VISION ERP – Training Guide

Credit to Customer - Credit for delivered Product not being returned

When a damage product, such as a salt bag being open or water bottle leaking, a credit is issued to the customer.  In order not to impact inventory for product that was not physically received, the credit for that product needs to be entered under the codes 902 – credit for delivered product.

Important: Make sure to use the right code. That will report to the right department and product line.

Credit Memo

To create the Credit Memo go to Customers > Credit and Returns> Issue Credit Memos. (Note: You may want to create a shortcut for future).

Enter the Custom Form “DW Credit Memo” and enter Customer name.

For the item, use one of the codes above and save.