There may be instances you receive an order from a supplier where there is missing stock, items are damaged or the stock is no longer required and you need to process a return to vendor (RTV)
In these situations you can raise a credit request with the supplier directly via Edify.
On the left hand menu select "Orders" then "Deliveries"
Select the delivery you would like to request credit for by clicking the arrow →
Find the products you would like to request credit for and select the tick box next to the product code
The request credit button will appear
Click "Request Credit"
Enter the Qty you would like to request credit for (i.e. if you ordered four but only 1 arrived you would request credit for three)
Add any notes
Click "Request Credit"
An email will be sent to your supplier requesting credit for all products selected, they will contact you directly to resolve
Credit queries moved into Credit Notes Tab
Credit Request FAQs
How do I get an invoice for a credit request?
In instances where the supplier will send you the missing item and so an invoice is required the supplier should provide this directly. This can be uploaded to the PO for your records.
Can I process an RTV via the credit request flow before I have received the stock?
We would not recommend using the credit request flow before an order has been received. If you would like to make an adjustment to your order prior to receiving it you should contact the supplier directly to arrange this. Further information can be found here.