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Chain credit notes

What it's for​

Chain credit notes gives head office one place to see and approve every outlet's credit notes. Instead of checking each location, you review refunds and adjustments across the whole chain — and sign off the ones that need approval — from a single dashboard.

note

This is part of the multi-outlet (Chain HQ) feature. It's for chains with more than one outlet.

Where to find it​

Choose Chain CNs in the sidebar (route /accounts/chain) — it opens the Credit Notes tab of Chain HQ, headed Chain Credit Notes with a count of the outlets in your chain.

WebChain credit notes: totals across the chain, with approvals in one place.
Chain credit notes: totals across the chain, with approvals in one place.

The dashboard​

Summary cards show the chain-wide picture:

  • Total CNs — how many credit notes across every outlet.
  • Total Credited — the value approved.
  • Pending Approval — awaiting a decision.
  • Approved — approved across the chain.

Three sub-tabs organise it:

  • Overview — a per-outlet breakdown so you can see which locations are issuing the most.
  • Pending Approval — the queue to act on: approve a credit note, or reject it (a rejection reason is required).
  • All Credit Notes — every credit note, filterable by outlet and status.

Worked example​

Approve a refund from a branch. On Chain CNs, open Pending Approval, review a credit note raised at your Bandra outlet, and — if it's justified — approve it. It moves into Approved and the outlet's Total Credited updates. If it isn't justified, reject it with a reason.

Tips & things to watch​

  • ✅ Work the Pending Approval queue — it's the one place refunds across the chain wait for you.
  • ✅ Use the Overview to spot an outlet with an unusually high credit-note rate.
  • ⚠️ Rejections need a reason — it's recorded, so the outlet knows why.