How To Add A Manual Credit Note

This is used when you want to create a credit note after you have received a delivery and have accepted the products in and you find a fault / want to return something

Click on “Accounting”
Then click on “Credits”

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Then Click “add new”

You will then be taken to the following screen:

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An automated “Credit Note Number” has already been created for you
You can then choose the specific outlet and purchasing class if applicable
The date is automatically entered for you
You will need to select the supplier you want to return the products to
Then select the products and the quantity you want to return

You can also add notes and images to the credit note to notify the supplier about why you have returned this

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You can then “Save as a draft”,”Save and approve” or “Save and add another”

NB:- You may not have access to save and approve depending on your user level - see your system administrator if ‘save and approve’ is not enabled for you

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Now you can view all the Automated Credits and Manual Credits in your system which are sitting as ‘Open’ by navigating to Accounting > Credits > Open
Whoever has access to approve these can approve once the credit has been received from the supplier by clicking on Actions > Approve – the credit note will then move to the ‘Approved’ tab

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If the above is unsuccessful please contact our support team at support@kitchencut.com and log a support ticket via the Kitchen CUT Customer Support Portal  (accessible through your Kitchen CUT site).