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Select + Add from the Credit Requests homepage.

Fill out all required fields as indicated by an asterisk*

View field definitions below for more information. Fill out as needed.

Create Date will autofill at save.

Return Policy, Max Return Time, Return Comment, all default in based on Supplier information. (To view, go to Suppliers > select edit on the Supplier you wish to view, go to the Parameters tab within the Supplier, scroll down to Return Information)

Include invoice information? checkbox defaults to checked. When deselected, “+Add Products(s) from invoices” button changes to “+Add Products and an “Update Order Decisions?”

If Update Order Decisions? checkbox is checked, a Term dropdown appears. Select Term.

If “Include invoice information?” box is checked, +Add Product(s) from Invoices button will be available.
If “Include invoice information?” box is not checked, +Add Product(s) button will be available. Scroll down to view instructions in “Add Product(s).

In the popup modal Add Product(s) from Invoices you will be under the first tab, Step 1: Invoices. You can Search by the criteria given in search bar, select a Supplier from the dropdown, or use the Invoice Date field to search for the desired Invoice(s).

Use the checkbox on left of the Invoice to select desired Invoices.

Go to Step 2 : Line Items tab.

Select Reason for the return in the dropdown menu. *You will be able to change this on the line item level in the Add Credit Request screen.

Line items default to all checked. Review information and deselect as needed.

Select OK.

You are now able to change your Cost or Return Reason on the line item as needed.

Enter Return QTY for each item. As you do this, you will see your “Credit Total:” update.

If needed, you are able to remove a line item by either:

1. Selecting the checkbox on the left of the item and selecting Remove.

2. Selecting the Trashcan button on the right of the line item.

Save.

Upon save, 2 buttons appear at the top of now the “Edit Credit Request” screen.

Invoices will allow you to select which Invoice to look at and take you to that invoice in Edit Invoice screen.

Export PDF is the paper you will put in the box with the returns. Will download at bottom of browser, select it to open and then print.

When everything is entered correctly, you are able to change the Status to Open. Once it is in Open status, the Add Memo button will appear.

Select Add Memo and new memo line will appear.

Enter Memo/Check Number and Memo Date

Fill in information as defined below.

Select Memo Details

In Memo Details, Add Postage if applicable. New line appears.

In Memo Details, Select +Add Product(s) to open Add Product(s) window. Select products.

IF everything was approved and you just want to RESOLVE your Resolved Quantities follow these steps for the Memo.

1. Enter Memo/Check Number

2. Enter Memo Date

3. Enter in the Memo Amount in full (can be seen as a Credit Total above the invoice column in the Products area)

4. If it is a check, select Is Check.

5. Select, Memo Details. In Memo details, select all items by using checkbox on column heading on the left and select OK.

6. Select Close. (All items will have no information in the editable fields).

7. Select Batch Resolve. This will fill in all amounts and resolve all.

In the Memo Details, enter in the Resolved/Cancelled/Denied QTY as applicable.

Enter Resolved Amount (cannot be more than the credit total).

Change status to Resolved.

Select Close.

Credit Request is now in Closed status.

Add Memo button appears upon Open status. Upon selection, Memo field becomes active. (see example on right)

Fill in Memo information. Select checkbox Is Check if applicable. Once entered, the Memo Details button will function and bring up pop up display.

In Memo Details, when you select +Add Products, the products on the credit request will be available for add. Select the products desired and press OK.

In Memo Details window, it will ask you to enter the Resolved, Cancelled and Denied quantities. These quantities must equal the Returned amount.

Enter Resolved Amount, cannot exceed the item cost.

IF the Status is Unresolved, checkbox Write Off is available. Select if you are Writing Off the products.
IF the Status is Resolved, checkbox will be unavailable (but will keep selection) and Memo Details grey out and become unable to be edited other than status. Select Close when done.

Select either Batch Resolve to resolve Memo(s), Batch Cancel to cancel Memo(s), or the trashcan button to delete the memo.