Ideally, you would create a credit note directly from the purchase order. However, creating a new supplier credit note directly is useful if you need to create a quick credit for an existing purchase order.  Supplier credits for purchases not in WorkGuru is best done directly in your accounting system. From the supplier credit note dashboard, click Create New Supplier Credit Note button.

Complete the fields to create and ad-hoc credit note.  WorkGuru will prompt if any mandatory fields are missed.

  • Credit Note Number - Leave blank to automatically assign the next number in the credit note sequence or manually assign by entering a reference.
  • Description - Credit note description, usually why the credit note is required.
  • Warehouse - Set this to the same warehouse of the source transaction.
  • Date - Credit note date
  • Purchase Order - Select the source transaction. Select the purchase order number from the dropdown to assign the credit note to an existing transaction so it applies the credit correct in regards to the profitability if a project purchase order.
  • Return to Supplier - If you are returning FIFO products back to the supplier as part of the credit note, selecting return to supplier will move the products out of stock.
  • Supplier - Supplier that is being credited, usually the same supplier as the purchase order.
  • Add Product - Add product lines that are being credited

When complete, click Save to save a draft to edit late or Save and Approve to queue to be sent to Xero.