Credit Notes Search

To locate a credit note that has been generated previously, using this module, or automatically, by the Receivings module, select the Vendors - Credit Notes option form the Main Menu and a list of Credit Notes will be displayed. The search can be refined by selecting a Store ina  Multi-Store setup. To change the sort order, just click on any Column Header - once for an Ascending sort - twice for a Descending sort. The Credit Notes are displayed initially in Order of Credit Note reference number.  This number is generated automatically when a Credit note is started.   Click on a line to choose a note to edit or print.  To Print a credit note.select the 'Functions' Tab Option then click on the 'Print Credit Note' button. This will print a Credit Note request that can be sent to the Vendor, detailing the items to be credited. To send this to a printer or fax, click on the top, left 'Print' button. To create a flat file based on the report click on the 'Export ' button for more options,or Print to any PDF file printer software available from 3rd party vendors.  When a credit note has been completed, if you do not wish to see it in the list of open credit notes anymore, it should be Finalized to either Breakage of a Dollar Credit. The credit note will then be unavailable for further editing, but it's details will be available in the reporting section.  (Choose 'Vendors/Reports' from the main menu.) Credit Note information is also included in the Period Activity Report.