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If 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. |
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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.
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You have the opportunity to delete specific items you don’t want included in the return 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.
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6. Click the Generate RA button (stands for Return Authorisation). This will will generate a Return Authorisation ID for the system, so there is a record of you granting this the return.
It will also produce a document that you can keep and/or give to the customer as a record of the transaction.
The customer can reference this number when the goods are returned, and you can enter this number into the system, view the return details and easily apply credit to the customer's account. See step below for more information.
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Step 2 - Crediting the Customer's account upon arrival of item(s)
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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.
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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.
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