Applying supplier credits

A supplier credit is a balance you have with a supplier — money they owe you, either from a return order (RMA) or from a credit you recorded manually on the supplier. Each credit stores its own currency; when you apply it to a PO in a different currency, the picker prompts for an exchange rate. This page covers applying a credit to a PO. For the credit ledger and how credits are minted, see Suppliers → Credits.

What a supplier credit is

A balance, owed to you by a supplier, available for application to future POs with that supplier. Credits keep their original currency, and applying one across currencies uses an exchange rate. Credits can originate from:

A return order (RMA) — the supplier issued a credit instead of a refund.
A manual adjustment on the supplier — recorded directly on the supplier detail page (Credits tab → Add credit) for credits that didn’t originate from an RMA in Logistified.

The credit lives on the supplier; the application happens here, against a PO.

When you can apply

You can apply supplier credits when the PO has a supplier and is not Completed or Cancelled. That includes Draft and Sent POs.

The Apply credit dialog

Open from the PO detail page → “Apply credit.” The dialog shows every available credit for the supplier, regardless of currency, and marks ones that don’t match the PO’s currency as cross-currency. Pick one or more. For each, set the amount to apply (≤ the credit’s available balance).

Confirm. The PO’s total due decreases. Each credit’s available balance decreases by the applied amount.

Currency matching

Credits in the PO’s currency apply directly. Credits in a different currency apply with an exchange rate — the dialog fetches a live rate and shows the converted value alongside the credit’s own-currency amount, so you can see both numbers before confirming. The backend records the rate used on each application, keeping the audit trail honest.

If an exchange rate is missing or looks wrong, enter the rate you want to use before confirming. Cross-currency credits stay in their original currency; only the applied amount is converted onto the PO.

Partial application

You can apply less than the full credit balance. The remainder stays available for the next PO.

Reversing an application

There is no automatic reversal. Cancelling a PO does not automatically reverse applied credits. To unapply, go to the supplier’s Credits tab and remove the application manually.