How to create an Exchange for a Sale

Owned by Sandra Petrovic
Last updated: Dec 13, 2018
3 min read

If you need to issue a refund for a customer below outlines how to do this using the return function. 

Step-by-step guide

1. Click one of the arrows on the centre bar and choose Sales 



2. If you're returning through NEW RETURN follow this step
Find your sales order On the sales screen, in the top right corner locate the button New Return and click it


If you're returning through a customer order follow this step

Find the original sales order and open it up. At the bottom of the screen there will be a button called Create Return. Select this.

There is a checkbox to automatically load the SO QTY into the return. If this is the case check this and then click Create RA. 


3. Enter your quantities in & enter all the basic fields needed to create your RA. Follow this link if you need more information of how to process this.


4. Click the Exchange button. If the customer is exchanging the same item you can click the Exchange button on the far right.  

This will automatically add the style underneath the returned item. You will notice it automatically has selected of "BUY" under the return to.

Enter your quantities that you wish to return.


5. Click GENERATE RA bottom right corner to generate the RA

6. If you need to generate the credit note, click on the Credit Note tab at the top


7. Click AUTO FILL WITH RA QTY for each line item or click AUTO FILL WITH RA QTY at the bottom of the RA screen to populate the credit amount.


8. Click GENERATE CREDIT NOTE at the bottom of the screen to generate the CN.


9. You will be presented with the below screen. It has detected that there was some items purchased and a replacement has been made. 

Click Process Return and Create Sale which will create a new sales order for the replacement item. 

10. It will give you the sales order number as per below.

At the same time the credit note will be created which you can send to the customer. 


11. You can then process the replacement order in the system.

We automatically insert the comment in the dispatch screen so that your warehouse staff can be informed that this order is coming from a return.