====== 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