Creating a credit follows the identical procedure of creating an invoice so OASIS supports:
- Customer Credits
- Vendor Credits
- Combined Resell Credits.
Go to invoices and select the green + button:
You will need to input the Manufacture and the PO number.
OASIS will ask if you want to create an invoice or a credit. Select Credit.
OASIS is smart enough to know that you are crediting your customer. ENTER the quantity being credited. DO NOT put a "-" in front of the quantity or you will create a new invoice instead of a credit.
OASIS will change the quantity to a negative after the user tabs out of the quantity field.
Special Notes on "Add Items"
- If entering a lot line, enter the dollar value without the negative sign in front of it.
- Restock charges are always positive numbers reducing the amount of the credit
- Freight and Misc can be either charged to or credited to customers depending upon the circumstances so users will have to enter a negative sign when attempting to credit the customer otherwise the amounts will reduce the total credit.
Example below has a restock charge and the customer is being charged freight which reduces the amount of the credit.