The SapphireOne Vendor Credit entered via accounts mode allows you to credit a vendors account while by-passing inventory purchases. This type of credit may be used apply a prompt payment discount after a purchase has been processed, alternatively there may be a disputed amount where the vendor has provided a credit note.
While entering the vendor credit, the user has the option to enter notes in the memo field, they may add the original invoice number, and reason for raising the credit. They may also attach one or unlimited documents to the transaction by clicking on to the paper clip. The documents may be accessed from transaction history at any time for the life of the data file.
The user may also create a workflow for vendor credit transactions which will enable automatic notification of one or more users within the organisational chart, that a vendor credit requires authorisation before it can be finalised.
Actions may be added to enable a reminder to be set to email or message a particular user and will automatically appear in the SapphireOne calendar.
The vendor credit also has a custom page with nine custom fields within the transaction that a user may set up with their own unique identifiers, each line item also has six additional custom fields.
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