How to Process a Free Credit
FollowSummary:
To give or process a free credit to a customer from a sales order.
Platform:
- Unleashed on Browser
Steps:
- Navigate to Sales
- Click Credit
- Click Add Credit
- Click Free Entry
- Specify or select the Customer Code. Some of the fields will be automatically filled-in
- Enter the Credit details:
- Specify or select the product.
- Quantity and Price: Specify the Quantity and edit the Price if required.
- Reason: Select a reason from the drop-down list.
- Return: Select the checkbox if you want to return stock to be available for sale.
- Comments: Add any related reference details.
- Click Add
- Click Park if you want to make changes later or click Complete if you have completed the process