From return to confirmed credit
Capture the handover
On iOS or Android, enter the supplier, project, reference and return terms. Add article quantities and expected amounts, attach proof and save the record.
Review on your computer
Export the packet from the phone and import it into local web review. Import the supported English or Dutch credit CSV profile. For PDFs, preserve the original and enter the lines manually.
Keep the remainder visible
Confirm each proposed match. A partial credit leaves an outstanding amount; a different article is blocked. Record fees separately. Undo a confirmation with your name and a reason.
Follow up an open credit
Office review lists open returns by amount and flags unallocated supplier credits. Download the original handover evidence, linked credit sources and a draft enquiry in English or Dutch. Review the documents before sharing; CrateTally sends nothing.
Retain an audit trail
Export the review report and inspect original sources and audit events. A report export is not a full database backup.