Supplier claims
Expired, near-expiry or broken stock sent back to a supplier, tracked until their credit note arrives.
When to use it
Any retail shop with batches & expiry on - supermarkets, pharmacies, bakeries - sends expired or damaged stock back to suppliers. The return (debit note) moves the supplier's balance straight away; the claim keeps track of the supplier's own credit note, so nothing is forgotten.
Start a claim
- From Expiring Soon: Return to vendor keeps Track it as a supplier claim ticked - the claim starts with the return.
- From Purchases › Supplier Claims: Claim a purchase return and pick the debit note.
When the credit note arrives
- Open Purchases › Supplier Claims. Waiting for credit notes shows how much each supplier still owes in claims.
- Press Update on the claim.
- Choose Credit note received, type its number, amount and date. A smaller amount marks it Partly credited.
- A supplier who won't accept it: Rejected by the supplier.