Review Supplier credit notes

Overview

• Supplier Credit Note review captures Store, Supplier, Credit note number, Credit date, Total, GST, and an optional Reason/note.
• After staff mark it reviewed, the Business Document is completed and the review becomes read-only.
• Current credit-note review is record/review only.
• It does not automatically reduce Supplier Product prices.
• It does not automatically create a Xero transaction/credit note.

When to use this

• Use this workflow to retain and verify a supplier credit note in MiniTill without pretending it has already been posted into accounting or Costing.

Step-by-step

1. Compare the original credit note with the extracted fields.
2. Select the correct Store and active Supplier.
3. Confirm credit number/date, total and GST.
4. Add the reason/note if useful.
5. Choose Mark reviewed.
6. Handle any accounting action outside this current review workflow as required.

Common mistakes

• Do not expect Mark reviewed to change supplier prices.
• Do not expect it to create a Xero credit note.
• Do not select a Supplier belonging to another Store.

Troubleshooting

• If Mark reviewed is blocked, confirm Store and Supplier are valid and belong together.
• If the credit was misclassified, compare the source and extraction warnings before completing it.