Supplier credit note for damaged goods
Priya · 29 Sep, 14:20 · 2:31 long · 29 steps · 14 voice notesWalk-through: the person narrates as they work.
What happened, in order
Highlighted moment at 0:34- 0:03Opened Inbox – Oasis Home Mailmail.oasishome.ae
- 0:05Clicked Damage report – PO-55120 – Desert Loom Textilesmail.oasishome.ae
- 0:09Opened Damage report – PO-55120 – Oasis Home Mailmail.oasishome.ae
- 0:10Voice note
“So this is a damage report from the warehouse.”
- 0:13Voice note
“Four rugs from Desert Loom arrived with water damage”
- 0:17Clicked Open attachment: GRN-55120.pdfmail.oasishome.ae
- 0:18Voice note
“First, I check the goods received note.”
- 0:20Voice note
“Damage has to be noted on the GRN at delivery.”
- 0:23Voice note
“Otherwise, the supplier will argue”
- 0:28Opened PO-55120 – Desert Loom Textiles – Oasis Financefinance.oasishome.ae
- 0:30Clicked Receiptsfinance.oasishome.ae
- 0:34Clicked GRN-55120 – 4 items flagged damagedfinance.oasishome.ae
- 0:37Opened Invoice INV-DLT-2291 – Oasis Financefinance.oasishome.ae
- 0:38Voice note
“Then I find the supplier invoice for that PO.”
- 0:42Voice note
“The credit note is always raised against the invoice, not the PO”
- 0:47Clicked Raise credit note requestfinance.oasishome.ae
- 0:51Opened New credit note – Oasis Financefinance.oasishome.ae
- 0:53Chose Supplier → Desert Loom Textilesfinance.oasishome.ae
- 0:54Chose Reason → Damaged on deliveryfinance.oasishome.ae
- 0:57Typed Quantity → 4finance.oasishome.ae
- 1:01Typed Credit amount → AED 3,120finance.oasishome.ae
- 1:06Clicked Attach photosfinance.oasishome.ae
- 1:10Typed Photos → 4 filesfinance.oasishome.ae
- 1:11Voice note
“Photos always, even when the supplier doesn't ask.”
- 1:14Voice note
“Without photos, the auditors flag it”
- 1:23Typed Warehouse reference → GRN-55120finance.oasishome.ae
- 1:23Voice note
“Approval.”
- 1:24Voice note
“Sarah or me can submit.”
- 1:27Voice note
“Customer ops raises the issue, but only finance and Sarah send it to the supplier because it affects the supplier balance”
- 1:33Chose Approver → Sara Al Mansoorifinance.oasishome.ae
- 1:36Submitted Submit for approvalfinance.oasishome.ae
- 1:41Opened Credit note CN-3317 – Pending approval – Oasis Financefinance.oasishome.ae
- 1:47Opened New message – Oasis Home Mailmail.oasishome.ae
- 1:52Typed To → [email]mail.oasishome.ae
- 1:57Typed Subject → Credit note request – INV-DLT-2291 – 4 damaged rugsmail.oasishome.ae
- 2:03Typed Message → Dear team, please find attached photos and GRN for 4 rugs received water-damaged. We request a credit of AED 3,120 against INV-DLT-2291.mail.oasishome.ae
- 2:06Submitted Sendmail.oasishome.ae
- 2:06Voice note
“And then I put a hold on the invoice payment until the credit note comes back.”
- 2:12Voice note
“Otherwise, we pay in full and chase the money for months”
- 2:16Opened Invoice INV-DLT-2291 – Oasis Financefinance.oasishome.ae
- 2:21Clicked Place payment holdfinance.oasishome.ae
- 2:25Typed Hold reason → Awaiting credit note CN-3317finance.oasishome.ae
- 2:31Submitted Confirm holdfinance.oasishome.ae