Credits

If you have to return stock to the supplier, you should use the Credits screen to enter this information.

Type in the number of the credit note.

A check will be made to see if the credit note number has already been used in this audit. If it has, you will get a warning.
Type in the date.
Select the supplier from the list.
Press the down-arrow on the keyboard to show the list or click on the small arrow on the right
Or you can type the first few letters of the suppliers name and it will come up in the box.
You must select a supplier or you will not be able to continue with the credit note.

Select the product.
Type in a minus '-' and the search screen will be displayed showing only the products available from this supplier.
For more information on searching click here.
Use the up/down arrow keys to move to the product you want and then type in the quantity. A mini screen will be shown indicating the size of the product and the cost price. Complete the quantity and press Enter.

If you do know the product code, you can type it in and the product’s description and size information will be displayed on the right-hand side. You can then type in the quantity.
If you have a wine list and are using bin numbers, you can type in the bin number instead of the product code.
The Total Cost box will be shown and you have the option of changing it. If you have a price list, and the price is different to that displayed on the screen, type in the new total price and then press Enter.
The product's cost price for this supplier will be updated automatically. However, you will be prompted whether you want the main database cost price to be updated.
Click on the Add button.
The credit information for that product is now added to the database and the cursor will be returned to the Product Code box for you to enter the next product.
You can enter a new product code or search as above.
Click in the Credit Number box.
This will clear most of the boxes on the screen and you can type in the number of the next credit note.

Click on the Report button to view a report of the Credits that you have just entered.

Click on the Amend Credits button to change the details of the credits you have input.
This will typically be used after you have entered all of the credit notes and you find that there is an error.

Click on the Close button to return to Cellar Operations.

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