Page 66 - Red Book Rev 7.2_Neat

Credit Procedures

STEP 1 Credit notes need to be raised on customers’ accounts as soon as possible.

STEP 2 The Sales Return needs to incorporate the following information -

Original SOP number
Original POP number

Items description and Product code

Reason for return

if it’s a CK return it needs an RET number

Whether there is any restocking applicable
Full credit due from supplier or not

A refund request form then must be filled and out put into Sophie’s top blue tray on her

STEP 3 desk. She will refund all card / sage pay transactions.

If the customer paid via BACS or cheque the refund will need to be processed by Bev / Julie.

A memo needs adding to the customer account, explaining why a credit has been done, any
STEP 4 reasons and a problem sheet adding to the customers account.

STEP 5 A copy of the credit note needs sending to the customer for their records.

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Red Book Revision 7 12 November 2019
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