Collections notes can be generated for products on an order at any point after the order has been accepted. These notes can be used when an item needs to be collected from your customer, for example if there is a fault product.
This article includes:
Add to and Edit a collection note
Create Collection Note
- From the projects screen or the customer screen, locate your order and right-click the reference number.
- Go down to Create > Collections Note. A new blank collection note with it’s own COL reference number is created.
- Click Edit
- Pick a Collection Method from the drop down. The customer and date will already be completed.
Add to and Edit Collection Note
The collections note screen works in the same way as a quote/order:
- Click Edit to allow you to add products to the list.
- Click the
drop down arrow next to the Add Product button to show a list of products on the original order. Click to add to the screen. - When you have a product on the screen you can then select Fault from a drop down list, insert the collected date and say whether or not the item is to be replaced or credited.
- Click Save and then you can Print the document.
Once a collections note has been created it will appear in chronological order on a Collections Note tab of the projects screen.
From there you can right-click it’s reference number and open, edit, add notes, re-print it, print item labels (requiring a Zebra label printer) and mark it with a flag.
Book In a Collection Note
On the projects screen > Collections tab, right-click the collection note reference number:
Record the date and quantity here when the product(s) have been returned and are back in your possession.
When entering the quantity returned, enter a quantity in the Re-stock column to book these products back in to stock. If they do not have a corresponding stock record you will be prompted to create one automatically.