From the Manage Credits screen, you can create or edit credits when returning stock to the supplier or manufacturer.

Search - Search for credits by invoice number, supplier, order amount, staff and filter by credit status or date range.

Add New Credit - Create and record a credit that deducts the SOH.

Edit Credit - Edit an existing credit

Mark as Paid / Unpaid - Mark a credit as paid when the supplier has paid the credit.

Mark as Returned / Not Returned - Mark a credit as returned to apply the credit and deduct SOH for the stock in the credit. Marking as not returned undoes this.

Cancel / Activate Credit - Cancel the credit and return SOH if the credit was marked as returned. Activate to

Delete Credit - Delete the credit entirely from Z Office.

Print Claim Sheet - Print a sheet with the pharmacy's details and the credit's details.

Print Current Credits List - Print the list of credits on screen.

Credit Status

Saved - Credit has been created and saved but SOH has not been adjusted.

Returned - Credit has been sent back to supplier/manufacturer and SOH has been adjusted.

Paid - Supplier/Manufacturer has received the credited stock and refunded the pharmacy.

Cancelled - Credit has been cancelled and if it was previously marked as Returned or Paid, the SOH will be adjusted.

Add Credit

To create a credit:

1. Go to Z Office > Orders > Add Credit
2. Select the supplier you are returning stock to
3. Enter the invoice number and the invoice date
4. Enter the RAN Number given to you by the supplier for the credit
5. Scan or search for the product you wish to credit in the Add Line field
6. Enter the quantity you are crediting in the Qty (U) or Qty (C) columns
7. Type in a Reason if desired
8. Press Save to save the credit if you wish to come back to it later. SOH will not be adjusted until you mark the credit as returned
9. Mark as Returned when you have sent it back to the supplier and the SOH will be adjusted