Credit Memo Module

Overview

The Credit Memo module is located within Skustack’s PickList tab. Credit memos refer to the process of returning products to a vendor. Prior to picking items using Skustack, credit memos must be created in Sellercloud. Within the Credit Memo module, you can view the picklist for all the products associated with the credit memo.

There are two modes for searching Credit Memos. You can:

  • Search By ID – Search for a specific Credit Memo using the Sellercloud PO#.
  • Search All –  Search for all Credit Memos and/or filter by a specific product.

Manage Credit Memos

  1. In the Picklist tab, select the Credit Memo module.
  2. Tap the Search icon.
  3. Scan/Enter the credit memo number.
  4. The picklist with product quantities will load. You can filter by the item’s picked status using the filter icon at the top right.
  5. Swipe down to see the total number of products on the credit memo.
  6. Swipe the items to the left to reveal shortcuts to other actions:
    • Bins – tap the icon to see all bins where the product is stored (bins will show if you’re logged into a bin-enabled warehouse).
    • Info –  tap to be directed to the Product Info module.
    • Dimensions –  select this action to set the product’s dimensions.
    • Labels – tap here to print the product’s barcode.
  7. Scan a Product ID/UPC barcode, or tap it on the screen. The product window will open.
  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.
    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 arrow. Note that the arrow indicator must be red in order 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.

SETTING DESCRIPTION
Validate serial globally

Client Setting. Enables serial number validation in Skustack. Learn more about serial number validation and relevant client settings here.

Require serial scan when picking Skustack’s Warehouse Management setting. When enabled, will force the user to scan serials for products that are set to require serial scan.
Auto populate progress quantity when bin is selected Skustack’s Warehouse Management setting. When a bin is selected, the Pick Qty field will automatically be set to the total quantity available in that bin, up to the quantity required.

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