Direct B2B sales · Monthly
Customer returns vs. credit notes
Make sure every goods return from a business customer has the right credit note, and every credit note has a return or an approved reason.
Files you need
- Goods returns (GRN / RMA): Returns received from business customers.For example: Goods return notes, RMA register, WMS returns inward.
- Credit notes: Credit notes issued to business customers.For example: ERP credit note register.
The Microsoft Dynamics 365 Business Central connector can fill: Credit notes.
What Sawwi checks
- Return without credit note: Goods came back but the customer hasn't been credited, so expect a short payment.
- Credit note without return: Credit issued with no goods received or approval reason.
- Value mismatch: Credit amount differs from the value of the returned goods.
What you get
- Credits pending
- Unsupported credit notes
- Returns by customer and reason
- Excel download of every table
Used for
Bring last month's exports and see what's missing.
Setup takes two minutes. Or try the demo store with invented data first, no sign-up.
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