Credit note example · Wholesale distribution

Credit Note Example for Wholesale Returns

A 5-page wholesale returns credit note: seasonal returns less restocking, transit damage and a shipping error, the return allowance and an inspection log.

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At a glance

This credit note in numbers

About this example

This example is the credit note a garden wholesaler issues to a garden center after an end-of-season return. It credits three kinds of returns against the original spring invoice: unsold seasonal goods under the return allowance less a 15% restocking fee, planters that arrived cracked, and string lights shipped in the wrong color, with the return freight.

Returns credits invite questions, so this one answers them on the page. A table gives the reason and credit rule for each item, the allowance table shows how much of the season's return allowance has been used, and an inspection log records what came back and in what condition. The note explains what happens next, including when the right lights will ship, and closes with the returns policy and an approval stamp.

Who it is for

Wholesalers and distributors who take back goods from retailers, and buyers who check the credits they receive.

Inside and how to use it

What this example contains, and how to make it yours

What's inside

  • The total credit, units returned and restocking fee
  • The reason and credit rule for each item
  • Credit lines by reason, with restocking shown as a discount
  • The seasonal return allowance used and left
  • A gallery and an inspection log of what came back
  • What happens next, the returns policy and an approval stamp

How to adapt it

  • Group credit lines by the reason for the return
  • Show the restocking fee rather than hiding it in the price
  • Track how much return allowance is left
  • Log the condition of every item you accept

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