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--- erp-manual:cloud:sales:credit-note [2026/01/18 10:50]
Kalpesh Popat
+++ erp-manual:cloud:sales:credit-note [2026/01/18 10:53] (current)
Kalpesh Popat [Step 4: Print]
@@ Line 31: / Line 31: @@
 In the sales order screen, system will show "Ret ##" with quantity to highlight the items that were returned
+ ===== Step 4: Approve =====
- ===== Step 4: Print =====
+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

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