ADVISING SALES OF CREDITS (COD SUPPLIERS ONLY)

Weekly task on Mondays

Need access to Xero

This task is to advise sales of credits we can pick up and use for buying instead of customers giving us refunds

In Xero go to ACCOUNTS - PURCHASES

Go to AWAITING PAYMENT and sort by AMOUNT til you see the amounts in CR on top

Check which ones can be picked up to use by sales

Create email/ticket to sales guys to advise SUPPLIER DETAILS and AMOUNT so they know how much money they can use in buying

ie:

Subject: CREDITS AVAILABLE FOR PICKUP AS OF <today's date>

To: Salespersons

Hi, 

Please be advised of the credits available when buying:

HONBITS - $200 CREDIT 86660 - L GUARD RETURNED DUE TO CANCELLED ORDER
KING SPARE - $150 FOR INV 24696 - R GUARD WRONG PART SUPPLIED

Thanks. 

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