Creating Local Credit Notes for Stock Returns

Local Credit Notes can only be created for local distributors.

Step1

Click on the Create+ button to begin creating a Credit Note for your Return. The following screen will be displayed:

Step2

Under Store Credit Note Header choose “Return”. Then enter the return document reference number in the Claim Reference field.

The system will then display all details associated with the return on the Credit Note screen.

Step3

At this stage, you may click on Save to save the document for future completion. Or you may click on Approve to complete the Credit Note.

To approve the Credit Note, you must enter the Supplier Credit Note reference:

Step4

After clicking Approve, the Credit Note status will be set to Completed.