How To - Credit Request Flow
A Head Office or Outlet user can raise a credit request against an order that has an Invoice (s) against it. Please see the below process flow:
Customer raises an order
Sent to supplier (EDI/Email notification)
Supplier amends/accepts the order
Supplier dispatches order
Customer Accepts delivery
Customer can amend the qty (accepted amount)
Invoice sent by supplier
Accepted price/qty and invoice price/qty matches = reconciled
Accepted price/qty and invoice price/qty does not match = unreconciled
Customer can raise a credit request against an invoice
Customer manually inputs the items they want a credit against (ability to automatically populate in Acquire v1.29)
Supplier will be notified via email
Supplier can either accept or reject in full (currently via Acquire only)