Q1. How can I save a new item when creating a supplier credit note?
You can’t save a new item when creating a supplier credit note. You need to go to Items List to create a new item. Afterwards, the item will appear when creating a supplier credit note. See Items List for more information.
However, you can create a new custom item. Refer to Items List for more information.
Q2. How do I identify inventory items?
Inventory items are marked with a cube icon, making them easy to identify. Track the quantity movements in Inventory.
Q3. What happens to inventory items when recorded in Supplier Credits?
Their quantity decreases.
Q4. How many decimal places does the QTY field support?
The QTY field supports up to 4 decimal places.
Q5. How can I update the GST profile for a line item?
Ensure that a GST setting has been selected (GST included in price or GST excluded in price) via the Supplier Credit Settings.
Afterwards, you will be able to select a GST profile for the line item.
To update the GST profile for a line item, choose from one of your organization's existing GST profiles, or Add New to add a new GST profile.
Q6. What is a custom item, when would I need to create one for a supplier credit note?
A custom item is an item that you create at the point of supplier credit note creation. The item is not created via the Items List and does not appear in the drop-down list of items that you can select from.
You can create one if you think that this item will only be used in the current transaction. Otherwise, we would recommend creating an item in the Items List. See Items List for more information on using Items.
Q7. Is there a restriction on the type of account I can select for an item in a supplier credit note?
While there are no strict restrictions on the type of account you can select for an item in a supplier credit note, Jaz will warn you if you have selected an account that is not an Expense or Asset Account.
Q8. Why do I not see all the GST profiles created in a supplier credit note?
Some of your previously created GST Tax profiles may only apply to other business transactions such as invoices or customer credits. As such, you may not be able to select them for your supplier credit note.
Q9. Can I bulk edit line items on a supplier credit note?
The bulk edit option only appears when the supplier credit note has 2 or more line items.
Select the checkboxes for the line items you want to edit, or select the header checkbox to select all items.
Click Bulk Edit to update any field on the selected line items, including account, GST profile, description, and quantity.