D - Use of a credit note during a sale

The item(s) are scanned for sale and the customer wishes to pay for all or part of the sale with a credit note. As soon as a credit note, deposit or giftcard is saved on a customer file, the "have available" button will automatically flash in customer file reminder.  

Method 1: The credit note has been associated with a customer master record

Recall the customer file, then select "have available" /

 Select the desired credit note by clicking on "Use this credit note". Possibility to use several outstanding amounts as needed by recalling them one by one.

.The credit is taken into account as a means of settlement. Its value and number are displayed

*  If the value of the credit note is equal to that of the purchase, click on "Save" to validate the transaction.

 * If the amount of the credit note is less than the value of the purchase, the customer completes with another means of payment before registering the transaction.

* If the credit note is greater than the amount of the purchase, a new credit note will be generated automatically, it is then a credit note on the credit note, provided you have activated the necessary settings in:

Path: sign management / tools and configuration / system configuration / store / store configuration / settings of stores / settings tab:

If this setting is not checked by default, the excess credit will be refunded in cash only.

Click on the "Save" button to validate the sale. Then, on "Start printing the credit note" to print the new credit note.

 Thus, a credit note can be used in one or more times (legally, a credit never expires). The system will create a credit on assets.

Method 2: If the credit note is not linked to a customer record

Select the "Credit note" button in the payment methods

Then type by hand the number of the credit note concerned: 

Printing labels following a return 

If the returned item no longer has a barcode or the barcode is damaged.

In the "History" menu, we find the credit note ticket for the product in question.

Click on the credit note number, then on "Barcode labels on credit note or product exchange" to automatically print the label(s).