Refund
- Ruth Mills
- Jackie MacDonald
Owned by Ruth Mills
Use this page to request a credit note from a supplier
If you have already booked off an order and now need to raise a late credit note request to the supplier, you can create a Refund.
This will generate a new PO number and the process is similar to creating a requisition.
Click on Add, choose the Stock Location, enter the quantity against the item you need the credit for, then click on Add Items. Click on Review Refund Products and confirm as you would a normal order.
How can I link it back to the original PO?
You can use the notes section to add a note to the supplier.
Do I have to book off a refund?
No, once sent the Refund will bypass the booking off process and will automatically become a credit note estimate.