Crediting Parts Sold Over the Counter

Modified on Thu, 1 May at 11:47 AM

This guide explains how to credit parts previously sold to customers over the counter using the Navigator system. Crediting is necessary when a customer returns parts or when adjustments to invoices are required. This ensures accurate inventory management and financial records.

Step-by-Step Process

1. Preparing for the Credit Process:

Obtain the original invoice number (usually located at the top right-hand corner of the invoice).

2. Initiating the Credit:

Ensure the Parts Point-of-Sale window is open.
Select the Reverse Invoice button.
Enter the original invoice number and click Credit.

3. Adjusting the Credit Note:

By default, Navigator credits all parts listed on the original invoice.
To exclude specific parts from the credit:
- Double-click on the parts you do not want to credit, removing them from the credit note.

4. Finalising the Credit:

Click the Customer (F8) button.
Confirm the payment method is set correctly for processing the refund.
Click Confirm to finalise the credit.

Post-Credit Actions:

All credited parts are automatically returned to inventory.
Ensure the refund has been processed accurately.

Important Tips:

Always double-check the items being credited to avoid errors.
Verify the correct payment method to ensure proper refund processing.