• "How do I create a vendor credit?"
  • "How do I return a part to a vendor?"


Resolution Steps

  1. Go to Inventory → Vendor Bills.
  2. Click the + Vendor Bill button
  3. Toggle This is a Vendor Credit (top-right).
  4. Fill in the details: enter a Reference Number (e.g., invoice number) and Vendor (the vendor you’re returning to). Other fields are optional.
  5. Click Next.
  6. Click on Select Items from Inventory.
  7. Scroll or search for the part/item you’re returning.
  8. Click Add for that item — the system will show how many are on hand.
  9. Enter the quantity you want to credit.
  10. Check Remove from inventory if you want the stock to be decreased.
  11. Click Add to add that line to the credit.
  12. Repeat steps 6–10 for any additional items.
  13. When all items are added, click Confirm.
  14. Add any internal notes or notes for the vendor if needed.
  15. Click Submit.

Quick checks: confirm the vendor is correct, quantities match what you’re returning, and “Remove from inventory” is selected if you want stock adjusted. Want this formatted as an SOP or checklist for a training doc? I can do that next.

 

Verification: On the menu bar, click on Inventory > Vendor Bills. The new credit should be there.