Issued Products Credit Report

The Issued Products Credit Report will display any credits you have issued for returned merchandise organized by the product number. This report will also display the physical status of the returned product; if it was inspected, discarded, returned to your company's stock, or returned to the vendor.

Print the Issued Products Credit Report

1.Select Sales > Invoicing > Issued Products Credit Report.

2.The Branch field will default to your current branch location. You can leave this field blank to include returns from all branches.

3.Choose the Product Line that you would like to print the report for and press Tab. You may also leave that field blank to include all product lines in the report.

4.Select starting and ending invoice dates for the report. Invoices that fall on or between these dates will be included in the report.

5.Choose the Return Code that you would like to print the report for and press Tab. Only products with the selected return method will be included on the report. You may also leave that field blank to include all return codes in the report.

Inspect (I): the product was returned for  inspection

Discard (D): the product was discarded

Return to Stock (S): the product was returned to stock

Vendor (V): the product was returned to the appropriate vendor

6.Choose to print a Summary or Detail report. A Summary report will display credit totals for each product rather than individual invoices. A Detail report will display individual invoices for each product.

7. When you have entered the appropriate criteria, click the Run button to run the report.

•Print - select the appropriate printer and number of copies. If you do not see the printer listed, check off the Show All Printers box to view all Inform printers. Check the Collate box to collate the report when printing more than one copy. Click the Print button to print the report.

•View - click the View button to view the report to the screen.

•Save as PDF - click the View button to view the report to the screen. In the upper left corner of the view window, select File > Save As... from the menu. Browse to a location to save the document. Enter a name for the document. Click the Save button to save the document as a PDF.

•Export - click the Export button. In the pop up window, browse to a location to save the document. Enter a name for the document. Click the Save button to export the spreadsheet. You can then browse to the file location to view the document.

•Fax/Email - click the Send button. Choose Fax or Email from the drop down menu in the upper left corner of the window. If you want to send this to a Customer or Vendor contact, choose Customer or Vendor from the Method drop down menu and enter the company name in the Company field. Select the appropriate contact from the Name drop down menu, or click the New button to add a new contact to the account. If you are not sending to a customer or vendor, choose the Free Form option and enter the appropriate fax number or email address. Enter a Subject and Body message if necessary, then click the Send button in the bottom right corner. See the Fax/Email Reports page for more information.