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How to Process a Free Credit

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Summary: 

To give or process a free credit to a customer from a sales order.

Platform: 

  • Unleashed on Browser   

Steps:

  1. Navigate to Sales
  2. Click Credit 
  3. Click Add Credit
  4. Click Free Entry
  5. Specify or select the Customer Code. Some of the fields will be automatically filled-in
  6. 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.
  7. Click Add
  8. Click Park if you want to make changes later or click Complete if you have completed the process

 

 

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