There are situations where you will receive stock that is damaged or incorrect or short shipped
Where you receive stock in that is damaged or incorrect or short shipped and the supplier is going to replace that stock
The workflow for this:
- Call and speak to your supplier to find out whether or not they are going to replace or reissue the stock to you. If they are, then follow the instructions below.
- Do not raise a supplier credit request, instead receive only the stock you have (if scan checking you may need to use the Accept scan variance button) and then finalise the receipt (do not complete it)
- When you receive the rest of the stock from the supplier, you will need to finalise that receipt and then invoice the two receipts as one invoice
- see documentation: Manually invoicing one or more finalised purchase receipt
There are situations where you may need to claim for products due to a short shipment or damaged stock that the supplier is not going to resend you. To facilitate this the you can create and dispatch a supplier credit request.
...
- Call and speak to your supplier to find out whether they or not they are going to replace or issue reissue stock to you. If they are not, then keep following these then follow the instructions below.
- Raising a credit request from a purchase receipt
- Emailing that credit request off to your supplier
- Dispatching those goods off to the supplier with a credit dispatch (This addresses the stock on hand side of things)
- Invoicing the dispatch (completing the credit side of the supplier credit request)
...