Knowledge

The Vendor Credits submodule allows you to manage credits issued by vendors efficiently. Here, you can view the listing of all vendor credits, filter results, search for specific credits, export data, and perform key actions such as editing, viewing, or using credits to pay bills. 

In navigation panel, click on Vendor credits. 

1. Vendor Credit Listing
   The main screen displays a list of all vendor credits with essential details: 

• Credit Number: Unique identifier for each vendor credit. 

• Vendor Name: Name of the associated vendor. 

• Credit Date: The date the credit was issued. 

• Total Amount: Total credit amount available. 

• Used Amount: Portion of the credit already utilized. 

• Remaining Amount: Remaining balance of the credit. 

• Status: Indicates whether the credit is "Open" or "Closed." 

2. Export Option
   You can export the list of vendor credits to a CSV file by clicking the Export button. 

3. Filter and Search
   Use the filter options at the top to refine the list based on: 

• Duration: Specify a start and end date. 

• Vendor: Search by a specific vendor name. 

• Search Box: Quickly locate vendor credits by typing keywords. 

4. Action Items
   Click the three-dot menu under the Action column to perform the following actions: 

• View: View detailed information about the vendor credit. 

• Edit: Update vendor credit details as needed. 

• Pay Bill Using Vendor Credit: Use the available credit to pay a bill directly. 

• Delete: Remove the vendor credit (use cautiously). 

Best Practices 

• Always double-check the vendor credit details before using it to pay a bill. 

• Utilize the Export feature regularly to maintain an offline backup of vendor credits. 

• Filter by dates or vendors for faster navigation and management of credits. 

FAQs 

Q: What happens if I delete a vendor credit by mistake?
A: Once a vendor credit is deleted, it cannot be recovered. Ensure that you confirm before deletion. 

Q: Can I partially use a vendor credit to pay a bill?
A: Yes, vendor credits can be used partially. The remaining balance will update automatically. 

Q: Why can’t I see a vendor credit I added recently?
A: Ensure that the correct filters (e.g., date range or vendor name) are applied. Clear all filters and try again. 

Need Help? 

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