Sales Return Orders
A sales return order is used to remedy any defects and quality deviations in sold items. A credit memo is created for this purpose. Please proceed as follows to create a sales return order:
- Use the quick search (ALT+Q) to find the Sales Return Orders page.
- To set up a new sales return order, click on New in the menu bar.
- An empty sales return order card is displayed.
- Fill in the fields in the General FastTab according to the following table:
| Field | Description |
|---|---|
| Customer Name | Enter the customer for whom you want to create the sales return order. |
| Order Type | Select the order type for the sales return order. Click here for more information on order types. |
| Return Reason Code | Select the reason for the return from the dropdown list. |
- Fill in any additional information in the General FastTab as needed.
- Navigate to the Lines FastTab and fill in the fields according to the following table:
| Field | Description |
|---|---|
| Type | Select the Item option. |
| No. | Enter the number of the returned item. |
| Quantity | Enter the quantity of the returned items. |
| Return Reason Code | Select the reason for the return from the dropdown list. |
| Unit Price Excl. VAT | Enter the unit price of the returned items. |
| Location Code | Enter the code of the location where the returned item will be stored. |
- Fill in any additional information in the Lines FastTab as needed.
- Click on Release in the menu bar to release the sales return order.
- To complete the sales return order, click on Home > Preview Document > Post or Post and Print... in the menu bar.
- In the dialog window, select whether you want to ship, invoice, or ship and invoice.
- Click OK to confirm your selection.
Tip
You can also create sales return order directly via the customer card. To to so, click on Actions > New Document > Sales Return Order in the menu bar of the relevant customer card.
You have successfully created a sales return order.