There may be instances you receive an order from a supplier where there is missing stock or items are damaged.
In these situations you can raise a credit request with the supplier directly via Edify.
Sending a Credit Request to an external Supplier
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
The supplier will reach out to you directly to resolve the request.
Once a credit request has been raised the entire order will move to "Credit Requests". Once the credit request has been resolved or cancelled the order will move to "Order History". Edify will then use the date the credit request was raised as the "Actual Delivery Date" when calculating stock levels and COGs.
Cancelling a Credit Request
If your supplier confirms they will send the missing stock then you should cancel your credit request.
On the left hand menu select "Orders" then "Credit Notes"
Select the delivery you would like view the credit request for for by clicking the arrow →
Click "Cancel Credit Request"
The order will move to "Order History"
Resolving a Credit Request
If your supplier agreed to refund you or credit your account for the value of the missing stock you should resolve your credit request.
On the left hand menu select "Orders" then "Credit Notes"
Select the delivery you would like view the credit request for for by clicking the arrow →
Click "Resolve Credit Request"
The order will move to "Order History" and reflect the actually received stock quantity
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 use the credit request process to complete a Return To Vendor (RTV)?
Yes, you can use the credit request process to process an RTV, but 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.
If when the order arrives a RTV is required you can follow the credit request flow to raise this with the supplier. You will need to liaise directly with the supplier to arrange the returning of the stock.If I raise a credit request how do I confirm the rest of the delivery?
When you raise a credit request for a PO Edify assumes the rest of the stock in the order has been received. Once your credit request has been resolved or cancelled the full order will move to "Order History" (with any changes required due to the credit request resolution applied). We'll use the date/time you raised the credit request as the "Actual Delivery Date" but a Manager or Admin can change this if required up to seven days after the order moves to Order History.
Where are credit requests sent to?
Credit requests are sent to the email(s) set under "Order Email" and "Account Email" for a supplier. It's essential for suppliers who only accept orders via Whatsapp or Web Portal that the "Accounts Email" is completed.
Can I be copied into all credit requests?
Yes, if you would like to receive a copy of all credit requests raised by your company add your email address as a cc in the "Accounts Email" section of each supplier.
Can a site or external customer raise a credit request with a CPU?
Yes, internal sites and external customers can raise credit requests through this same process. To find out more please refer to our CPU helpcentre guide.
What should I do if I don't hear back from the supplier about my credit request?
If you do not hear back from a supplier after raising a credit request you can send the supplier a reminder. Find the PO in "Credit Notes" and click the arrow. Click "Send Reminder". This triggers a reminder email.
Can I make edits to other items within the PO while the credit request is pending?
No, while a credit request is pending the rest of the order will not be editable. Once the credit request has been cancelled or resolved you will be able to make edits within "Order History" if you have Admin or Manager permissions.
What permission levels are required to raise a credit request?
Users with employee, manager and admin permission levels can all process credit requests.