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--- erp-manual:cloud:sales:credit-note [2026/01/18 10:42]
Kalpesh Popat created
+++ erp-manual:cloud:sales:credit-note [2026/01/18 10:53] (current)
Kalpesh Popat [Step 4: Print]
@@ Line 1: / Line 1: @@
-test
+ ====== Create New Credit Note ======
+ ===== Workflow =====
+  * 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
+ ===== Step 1: Create New Credit Note =====
+  * **Open** the Sales Order for which Credit Note is required. Click on **Document Actions** and **choose** **Credit Note** from the menu.
+ ===== Step 2: Items to Return =====
+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
+ ===== Step 3: Review and Save the Document =====
+**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
+ ===== Step 4: Approve =====
+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
+ ===== Step 5: Print =====
+    * **Open** the Credit Note that need to be printed
+    * Click the **Print** button

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