| Info |
|---|
ImportantIf you are creating a return for the first time, you MUST read Customising Return Settings to set up your system prior to creating the return. |
...
1. Click on the menu arrow, and click on Sales
If you're returning through NEW RETURN:
Enter the Sales module. Select the red NEW RETURN button in the top right corner.
If you're returning through a customer order:
Open the original Sales Order. Select the red CREATE RETURN button at the bottom right of the screen.
...
There is a checkbox to automatically load the SO QTY into the return. If this is the case, In most cases, you can check this and then click Create RA.
You have the opportunity to delete specific items you don’t want included once the RA is created.
3. The Return screen will open. The Customer drop down box located on the upper left of the screen is a mandatory field.
...
Enter the Quantity you wish to return in the white box underneath the relevant size.
...
If you created a return through a customer sales order then all your details should appear automatically. You can adjust the qty and style details as you need.
...
4. Now that it is open, you will notice a tab called Credit Note click on that.
...
5. You can then click Auto Fill with RA QTY to automatically pull the RA QTY
Otherwise if the qty is slightly different you can manually override the qty by clicking into it and entering the qty that you want.
...
Alternatively, if every item needs to be auto-filled, select RA QTY and that should automatically populate the RA QTY.
...
If you need to add an extra item on the credit note, you can click ADD EXTRA and fill in the price.
...
7. The credit note should automatically appear which you can then save, print or email out to your customer.
...