This is the worst kind of scenario. You've invoiced and posted an order only to realize that it was wrong. You forgot to apply a discount, for example, that affects the entire order. In Macola, you have to recreate this order entirely twice - once incorrectly so you can mark it as Credit, then once with the right information on it. We speed this process up immeasurably.
- After discovering that the error has been made, pull up the incorrect invoice on the site. Keep in mind the invoice number.
- Click on the shopping cart to add a copy of this order to your current order.
- This takes you to the Order Entry console. At the top, sandwiched between Save Changes and Clear Cart is a dropdown. Change this order to Credit Memo
- Fill out all of the other appropriate data - salesperson, shipping point, terms, etc.
- Under the Additional Information tab, fill the Apply To field with the incorrect invoice number.
- Place Order
- In the event that you forgot to tie this credit memo to the incorrect invoice, you can do this on the Order once it's placed.
- Edit this order.
- On the Additional Information tab, fill the Apply To field with the incorrect invoice number.
- Save
- Process the order normally [LINK]
- Now pull up that broken invoice once more and click on the shopping cart to add a copy of this order to your current order.
- This takes you to the Order Entry console.
- Make the corrections to this order so it will be correct.
- Place the Order and process it as normal.