If you need to return items purchased for a job or need to enter a credit from a vendor against a job, you can do this in your catalog by using the Allocate Materials function:
This will prompt for the job as well as which items you would like to allocate to the job. Putting in a negative number will represent an item returned to a vendor and remove the cost from the job:
Warning
This does not sync with QuickBooks so it will need to be entered into both situations separately.
Note
If you'd like to enter a vendor credit that will sync to Quickbooks, you can log a negative bill as shown here.
Comments
2 comments
How does this show in QB?
Hi Aron,
This feature does not sync with QuickBooks at this point in time, so it must be recorded twice. We have edited the guide to reflect this. Thank you for taking the time to comment!
Please sign in to leave a comment.