Enter the sales return details

Open: Sales Order Processing > Sales Returns > Enter New Sales Return | Return Details.

1. Select the customer account.

   Note: If customer alerts have been set up for this customer account and document type, they'll be displayed before you continue. To view the alert messages again, click the alert icon next to the customer account. See Customer alerts.

2. Enter the return details:

   By default return to	Select the default warehouse you want to return the goods to. All goods will be returned to this warehouse if possible. To select the warehouse for each return line, leave this blank.
   Document date	Enter the return Document date.
   Customer order no	If required, enter the customer's order number.

3. To add goods, services and costs to the return, click Add Items. You can:

   • Add standard items.
   • Add free text items.
   • Add additional charges.
   • Add comments.

4. If the return is for a foreign currency customer, accept or amend the exchange rate.

   The currency is set in the customer's account.

   The exchange rate is set in Accounting System Manager. You can change the exchange rate as long as it is Amendable.