If you cannot repair or replace defective goods you have received from a customer, you can issue the customer a credit note for unsuitable goods. This way, you first need to create a financial credit note Goods - Issue module. You cannot create a credit note for goods (returning goods), because the customer already returned the goods to you (Received customer claim).

Example: The customer submits a claim for four items he bought from you. You repair two of them and return them to the customer whereby for the one item the service is chargeable. You replace the third item with a working one and issue a credit note for the fourth item.

1. Link to Credit Note

1.1. Fill Lines

Click the Fill Lines panel and a form with two sections of lines opens, Unsolved complaints section above where are all unsolved complaint of this customer and which by double-clicking a line can be transferred to the Returned goods section below the Unsolved complains section.

On this panel you have previously returned two items, you have repaired one and replaced the second with a working one. You want to close the claim for the third item with a credit note you have previously entered in the program.

1.2. Close

In the Unsolved complaints section select the line you want to close with a credit note and click the Close button. A new form for entering the credit note opens, where you in the Close outstanding item with document field select the desired document (the previously entered credit note):

If you click on the Close with document button, the program will close the line with the selected document.

2. Returned Customer Complaint Report

Returned customer complaint report for this example:

General description of functions:

• Service;
• Close open claim.

Linked topics:

• Received customer claim;
• Returned customer claim;
• Service order;
• Replacement for another item;
• Find customer by serial number;
• Chargeable repair through returned customer claim.