Processing a credit will reduce your current stock on hand by the quantity of medications returned to the supplier.
- Navigate to Stock Management then Suppliers & Invoices in the left side-menu
- Click on the drop-box next to Transfer Type and select Credit
- Select the Supplier you are returning the medication/s to from the Supplier drop-down menu (If the supplier does not exist, you can add them in)
- Search for the medication/s to be returned to the supplier and type the quantity being returned in the Enter field
- Select the date that the stock was returned to the supplied in the Date Received field
- Add a note for the return in the Notes field such as credit number etc
- Select Continue, review the details of the credit
- Enter your Credentials and select Continue to finalise the return. Once the credit is finalised, the stock count will be updated accordingly
Credits must be processed using the steps outlined above, and they cannot be initiated from the incoming invoice queue. If you find the credit listed in the incoming invoice queue, you will need to remove it. To do this, select the invoice, click on the Bin icon, and enter your credentials and select complete. After removing it, you can proceed to process the credit as described above.