Menu

Create a return order

  • Updated

When a customer wants to return a previously purchased product, you create a return order with a negative quantity.

To return an entire order
  1. Go to the Sales >Order >Sales Order.
  2. To return an entire order to stock, click Credit Invoice . You must know the invoice number to use this feature.

    Note: You can find the invoice number on the Ledger page of the Customer Master: File> Customer> Master: Ledger.

  3. Type the full invoice number, and then click OK.

    The Sales Order associated with that invoice opens with all product quantities set to negative.

    Tip: If you want to handle the return in any way other than returning it to stock, right-click the product and choose Return Authorization Code. On the Enter Return Action pop-up appears, choose whether you want to return the items to Stock or Vendor, Discard them, or flag them for Inspection. If applicable, select the Apply Restocking Charge check box, and then click OK.

    More info on return options

    Return types determine how the product will be handled from an inventory standpoint. You may

    • Stock: Return the merchandise to inventory.
    • Vendor: Return merchandise into a virtual Returned Good warehouse. Later, a return purchase order will use the same warehouse. This process keeps the product from affecting inventory while it is being processed. You can view products to be returned via Special Purchase Requisitions.
    • Discard: Do not return merchandise to inventory, but still credit the customer. This option is typically used for damaged product that cannot be resold.
    • Inspect: This temporary status holds the item as a backorder until a decision can be reached. To process the credit, this status must be changed to a different return type.
    • Warranty: Processes the return using the Warranty Claim system. This option is available only to products marked as warranty eligible in the Product Master.
  4. Click Save.

    The return order is created.

To return select products

  1. Create a new Sales Order as described in How to create a sales order.

  2. To return specific products, click on the Detail tab.
  3. Add products to the order, and then type a negative quantity for the amount being returned.

    The Product & Customer Invoice History pop-up appears.

  4. Select the invoice on which the return product was billed. The price/cost will be taken from the selected invoice. Whether this screen appears depends if "History check for return of merchandise" Company Master setting is enabled.
  5. Click Save.

    The return order is created.

Related articles