• Create Credit Note
• Approve the Credit Note
• System will bring the returned item back in the inventory
• Show the status of the return in the Sales entry

• Open the Sales Order for which Credit Note is required. Click on Document Actions and choose Credit Note from the menu.

After step 1, system will automatically load all the items of the selected sales order, choose the items that the customer has canceled and wants to return.

Each item has 2 actions: Edit and Remove, Repeat the below step for each item:

• To Remove Item: Scroll to the item that customer is Not returning and then Click on the remove icon (X) for that item

Review the list of Credit Note Items: Item ID should be correct, Quantity should be correct

Credit Note should only list the items that customer wants to return

After review is done, and corrections are made, Click the Save button.

Note: Credit Note entry cannot be modified after they are saved

In the sales order screen, system will show “Ret ##” with quantity to highlight the items that were returned

Credit note needs to be reviewed and approved by the person who has the approval permission

To review the Credit Note

• Go the Credit Note menu
• Search for the credit Note
• Open the credit Note
• In the Summary section, next to label Document Status, click on the down arrow to show the menu
• Choose Approve or Cancel as needed

After approval is done, system will automatically reverse the inventory of the items listed under this Credit Note

• Open the Credit Note that need to be printed
• Click the Print button