Create a Credit Note
If you are going to have a lot of credits, you will benefit from creating a product catalogue and a template. Doing so will save you precious time.

Note: This is a credit module therefore the data entered is sent to Loblaws as a credit, even though you are entering positive amounts.
  1. Click on New → Loblaws Credit Note DSD → OK.

  2. Start by adding products from the catalogue to the invoice. Scroll down to the left side, select a product and click on Add → .

  3. Enter any missing product data and/or make changes. Take note:

    1. For the pack quantity, enter the amount of boxes in the case. If you sell by units, enter "1."

    2. If the product is taxable, add taxes in the applicable fields. They must be positive.

    3. Allowances: To add an allowance to the product.

      • Click on Add located at the bottom right.
      • Select the indicator, a type and enter the amount.
      • Click on Save

    4. Click on Save.

    5. To add another product, repeat the steps.

  4. Enter the missing data in the summary.

    1. Credit Note number and date
    2. Invoice/reference number
    3. Return date
    4. Store number
    5. Department number, if applicable.

  5. Click on Calculate totals. The software will total the invoice - price x quantity + taxes - allowances. This data will be sent to Loblaws as a CREDIT.

  6. Saving the invoice. There are two options :

    1. Draft: This is used if you don't have time to finish the invoice, but do not want to lose the data that you already entered. It saves the invoice without validating the data. Invoices saved as drafts cannot be sent to FSI.

    2. Save: Click on this button if you are ready to send the invoice. If you have left out any mandatory fields, the program will advise you. Enter the data and save again. The program will also advise for errors. The only error that a supplier should bypass is if the total amount is off by less than $1. Loblaws does allow for a discrepancy of less than $1. Other errors should be fixed before sending the invoice. If a supplier sends an invoice containing errors, there is a possibility that FSI or Loblaws may refuse it. There are charges for error reports sent to suppliers by FSI. Suppliers who resend a corrected invoice will also be charged for the invoice a second time. Please do not ignore the warnings.

  7. Send the invoice. Click here for assistance.