Add goods and services to the sales return (standard items)

Add standard items

Open: Sales Order Processing > Sales Returns > New Sales Return

Open: Sales Order Processing > Sales Returns > Amend Sales Return

Go to the Return Details tab.
Add a line to the return and select Standard as the Type.

Note: If you can't select a standard item, that's because it hasn't been set as allowed on the Invoice and Order Entry tab in SOP settings (in the Sage 200 desktop).

Tip: You can also select Find item to search for a stock item using search categories (if you have set these up). See Find stock items using search categories.
Select the stock Item.
Enter the basic details, such as the quantity and warehouse.
To enter more details for the standard item, select More actions > More details.

Product item

Code: The standard item's Code and name.
Warehouse: Select the warehouse from which the item is to be sold, if you are using multiple locations.

Note: This does not apply to an invoice and order item.
Amend item description: To change the item's description, select Amend item description and update the Item description as required.

Items values

Quantity: Enter the quantity of the item for the return.

Note: The quantity will be modified if it is not an allowed amount (according to the unit's precision setting).
Selling unit, Selling price unit: The units that the item is sold by, such as a box, crate or bottle.
- The Selling unit is only for standard items with a product type of Stock, and does not apply to items with a product type of Service/Labour or Miscellaneous, or to an invoice and order item.
  
  You can only change the selling units for stock items that are sold in trade units. The selling units are usually a multiple of the Stock item unit.
- You can enter a Selling price unit if you are adding an invoice and order item, or an item with a product type of Service/Labour or Miscellaneous.
Unit price: Check and amend the Unit price if required.

Note: To change the unit price, you must have Override prices and discounts on invoices and order line set in your User Permissions.
Unit Cost: Check the Unit Cost, and change if applicable.

Note: To change the unit cost, you must have Override stock item unit cost price on invoice and order lines set in your User Permissions (in the Sage 200 desktop).
- For a stock item using the Standard costing method, the default unit cost will be the standard cost price of the stock item, but it can be changed.
- For a stock item using the FIFO or Actual or Average costing methods, the default unit cost will be the average cost price of the stock item, but it can be changed.
Unit discount %, Unit discount: Enter or amend the discounts for the item.

Note: To change the discounts, you must have Override prices and discounts on invoices and order lines set in your User Permissions (in the Sage 200 desktop).

The unit discount can be applied from the customer account (set by the Line discount in the customer account Pricing tab), or from the stock item discount or product group discount (set in the Price Book in the Sage 200 desktop).

For information on how prices and discounts are calculated for the item and customer account, see Discount options.

VAT rate

The appropriate VAT rate for the combination of customer and item is displayed.

Check and amend the displayed VAT rate if required.

For foreign currency customers (where the customer's Country Code is set to a foreign country), Sage 200 will default to using the VAT rate set on the customer's account, and this will override the default VAT rate of stock item.

If you have chosen Use VAT code as Invoice and Order default in the customer account Trading details tab, the VAT rate displayed is the one set on that customer's account, instead of using the VAT rate set for the stock item.

If you select a stock item that uses Reverse Charge VAT rules, the reverse charge VAT rules will be applied to the credit note when it is printed.

Nominal code

This is the Revenue nominal account used to post the value of the item.

The default nominal account is taken from the stock item or customer account, depending on your setting in the Default Accounts tab of SOP settings in the Sage 200 desktop.

Check the Revenue nominal account displayed, and select a different account if required.

Note: You can only amend the nominal account if you have selected to Allow amendment of - Nominal codes in the Invoice and Order Entry tab of SOP settings in the Sage 200 desktop.

Useful info

About standard items

Standard items are stock items that you've set up in Stock Control, or are Invoice and order items that you've set up in the Sales Orders module. An Invoice and order item is an item that you regularly add to sales orders or invoices, but isn't set up as an item in Stock Control, and you don't want to record the stock level or value.

Note: If you are using Invoice and order items, some options are not applicable.

Order line discounts.

An order line may have a discount applied if:
- A Line discount is specified on the customer account Pricing tab.
- A discount is specified in the stock item discount or product group discount (set in the Price Book in the Sage 200 desktop).
For information on how prices and discounts are calculated for the item and customer account, see Discount options.