Credit Note and Refund Request Procedure

Introduction

This article outlines the standardized procedure for requesting a credit note or refund within Abbott Medical's order management system. It ensures accuracy, compliance, and timely resolution while maintaining our commitment to excellent customer service and operational integrity.

Prerequisites

Before submitting a credit note or refund request, ensure the following:

• Obtain proof of purchase relevant to the transaction (e.g., invoice, delivery confirmation).
• Identify and document the exact reason for the refund or credit request (e.g., damaged goods, pricing errors).
• Gather any additional supporting documentation such as damage reports or correspondence.

Step-by-step Procedure

1. Create a detailed ticket in the system specifying:
2. Attach all relevant proof of purchase and supporting documents to the ticket.
3. Submit the ticket for validation by the Shared Services team to ensure compliance and accuracy.
4. Monitor the approval status closely and respond promptly to any queries or requests for additional information.
5. Once approved, ensure the credit note or refund is issued according to company policy and procedures.
6. Notify all relevant stakeholders, including the customer and internal teams, that the credit note or refund has been processed.

Tips and Best Practices

• Maintain clear communication with the customer throughout the process to enhance trust and satisfaction.
• Double-check all documentation before ticket submission to avoid delays.
• Use the appropriate ticket category and tags for efficient processing and reporting.

Additional Information

For detailed instructions on how to create tickets or specific document requirements, refer to the Internal Knowledge Base or contact the Shared Services help desk.