How do I load Credit Notes on to my system to affect my inventory

HopsBoogie — Mon, 28 Nov 2022 14:02:18 GMT

Is there a way to load a credit note from a supplier for a faulty keg or such product so that my inventory adjusts to the lost stock?

Re: How do I load Credit Notes on to my system to affect my inventory

Breffni — Tue, 29 Nov 2022 09:24:44 GMT

Hi @HopsBoogie, thanks for your post.

Are you using Square Point of Sale, Retail or Restaurants?

The best way to manage this would be with Square for Retail Plus.

After you receive your stock into the system, you are able to make adjustments such as:

Damaged: Items marked as damaged.

Lost: Items marked as stolen (theft) or as a loss.

Sold: Items sold.

I tested it out and it won't let you import the credit note but it will readjust the stock for you, so you would need to manually keep a note of your credit note.

You can read more about Stock Adjustment here, let me know if this would work for you.

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How do I load Credit Notes on to my system to affect my inventory

Re: How do I load Credit Notes on to my system to affect my inventory