Credit Memos (Mobile App)

Overview

When purchased products are returned to their vendor, a Credit Memo should be generated to document the process and log the corresponding credited amount. This procedure ensures that your inventory levels and accounting records remain accurate and up to date. Within the Skustack Admin portal, you can easily create, manage, and export Credit Memos. The Skustack application, on the other hand, allows you to effectively pick all products associated with a Credit Memo.

Credit Memo Module

The Credit Memo module is located within Skustack's Picklist tab. Within this module, you can view and manage Credit Memo picklists with products that should be sent back to their Vendor.

Search Credit Memos

You can search for Credit Memos in one of two modes:

• Search By ID - Search for a specific Credit Memo #.

• Search All - Search for all Credit Memos and/or filter by a specific product.
  
  

  

Pick Credit Memos

To pick Credit Memo products:

1. Navigate to the Picklist > Credit memo.

2. Tap the Search icon and scan/enter the desired Credit Memo.

3. The picklist's product quantities will load. You can also filter items by their Picked status and Region. Simply tap the filter icon at the top right and apply your preferences.

4. Swipe down to see the number of picked units and the number of total units in this memo.

5. Tap memo's three dots menu in the upper right-hand corner to:

   • View or add custom Notes to the Credit Memo.

   • Select Product Identifiers:

     • UPC

     • Aliases

     • Product Name

6. Tap the product's three dots menu to reveal shortcuts to other actions:

   • Bins - Tap to see all bins where the product is stored (bins will show if you're logged into a bin-enabled warehouse).

   • Info - This shortcut reveals the product's details.

   • Labels - Tap to print product labels for each item.

7. Scan a Product ID/UPC barcode, or tap it on the screen. The product window will open. The action menu within the dialog provides options to Flag items, view PO Item Notes, Cross-Dock details, Dimensions, Serial List, and to Reset the picking progress.
   
   

8. Enter the bin from which you are picking. A suggested bin may appear next to the Bin field. This suggestion is based on the following factors:

   1. The bin is sellable. Although unsellable bins are excluded from the suggestions list, you can still manually enter an unsellable bin name if needed.

   2. The bin type is Normal or Temp.

   3. Primary bins will always be suggested first.

   4. The bin with the most or least quantity will be suggested based on the client setting PickList Bin suggestion sort qty by ASC Order.

9. Scan units to add to the picked qty or adjust the number manually. To auto-populate the total quantity available for the scanned product in that bin, enable Skustack’s Warehouse Management setting Auto populate progress quantity when bin is selected.

10. If the Lot Number workflow is enabled for your company and the product is set as expirable you must select a Lot Number before being able to pick it.

11. Tap Pick to update the picked quantity.

    To switch between positive and negative movements for serialized products, tap on the green + icon. Note that the indicator must be a red minus to unpick products with serial numbers.

12. The quantity picked will be transferred to the Picking Bin and recorded on the Credit Memo.

13. When all items in the credit memo are picked, a success message will display at the top.
    
    
    

Related Settings

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