Credits

Your customer will provide for you a list showing details of which products they have been credited for. Alternatively, you might have to check through the delivery notes for the details.

It is best to use the Credits screen for inputting this information as you can create a special credits report. However, you can also input the credits as negative purchases, or simply type them in on the Products screen.

  • Type in the number of the credit note.
    Each credit note will be given a unique reference number (it actually cycles around 1-1000).

    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 a 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.

    If the supplier is not defined in the list, leave it blank.

  • Type in the name of the supplier.
    If you did not select a supplier from the list, you can simply type in a name.

  • Click on the correct credit type.
    Typically the credit type is Supplier. However, you can credit items to the kitchen, e.g. wine, and this will ensure that these credits are printed separately from the normal supplier credits on the report.

  • Type in the product code. Once you have entered the product code, the product’s description and size information will be displayed on the right-hand side.

    If you cannot remember the product code, use the product search facility

    If you have selected a supplier from the list, you can use the special search function to give you just the products available from that supplier. Use the '-' key.

    If you have a wine list and are using bin numbers, you can type in the bin number instead of the product code. Also, you can do a search on bin numbers with the comma (,) key.

    If you do use the search screen, you can type in the credit quantities directly onto the search screen. Scroll down to the required product and type in the number.

    A small sub-screen will be shown displaying the unit cost price of the product and the quantity you just typed in. Complete that and press Enter.

    The Total Cost box will be filled in automatically and you have the option of changing it. If your credit note has prices on it, and the price is different to that displayed on the screen, type in the new total price and then press Enter.

    You will be prompted as to whether you want the main database cost price to be updated - it is unlikely as this is a credit note.

  • Type in the number of items and units.

  • Enter the number of Items and Units (if applicable).

    If you want to enter a number of tots, e.g. four shots of whisky, type in #4 or /4.

  • Changing the cost price
    The selected item’s cost, the total cost and the product's database cost are now displayed. The selected item’s cost shown will be either the database cost price for that product or the supplier's cost for that product. The supplier's cost will always be shown if you selected a supplier from the list above.

    If these are different to the cost shown on the credit note, it means that the new cost price is different to that in the database. Click in either the Per Item Cost box or the Total Cost box to change the displayed cost to that on the credit note.

    As shortcuts, you can type Control-C to move to the Cost box or Control-T to move to the Total box.

  • Click on the Add button or Press Enter.
    The delivery information for that product is now added in 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 Note # box.
    This will clear most of the boxes on the screen and you can type in the number of the next delivery note and continue from item 1 above. The Supplier name will remain in case your next credit note is for the same supplier.


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


Click on the Change 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.


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