As a distributor, giving your customers the ability to process credit requests in-app helps reduce manual work and delays. By scanning barcodes or entering product numbers, operators can flag damaged, missing, or incorrect items instantly, right from their mobile device. This workflow ensures accurate and traceable credit submissions, faster response times for issue resolution, and fewer disputes with reduced lost revenue.
Distributor Setup
The Pepper credit request tool can support more flexible, configurable workflows to match your credit processes.
Here are a few of the configuration options distributors can set up:
Variables | Description | Possible Options/Examples |
Who can submit credits | Controls who has access to create and submit credit requests |
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Item eligibility | Defines which products can be credited based on your policies |
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Invoice requirement | Determines whether a credit request must be linked to an invoice |
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Reason codes | Lists and manages available credit reasons and who can see them |
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Time Window | Sets how long after fulfillment a credit can be submitted |
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How to Create a Credit Request
Step 1: On the Order Guide tap the barcode icon in the search bar and select “Credit Request Scan.”
Step 2: Scan the item’s barcode, or search by product name or number.
Items are automatically divided between:
Eligible for Credit (within your policy’s window)
Not Eligible for Credit (expired timeframe or excluded reason code).
If an item isn’t eligible, reps will see a policy explanation, such as: “Credits require an invoice within 72 hours for fresh items and 14 days for shelf-stable items.”
Step 3: Complete Credit Details
Once the item is selected:
Select a Reason (e.g., Damaged Product, Refused Product, etc.)
Attach the Invoice to tie the request to the original order.
Select the Item Quantity
Add Notes to clarify the reason
Step 4: Submit for Review
Tap Submit Request. You’ll see a confirmation banner and can review the request anytime under your Order History. The credit request will automatically route to your distributor’s back-office system for validation and processing.