Creating a Return Authorisation
Customers may not always be satisfied with the products that they receive. For example, they may be faulty, the incorrect colour or the wrong size. Depending on your return policy, you choose whether to allow the items to be returned.
If you decide to grant the return, there are two steps: firstly, issue a Return Authorisation to the customer, and second, credit the customer's account once you receive the goods.
There are 2 ways to issue an RA: Through the customer's original Sales order OR creating a brand new return which is not linked to an order.
RETURNING THROUGH A CUSTOMER ORDER
RETURNING THROUGH A NEW RETURN
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. 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 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. Select the customer that is requesting to return an item or items. Complete the other fields as required.
All your details should appear automatically. You can adjust the qty and style details as you need.
Enter the Sales module. Select the red NEW RETURN button in the top right corner.
2. Open Product Search on the opposite screen. Return screen should be open on one side, and the Product Search Screen on the other.
Search for the styles you wish to return, and then click and drag the relevant style or styles onto the Return Screen.
Enter the Quantity you wish to return in the white box underneath the relevant size.
Fill in the following fields.
Including the location for the customer to return the item(s), the warehouse it will be returned to, the reason and sub-reason for the return and any comments
Drag as many items onto the return as you wish, when you're ready, proceed to the next step.
Click the Generate RA button. This will will generate a Return Authorisation ID for the system, so there is a record of 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.