We currently do not use any type of blank form to issue credit for customers.

The salesperson reprints the invoice, scribbles a brief explanation, and credit gets processed from that piece of paper.

I would like an example of a form that could be used to issue credit AND (hopefully :cfingers:) has a portion that can be used as a quality record also.


To add additional details - salesperson SHOULD fill out our "Opportunity for Improvement" form. When this doesn't happen, explanation is "oh I wrote a credit for that" -- I'd like them to tie together, somehow, but am not sure where to start.

I can provide more details - end of the day for me and I'm struggling to write coherently, I know. Thanks in advance for your help!

I would just generate a form template that requires the transcription of standard client data...i.e. name, date, purchase order number, value credited, reason, etc...

I would assign a unique number to each of these documents once completed and maintain a list in excel or such that references that number, client name, date, and reason...you could then trend the reasons you're issuing credit from one central quality record (rather than looking through each one), easily track your credits, and issue corrective actions based on the trending data.

I don't have a form template myself, but this solution seems the simplest to me and accomplishes the task.