Capturing a Short Delivery and Creating a Credit Note

Introduction

A Short Delivery occurs when a Sales Force Member (Distributor/ Manager) has been over invoiced, meaning the delivered stock quantity that shows on Odoo is more than the stock quantity that has been physically received by the Distributor.

The correction/ reversal would have to be made on Odoo.

The Short Delivery Operation allows you to reverse the stock location from Partner Location/Customer to WH/Stock, and then create a Credit note for the amount that the Distributor was overcharged.

Responsible Team

  • Warehouse Manager
  • Sales Clerk
  • Debtors Clerk

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

Please navigate as follows to get to the correct screen:

Inventory/ Overview / Short Delivery

You should now land on a screen that looks like this:

Process

  1. Click [CREATE] to create a new entry, your screen should look like this:
  1. Enter/ Select the correct Distributor under the text field Delivery Address.
  2. Select the Sales Order number that's been short delivered under the field 'Return Sale Order'.
  3. Under the Operations Tab, Click on Add a line, and start entering the product code or descriptions of the items that have been short delivered.
  4. Under the Done field, enter the quantity that has been over-invoiced.
    1. Done qty = invoiced qty - received qty
  5. Ensure to click [SAVE] after capturing a new entry to prevent losing the data.
  6. Once all required fields have been correctly entered, click [VALIDATE].
  7. To create a Credit Note for the Distributor, click on [CREATE CREDIT NOTE]. Your screen should now look like this:
  1. Once the correct quantities are captured, click [CONFIRM].
  2. Click on [DOT MATRIX] to print a Triplicate Credit Note.
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.

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.

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