Credit Notes
The Credit Note master contains menus that are common to all sales return transaction masters.
The following additional menus are available in the Credit Note master:
Payment History - This option provides details of payments and refunds on a transaction in the Payment History list.
Show/Attach Area-wise Stock - This option is available only for a non-serialized Product. Select this option to view the Warehouse to which committed quantities of the selected Product are assigned. You can also attach negative quantities in a credit Note by clicking the ‘Toggle Area Type’ button in the Attach Quantity master. Only the ‘Stock’ type of Warehouses are displayed.
Transfer/Assign New Stock - Use this option to transfer or distribute serialized and non-serialized Products received from Customers to different Warehouses. You can reduce the quantity in a Warehouse and increase the quantity in the required Warehouse.
Show Serial Number - When you select this option all Serial Numbers attached to a selected Product are displayed in the Serial Number list. The information available is the same as in the Show all serial # option.
Serial Number History - This option provides a history of the Warehouse and the transactions to which a Serial Number was assigned.
Create a Credit Note
A Credit Note may be created in the following ways:
Converting an existing Credit Order to a Credit Note.
Creating a Credit Note directly
Converting the Existing Credit Order to a Credit Note
Menu Path: Sales > Credit Orders > Credit Order List > Open the Credit Order > Menu > Process> Note
Enter the no quantities Credited and Click on Save
Creating a Credit Note directly
Menu Path: Sales > Credit Note > Menu > New
Select the product and enter the quantities
Click on Save
