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Updated on 3/23/2018
Best Practices Publication
Debit Note Procedure
Direct link to topic in this publication:

Creating a Debit Note for Purchase Returns





  1. From the GreeneStep main screen select the ‘Purchases Menu’ then go to Transactions > ‘Debit Notes’ option.

  2. From the ‘Debit Notes List’ menu, click on the ‘New’ or (+) icon or just press (Insert) on the keyboard.







3.  Click on the ‘Arrow’ drop down to the right of the ‘Supplier’ box to bring up the search option.

4.  Click on the ‘Account Name’ heading and in the ‘Search’ box type the Supplier name.

5.  When the correct Supplier is highlighted, press ‘Enter’.



6.  Enter the Item Code in the ‘Product Code’ box.

7.  When the correct Product is highlighted, press enter.

8.  Use the ‘Down’ arrow on the keyboard to move to the next line.

9.  Click the cursor in the ‘Description/Note’ box.  

10.  Type in what is wrong with the item and any relevant notes.

11.  Click the Disc/SAVE icon to save the information.

12.  Use the ‘Down’ arrow on the keyboard to move to the next line.

13.  Repeat steps 6-12 for each Product.



14.  When all line Products have been entered, save the Transaction.