This topic will demonstrate how to manage credits. You may need to apply for a credit from a supplier when:
- the supplier has invoiced for stock that has not been supplied (short-sent)
- invoiced stock has arrived damaged
- the supplier has agreed that you can return stock for a refund for any reason (e.g. the stock didn't sell, packaging has been updated)
The process of applying to the supplier for a credit occurs outside of Minfos and may differ for each supplier. Check with the relevant supplier to confirm the process you need to follow.
Manage manual credits
This process should be followed for suppliers that do not send credit notes electronically via the PharmX gateway.
Video - Manage manual credits
Watch the video
Learn how to track and reconcile manual credits in this video tutorial.
If you would like to learn more, please refer to the article below.
Manage Manual Credits
Manage electronic credit invoices
This process should be followed for suppliers who send credit invoices electronically via the PharmX gateway.
Video - Manage electronically sent credit invoices
If you would like to learn more, please refer to the articles below.
Configure Electronic Credits for a Supplier
Manage Electronic Credits
Congratulations! You are now ready to progress to the next topic - Stock transfers.
Track your progress Don't forget to mark off your progress on the checklist before you move onto the next topic.