How to create a Stock Credit Note

8 years ago
Kerry Sweeney
2 minutes
  1. Go to the Purchase Ledger > Stock Invoice.

  1. Enter in the Supplier, Supp Invoice Number and the Invoice Date and Due Date.

 

  1. You then need to Select Credit Note

  1. Go to Control Totals and enter the values needed. Use Tab button to move across.

 

  1.  You now need to add products to the credit note. Click on the add product button along the bottom menu.

  1. There will now be a pop up window that allows you to add products.
  2. In the product box, press F4 to select a product or manually enter the code
  3. Select a batch no to issue the stock from if it is a traced product or leave blank for non traced products.
  4. Enter in the Qty weight and price and tab through the boxes.
  5. Click the save button.

  1. The product will now be added to the credit note.
  2. Click on the check box at the right hand side to add the line to the totals
  3. Ensure that the control totals match the invoice/credit totals.
  4. Click the save icon to save the credit note

  1. Click  ‘Yes’ to confirm.

 

The credit note will now appear on the supplier account and the product will be issued from stock.