When a customer wants to return a previously purchased product, you create a return order with a negative quantity.
To return select products
-
Create a new Sales Order as described in Create a sales order.
- To return specific products, click on the Detail tab.
- Add products to the order, and then type a negative quantity for the amount being returned.
The Product & Customer Invoice History pop-up appears.
- 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 on the Company Master setting: "History check for return of merchandise."
- The Return Action box will appear which directs the system what to do with the return inventory.
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 Goods 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.
Right click on the return item and select Return Authorization option from the menu to select a different return option.
If applicable, select the Apply Restocking ChargeAutomatically adds a restocking fee as a miscellaneous charge to the order using a company preset percentage amount. This amount can be overridden by customer. Alternatively, you may apply fees manually through Misc. Charges. Note that you will not see this option unless it has been configured. check box, and then click OK.
6. Click Save.
The return order is created.
To return an entire order
- Go to the Sales > Order >Sales Order.
- To return an entire order to stock, click Credit InvoiceType an invoice number, and Inform will add all line items, quantities, prices, etc. to the order as a return. This provides a quick way to deliver an instant credit without having to enter all individual line items. Changes can be made to this return order if need be.. You must know the invoice number to use this feature. Note:
- Type the full invoice number, and then click OK.
The Sales Order associated with that invoice opens with all product quantities set to negative.
Right click on the return item and select Return Authorization option from the menu to select a different return option.
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 Goods 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.
If applicable, select the Apply Restocking Charge
Automatically adds a restocking fee as a miscellaneous charge to the order using a company preset percentage amount. This amount can be overridden by customer. Alternatively, you may apply fees manually through Misc. Charges. Note that you will not see this option unless it has been configured. check box, and then click OK. -
The return order is created.