A credit note rarely says why it was needed. It says a number was wrong — not whether the base price list was out of date, a contract rate didn't carry over, a volume discount didn't trigger, a promotion had already ended, or a one-off exception never made it from a manager's approval into the invoice. When pricing is applied manually, across a handful of layers, from memory or from separate spreadsheets, most businesses can tell you a dispute happened. Very few can tell you which layer actually caused it — and without that, the same kind of dispute keeps recurring, because nothing about the process that produced it has changed.
What's inside
A short Excel workbook, four sheets:
- How to Use — a five-step walkthrough, half a page.
- Dispute Log — one row per credit note or disputed invoice line: the date, a label for the customer (your own choice, never has to be their real name), the value in EGP, and a dropdown for which layer caused it — Base price list, Contract override, Volume tier break, Promotional override, Manual customer override, or a quantity/pack-rule issue, something unrelated to pricing, or simply unknown.
- Summary — totals and percentages by layer, calculated automatically as you fill in the log.
- What Each Layer Means — a short explanation of how a dispute typically arises at each layer, so you're not guessing which one fits.
It ships with one clearly-marked example row so you can see the format before you start — delete it and log your own.
The workbook only computes the values you enter — it doesn't compute or display a saving, a cost avoided, or any outcome. It's a log of your own disputes, sorted by cause.
Get the workbook
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