1- From the Main Menu, Click on “Purchase” and select “Vendor Credits”.
2- To begin creating a New Vendor Credit, click on "+New".
3- Fill in the Required Details
3.1- Vendor Name: Select the vendor’s name (from the added vendors).
3.2- Branch: Select the branch for which the purchase was made (from the added branches)..
3.3- Vendor Credit Number: This is automatically generated as a sequential number.
3.4- Order Number: The purchase order number.
3.5- Vendor Credit Date: Select the date of the vendor credit.
3.6- Project: Select the project (from the added projects).
3.7- Item Rate: Indicate whether item prices include tax (“tax inclusive”) or do not include tax (“tax exclusive”).
3.8- Item Details: Select the item(s) (from the added items), specify quantities, adjust prices if necessary, and select tax (from the added taxes).
3.9- Notes: Add any relevant notes pertaining to the credit note
3.10- Terms and Conditions: Include any terms and conditions.
4- Save the Credit Note
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You have two options to save the Credit note.
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Save as Draft: Click on “Save as Draft” to save the credit note as draft.
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Save: Click on “Save” to save the credit note.
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