The Purchase Vendor Credit function is used to record credits received from vendors, ensuring accurate cost adjustments for Job Projects. The steps are as follows:
- Navigate to Job Projects > Costs > Data Entry and then select the Purchase Vendor Credit item. Sapphire one will display the Purchase Vendor Credit Entry screen ready for data entry.
- Vendor details are not required for this type of transaction as it should be a cash based transaction.
- The Date In and Date of Arrival will be set to today’s date by the users operating platform, (MacOS or Windows). Enter the Credit Nº and Order Nº if required.
- Add Inventory items by selecting the green + button or use the Command / key combination.
- Use the wildcard search options to locate items, or type part of the product name followed by the @ symbol. This will search for the corresponding Inventory ID.
- If the selected Vendor has a Job Project associated with their master record, SapphireOne will automatically populate the Project ID in the Project data entry field.
- For vendors without a linked project, you will need to manually enter the Project ID in the Project data entry field.
- Enter the Quantity required for each Inventory item. SapphireOne will automatically enter the Rate as set up for each Inventory Item.
- Go to the More Details page and check that additional information is required to be entered.
- Finalise the Purchase Vendor Credit by clicking on the green tick button on the main toolbar.
For more detailed instructions, please refer to the Job Projects > Costs > Purchase Vendor Credit article.