ERPAG | Manual 2021
  • ERPAG Manual | MRP System for Small Business
  • ERPAG Introduction
    • ERPAG list functionality explanation
    • Create ERPAG Account
      • Oath 2.0
    • Setting up your company
      • General info
      • Database Settings
      • Localization
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      • Taxes
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      • Document/Product number setup
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      • Notes: Templates
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    • Label templates
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    • How to setup ERPAG Cloud print app
      • Connecting Label Printers
    • Customers
      • Basic definition
      • Importing Customers
      • Price tiers
      • Terms of payment
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    • Suppliers
      • Basic definition
        • Suppliers price list
    • Mail accounts
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    • Widgets
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  • Inventory
    • Inventory - introduction
    • Beginning inventory quantity
    • Products and services
      • On hand, reserved, committed and awaiting quantity
      • Basic definition
        • Product properties
          • Lot numbers
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          • Transfer - Fulfillment
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      • Types
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    • Import Sales Order
    • PreSales
      • Define stages
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    • Sales orders
    • Open Sales Orders
    • Outstanding pay-ins
    • Sales - Invoices report
    • Sales - Packing lists
    • Sales - Credit notes
    • Customer return
    • B2B portal (Customer portal)
    • Multiple currency
    • Discount field
    • Advance payment
    • Write-off
  • Purchasing
    • Purchase orders
    • Receive inventory items
    • Return to supplier
    • Suppliers SKU
    • Landed cost
    • Utility Bills
    • Outstanding pay-outs
    • Purchase report
    • Purchase by price
    • Supplier credit notes
    • Open purchase orders
    • Tier quantity
    • Price per quantity
    • Fulfillment flow
  • Manufacturing
    • Employees
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    • Job titles
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    • Standard Work Order
      • BOM based Work Order
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    • Work Orders - Convert to standard
    • Manufacturing project
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    • Service Project
  • Accounting and finance
    • Opening Balance
    • Bank Accounts
    • Setting up US Sales Tax
  • Dropshipping
  • Mobile app
    • General
      • How to install
      • Basic Interface
    • Products
      • Item Look-up
    • Inventory
      • Receive
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    • Manufacturing
      • Time Sheets
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  • Integration
    • QuickBooks
    • Shopify
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    • Postmen - shipping service
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  • Event dashboard
    • Download documents
  • POS - New Receipt
    • Vouchers
    • POS - Z report (closing the day)
    • POS - Payment report, Items sold report
    • POS - Backorder (Fulfillment)
    • POS - Managing and printing the receipt
  • Reporting
    • Chart - Categories and Trademarks
    • Reserved items
    • Chart - Stock by products
    • Chart - Stock by day
    • Chart - Sales by partners
    • Chart - Purchasing by time
    • Chart - Purchasing by products
    • Chart - Sales by a product
    • Chart - Sales by time parameters
    • Chart - Sales by categories
    • Serial/lot number report
    • Chart - Stock by time
  • Importing
    • Import - Work Operations
    • Import - BOM (Bill Of Materials)
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  1. Purchasing

Supplier credit notes

PreviousPurchase by priceNextOpen purchase orders

Last updated 6 years ago

Supplier credit notes are located in the purchasing module.

Purchasing > supplier credit notes

In this report you will see the list of all the credit notes you got from your suppliers.

In order for you to add a credit note to your purchase order, the supplier invoice must be generated from that PO. As long as the status of the PO is entered or received, the ‘credit note’ button won’t be visible.

Once you generate the Supplier invoice from the PO, the credit note button will appear. You will be able to add the credit note as long as the status of the PO is unpaid or partly paid.

Once you click on that button, you will get a window where you can enter the amount or the amount with tax included (in that case the amount will be automatically calculated).

The entered amount will be shown in the purchase order, along with the date of entry, and unpaid amount.

Note that this amount won’t be deducted and shown on the printout of your purchase order or supplier invoice.

The entered credit note is now visible in the supplier credit note report.

The purchase order number is a hyperlink, so you can go directly to that PO by clicking on that number. Like in all ERPAG windows, all columns can be added, removed, grouped, filtered, in order for to generate custom reports.