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Overview: As a restaurant manager, you need to register a complaint and/or request a credit note linked to a receipt in order to trace problems encountered on receipt (price discrepancies, shortages, non-conformities, etc.), to be able to communicate them to suppliers and follow them up. This guide takes you through the process.
Start from: The Easilys menu.
Easilys can recognize certain situations that would require a claim or credit request, and therefore generates them automatically. It is also possible to manually generate claims and credit note requests to be sent to suppliers from a goods receipt. These situations are identified in Easilys by the acronym NC, for Non Compliant. Other situations require manual action on the part of the user.
Interpreting non-compliant situations
Select the Supplier Orders > Receptions tabs.
Select a reception to view its details.
The 'NC' pictogram to the left of each product name on the delivery note makes it easy to identify any complaint or credit note request concerning a product supplied.
- Green NC: There are no claims or credit requests related to the supplier's product.
- Yellow NC: There is a claim linked to the supplier's product.
- Red NC: There is a claim that gives rise to a credit request linked to the supplier's product.
Manually generate a claim and/or credit request for a supplier product
A credit note request is always linked to a claim. To generate a credit note request, a claim must first be generated.
However, it is possible to generate a claim only to notify the supplier of a problem, without any financial compensation.
Select the Supplier Orders > Receptions tabs.
Select a reception to view its details.
In a receipt containing supplier products, select "NC" next to the name of the product concerned by the claim and/or credit memo to be generated.
Supplier product details are displayed. It opens in the "Claims/Credit" tab.
Add one or more non-compliance criteria by selecting Add a criterion.
To find out more, see Manage non-compliance criteria.
If necessary, indicate whether you have refused the goods by ticking the Refusal box.
If necessary, indicate the quantity of merchandise you have returned to the supplier in the Qty returned box.
If necessary, indicate whether the goods have been destroyed by ticking the Destruction box.
If necessary, add a comment by selecting Write on the "Comment" line to add details about the reasons for the claim and/or credit note request.
If the problem reported by the claim allows you to request a credit note, check the Request a credit note box.
Enter the expected amount in the Credit note amount box.
Select Save now.
Generate a complaint and/or request for a credit note on the general condition of the reception area
Select the Supplier Orders > Receptions tabs.
Select a reception, then select the Claims/Credit notes tab.
The application indicates whether supplier products are subject to claims or credit requests, but it is also from this tab that you can create a claim and/or credit request on reception in general.
Add one or more non-compliance criteria by selecting Add a criterion.
To find out more, see Manage non-compliance criteria.
If necessary, indicate whether you have refused the goods by ticking the Refusal box.
If necessary, indicate the quantity of merchandise you have returned to the supplier in the Qty returned box.
If necessary, indicate whether the goods have been destroyed by ticking the Destruction box.
If necessary, add a comment by selecting Write on the "Comment" line to add details about the reasons for the claim and/or credit note request.
If the problem reported by the claim allows you to request a credit note, check the Request a credit note box.
Enter the expected amount in the Credit note amount box.
Select Save now.