Creating a credit note against a sales order

Users can create a credit note against a sales order once a sales order has reached a stage of 'Confirmed' by selecting 'Generate Credit Note' from the 'Actions' drop-down.

Generate credit note feature (highlighted)

Before a credit note can be issued, users should follow the sales order process:

  1. Create a sales order. Ensure all information is valid.
  2. Add any relevant parts to the sales order and save.
  3. Once the sales order has been sent to the customer, select 'Mark as sent' from the sales order Actions drop-down.
  4. Once the sales order has been confirmed by the customer, select 'Mark as confirmed' from the sales order Actions drop-down.
  5. With the sales order marked as 'confirmed', a new option to 'Generate credit note' will display in the sales order Actions drop-down.
  6. Selecting 'Generate credit note' will open a pop-up window where users can enter all relevant credit note data. Once complete, select save. 

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