Skip to main content

First-time setup

The three inventory-handling options can be turned on, turned off, or given a sensible default, per company, from the standard Sales & Receivables Setup page. Nothing here is required before you can use the feature; every option is available and enabled out of the box. Review it once so your company's rules match how you actually want to work.

  1. Search for and open Sales & Receivables Setup.

  2. Scroll down to the Elevate Credit Memo section, a new group added by this extension.

  3. You will see four fields:

    Enable Credit Only Option (default: on) Turn this off if your company should never be able to post a "financial credit, no stock change" credit memo. With it off, anyone who tries to set a line to Credit Only - No Stock Change gets a clear error (see Message reference) instead of being allowed to.

    Enable Credit + Write Off Stock Option (default: on) The same idea, for the Credit + Write Off Stock option. Turn it off if your company doesn't need a separate reporting tag for "credited but not physically returned due to damage." Selecting this option does not itself adjust stock quantity (see Known limitations); it only affects how the transaction is categorised in inventory reports.

    Default Inventory Handling (default: Return to Stock) This does not, by itself, change any credit memo. It only controls what the Set Inventory Handling bulk action (see Setting Inventory Handling) pre-selects when someone opens it, so that if most of your company's credit memos use, say, Credit Only, staff aren't re-selecting the same option every time.

    Block If Related Purchase/Special Order Exists (default: off) Turn this on if your business links some sales lines to a linked purchase (special order or drop shipment, tracked via the standard Purchasing Code field) and you want to guarantee those specific lines can never be switched away from Return to Stock.

  4. Changes here take effect immediately for any credit memo line entered or edited afterwards; they do not retroactively change anything already on an open or posted document.