Slide
notes: In this tutorial we do an example of a Credit Note on the Indent
Order type. From the section for 'Warehouse Indent Orders', we choose
'Credit Note'.
Slide 2
Slide
notes: We start by retrieving the Customer Profile, using any of the many
Retail methods to find the Customer Profile.
Slide 3
Slide
notes: In this example, we are typing the Customer's Account Code.
Slide 4
Slide
notes: This brings up the Customer details, which are populated onto the
screen. Then we select an Origination Code.
Slide 5
Slide
notes: We double-click the Returns grid to add an item.
Slide 6
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notes:
Slide 7
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notes:
Slide 8
Slide
notes: The Invoice field has a lookup from which we can easily select a
prior Invoice for this Customer. A return Item is of course based on a
prior Invoice.
Slide 9
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notes:
Slide 10
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notes:
Slide 11
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notes:
Slide 12
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notes:
Slide 13
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notes:
Slide 14
Slide
notes: The system will offer Items from the prior Invoice that can be
returned, and we just select from that.
Slide 15
Slide
notes: It is also necessary to select a reason for the return.
Slide 16
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notes:
Slide 17
Slide
notes: From here, we could possibly adjust the return quantity or value, or
simply select ACCEPT.
Slide 18
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notes:
Slide 19
Slide
notes: The system now offers an opportunity to add another return item, but
if we have no more we can just quit.
Slide 20
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notes:
Slide 21
Slide
notes: Once we have all the return items listed, we just choose 'Process
Credit Note'.
Slide 22
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notes:
Slide 23
Slide
notes: The Tender page will default to an Account Credit and we can just
accept.
Slide 24
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notes:
Slide 25
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notes:
Slide 26
Slide
notes: And then the Credit Note Invoice is produced and the task is fully
accomplished.
