Table of Contents

Process a Sales Correction

Thandi Lebeta Updated by Thandi Lebeta

Introduction

A correction occurs when a sales order that has been invoiced on Odoo needs to be reversed. The sales order Clerk has to process a correction of the sales order on Odoo.

The correction operation allows you to process a correction for the stock invoiced on Odoo back to WH/Stock location from Partner Location/Customer, and then create a credit note for the correct correction amount.

Responsible Team

  • Warehouse Manager
  • Sales Order Clerks

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

Navigate as follows to get to the correct screen:

Inventory Overview / Corrections (Sales)

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

Process

  1. Click [CREATE], your screen should look like this:
  2. Enter/Select the correct Distributor under the text field 'Receive From'.
  3. Select the sales order number that needs to be corrected under the field 'Return Sale Order'.
  4. Under the 'Sold Product' Tab, click on 'Add a line', and start entering the product code or descriptions of the items that should be corrected.
    1. Under the 'Done' field, enter the correct quantity.
  5. 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:
  8. Click [CONFIRM].
    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.
  9. Click on [DOT MATRIX] to print a Triplicate Credit Note.

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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