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Return Authorisations - Create a Credit Note (from a Return Authorisation)

You can create a Credit Note for the Received Quantities on an RA

Go to the Order Tracker where the RA was created
From the HOME PAGE, click on ORDERS, Search for the Customer's Order and Click on OT

(Make sure you have complete the RA with the  RECEIVED QUANTITIES - for more information, here is the manual).

Click the action button and select [Add Credit Note]
Click on CREATE, to the right of the RA number

The screen will populate with details from the Delivery Note and Return Authorisation

Confirm details on screen and click CONTINUE

Complete the missing information if you need them on the Credit Note.

The Products tab shows all the products from the Sales Order and quantities are auto-populated from the RA 'Received Quantity'
The quantities and comments are defaulted to match the 'Received Quantities' from the RA

You can amend if needed.

Go to the tab 'Totals' to review
Confirm Discount Rate and Transport Charges (if they need to be credited) - click SAVE+CLOSE
[Save] and [OT] or [Close] to go back to the Order Tracker
The Credit Note line now shows in the Order Tracker

[Actions > Print] to export the document to PDF

[Envelope Icon] to email the document directly from Zedonk

The Credit Note is ready and can be Printed/Saved as PDF
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Sales Orders

Sales Orders 36
Consignment Sales Orders 6
Bulk Updates and Imports 7
Proformas 7
Delivery Notes 6
Invoices 9
Return Authorisation 6
Credit Notes 6

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