---
title: "Create a Pickup Note"
canonical: "https://kb.myframeworks.com.au/space/CO/30509230/Create%20a%20Pickup%20Note"
format: markdown
---
# Overview

A pickup note is used to notify customers that items are ready for return pickup. You create pickup notes from stock return credit notes.

**Prerequisites**

Before creating a pickup note:

- You need an existing credit note or the ability to create a new one
- If using an existing credit note, it cannot be more than 14 days old
- The credit note must be a **Stock Return** type

---

## 1. Navigate to Credit Notes

1. Click the **Frameworks Menu** and navigate to **Sales > Transaction Processing > Credit Notes**.
2. In the search fields, enter your search criteria and click **Find** to locate an existing credit note, or click **New** to create a new one.

> ✅ Refer to [Credit Note Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408922) for more information about searching for credit notes.

## 2. Create a New Credit Note (if required)

If you need to create a new credit note:

1. Click **New** to open the [Credits & Refunds Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383554) screen.
2. In the **Customer** field, start typing the customer's name or ID and select the customer from the suggested list. Alternatively, click the **Search** icon to open the **Customer Finder** window.
3. In the **Original Docket** field, enter the original invoice docket number where the goods were sold. You can click **Search** to find the docket. If applicable, enter the backorder number in the **B/O** field.
4. From the **Type** drop-down menu, select **Stock Return**.
5. From the **Reason** drop-down menu, select the reason for the credit note.
6. Click **Load Details **to display the original transaction details.
7. In the **Credit Qty** field for each item, enter the quantity being returned.

## 3. Generate the Pickup Note

To create and send the pickup note:

1. Click **Pickup Note**. The **Output Dialog** window opens.
2. Complete the required fields to specify how you want to output the pickup note (email, print, or both).
3. Click **Go**. The pickup note is outputted and ready for the customer to accept.

## 4. Complete the Credit Note

After generating the pickup note, you can:

- Click **Finish **to open the **Tendering** window and finalise the refund immediately, or
- Click **Suspend **to complete the credit note later

---

# Additional Information

> ✅ Refer to [Credit Notes](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28383394) for more information about the credit note process.