Table of Contents

Issue a Distributor Credit note and Re-Invoice

Thandi Lebeta Updated by Thandi Lebeta

Introduction

Once the warehouse administrator has validated the Virtual Return on Odoo, they need to issue the distributor or manager with a credit note and a re-invoice.

Responsible Team

  • Warehouse Administrator

Navigate to your Odoo dashboard and click on this application: Inventory

Navigate as follows to get to the correct screen:

Inventory Overview/Virtual Returns

On the search bar at the top, type in the Distributor's or Manager's name, you should now land on a screen that looks like this:

Process

  1. Select the relevant Virtual Return for the Distributor or Manager, you should now land on a screen that looks like this:
  2. Click [CREATE CREDIT NOTE].
  3. The Credit Note and Re-Invoice is automatically created in 'Posted' status.
  4. To print the Distributor Invoices (Credit Note and Re-Invoice) from the list, click on the Credit Note or Re-Invoice.
    When your computer starts up, there is a little black window which remains opens as can be seen below. This is the Dot Matrix application and should remain open, it can be minimised but visible on your task bar.
  5. Click [DOT MATRIX] to print a Triplicate Credit Note.
  6. Once the credit note has been printed, you will see the message on Odoo activity panel.
  7. The printed credit note and re-invoice triplicate should be given to the truck driver to be sent to the Distributor or Manager.

FAQs

Why am I unable to print?
Ensure that you have the Dot matrix appv.2 installed on your computer and that it is running properly. Only one of the printing app windows should be open at a time.

How did we do?

Validate a Virtual Return

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