Processing a Trade Account Adjustment Note

Here are the general steps for processing a Trade Account Adjustment Note

Trade Accounts are referred to as Customer or Debtor Accounts in the Sympac system and Adjustment Notes are also known as Credit Notes.
Remember that if POS is not already open on your terminal, you first need to go to the main Sympac screen, then select to load POS and enter in your Staff ID and password if needed.

Load POS and activate adjustment mode using 'F5 Change'.
Enter the reason for the adjustment and any additional notes before closing.
Input your Staff ID and password.
Search for the customer account using various identifiers (name, phone, email).
Enter the invoice number or search for it using F10.
Confirm the adjustment note processing by pressing OK.
Only keep the products and quantities that will be returned on the screen, noting that quantities are assumed to be negative.
Press ENTER or click OK to process the adjustment and verify the amount is negative.
Select the print option to finalize the adjustment note.

You can find more detailed instructions on symlearning together with video based tutorials and quick reference guides to download.

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