Supplier Credits

Overview

• Supplier Credits (or Supplier Credit Notes) help manage returns and refunds from suppliers.

• Flow of supplier credits:

  1. Product returned or order canceled.
  2. Record supplier credit.
  3. Refund or credit applied.
  4. Apply supplier credits to offset against future bills.

• In the All Supplier Credits table:

  • Columns are customizable (show/hide, reorder).
  • Quick Filters: by status (draft, submitted, approved, rejected, applied).
  • Advanced Filters: filter by Supplier, Reference, Credit Number, Amount, etc.
  • Row Actions: Edit, Delete.
  • Bulk Actions: via checkboxes (edit/delete multiple).
  • Pagination: entries per page (10–50) and navigation controls.

Row Actions & Detailed View

• Each Supplier Credit row can be clicked to open a detailed modal view.
• From this view, you can:
  • View the Supplier Credit PDF.
  • Add or view attachments (return slips, invoices, supporting docs).
  • Approve or reject the supplier credit.
• Once a supplier credit is approved, it becomes available to apply against bills.