Create a sales return
Creating a sales return is similar to recording a sales order and involves several tasks.
There are different ways to create a return. You can create a return from scratch or create a sales return from a sales order.
Create a new return
Open: Sales Order Processing > Sales Returns > Enter New Sales Return.
Enter the sales return on the following tabs:
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Return details.
Use this to specify the customer details and add the goods, services and costs being returned.
The total order values and relevant exchange rate are displayed here.
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Return and credit details.
Use this to specify the address the goods are being returned from, and to view or change discount values.
Creating returns from orders
This is a quick way to create a return. This can be from any order at any time; e.g. despatched, printed, posted, cancelled.
This copies all the items, prices and exchange rates from an existing sales order and adds them to a return. You can add and remove items from the return and change the quantities and prices.
- Return all the items exactly the same as the original order.
- Return the majority of items the same as the original order. You can remove items that aren't being returned, or add additional items returned from another order as necessary.
- Return items using the same price as the original order.
- When an item is added to a return, the current selling price for the customer is used. If the price has changed since the item was ordered, then the customer may receive a credit note for a different amount than they were invoiced.
- If you create a return from an order, then the items retain their original selling price.
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All the lines; stock items, free text, additional charges, comments.
Note: Any lines for stock items that currently Inactive are ignored
- The quantity for each line
- The prices for each line.
- All discounts including line discounts, order discounts and settlement discounts.
- The exchange rate. This is always taken from to order to make sure that your customer is credited with the same amount as they paid. You can change the exchange rate, if you need to.
- If a stock item was set to be fulfilled from the supplier (From Supplier Via Stock), it will be returned to stock as normal.
- The user and any payments are ignored.
Create a return from an order
Open: Sales Order Processing List and select New > New Return From Order.
Open: Sales Order Processing > Sales Returns > Enter New Sales Return and click Copy Order.
Once you have copied the order details, amend the return details as required.