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Select + Add from the (Returns)Credit Requests homepage.

Fill out all required fields as indicated by an asterisk*

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

Request Number will be automatically assigned.

Create Date will autofill at save.

Return Policy, Max Return Time, Return Comment, all default in based on Supplier information. (Will be blank if nothing is entered for the Supplier)

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

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.

In the popup modal Add Product(s) from Invoices you will be under the first tab, Step 1: Invoices.
Select the desired Invoice.

Go to Step 2 : Line Items tab.

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

Show Items With <=0 Stock On Hand will includeproducts whose SOH is 0 or less. The default is for this box to be unchecked so only products whose SOH is greater than 0 are displayed.

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

Select OK.

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

Enter Return QTY for each item.

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: Invoices and Export PDF at the top of now the “Edit Credit Request” screen.

Invoices shows how many invoices are attached to this Credit Request. If selected it will take you to the selected Invoice.

Export PDF is the paper you will put in the box with the returns.

Move into an Open Status when you are ready to send to the Supplier.

Upon status change, new Add Memo button will be available. (see the next section below)

When memo is received from the Supplier, select Add Memo.

Fill in information as defined below.

Select Memo Details

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 Quantities follow these steps for the Memo.

1. Close the add products window after add.

2. Select Batch Resolve. This will fill in all amounts and resolve all and move to Closed status.

If everything was NOT approved.

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

2. Enter Resolved Amount and used Write Off checkbox if applicable.

3. Change status to Resolved.

Credit Request is now in Closed status.