Request a credit for a customer
Find out how to request a credit on behalf of your customer through the app.
On this page:
Overview
The Cut+Dry app offers a seamless, transparent way to track and manage credit requests. You can request a credit for a customer in a similar way that a customer can request a credit themselves.
Tip: Approving a credit for a customer within the Cut+Dry app does NOT automatically create a credit in your ERP system. You will still need a credit created within your ERP to issue a credit to the customer.
Follow these steps to submit a customer credit request.
Locate the order to credit
You can locate a customer order in one of two ways:
Locate an order by order number
- Select Orders from the navigation menu.
[image] - Use the search field to search by order number, then select the order to be credited.
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Locate an order by customer
- Select Customers from the navigation menu.
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- Find and select your customer.
Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.
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- On the customer's Profile page, select the Orders tab, then select the order to be credited.
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- Select the order to be credited.
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Request the credit
- On the Order screen, select the Check In button.
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- On the Check-In Order screen, select Report an Issue.
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- Choose the item(s) from the order that need to be credited.
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- Specify the type of issue for each item:
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- Upload a supporting photo, if applicable.
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- Enter the quantity of the affected items.
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- Indicate whether the delivery driver was notified about the issue.
- Add any relevant notes to provide additional context for the credit request.
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- Select Save Check-In.
Result
The credit will be sent through an approval workflow within the app before credit is applied.
Tip: Approving a credit for a customer within the Cut+Dry app does NOT automatically create a credit in your ERP system. You will still need a credit created within your ERP to issue a credit to the customer.
Approval workflow
- After the request is submitted:
- An automatic email notification is sent to the customer's assigned sales representative, requesting review.
- The credit request is logged and available for tracking from the main navigation menu, under Credit Req.
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- The salesperson then:
- Selects and reviews the pending credit on the Credit Req screen.
- Selects the items on the credit approval screen to approve or decline credit for.
