challan button to print goods return items.

Credit Note Details

This section contains general information of the credit note like customer information, address information, Payment and shipment method, note, status and total.

How to view credit note Details

  1. Open Back Office
  2. Go to Voucher Menu.
  3. Click and open Credit Note section.
  4. View All return List in the section.
  5. If click Number it moves to the order details page.
  6. Click Close button to go order list page.

Edit credit note

Edit credit note details for customer information and add the products.

How to edit credit note details

  1. Open Back Office
  2. Go to Voucher Menu.
  3. Click and open Credit Note section.
  4. View All List in the order section.
  5. If click Number it moves to the order details page.
  6. If want to edit customer information, enter customer name and add customer billing, shipping address.
  7. If want to add the products, enter a product name in a search by product name.
Tip

If click Download Invoice to download the PDF Order. It includes the details of company name, company logo, Address, customer order details.

Tip

Use Export Orders and Export Orders With Order Lines options to export the report details into a comma-separated CSV file.