Sales Return Orders

The following documentation provides instructions on creating return orders and credit memos in TRASER DMS 365 for sales processes in order to rectify any defects and quality deviations in sold items. This documentation is divided into the following sections:

• Creating Sales Return Order

Creating Sales Return Order

To create a new sales return order, please proceed as follows:

• Use the quick search (ALT+Q) to find the page Sales Return Orders.

• The page Sales Return Orders is displayed.

• To set up a new sales return order, click on New in the menu bar.

• An empty sales return order card is displayed.

• In the Customer Name field, enter the customer for whom you want to create the sales return order.

• In the Order Type field, enter a service order type for the sales return order. Click here for more information on order types.

• In the Return Reason Code, enter the return reason.

• Enter more information as required.

• Navigate to the Lines FastTab.

• In the Type column, select the value Item.

• Scroll to the No. column and enter the item that you want to create the sales return order for.

• Scroll to the Quantity column and enter the item quantity.

• Scroll to the Unit Price Excluding VAT field and enter the unit price of the item.

• Enter more information as required.

• To complete the sales return order, click on Start > Post or Post and Printin the menu bar.

• A new dialog window is displayed.

• In this dialog window, select whether you want to post the sales return order or whether you want to post the sales return order and the corresponding sales credit memo. If you select the latter, the corresponding sales credit memo will be created and posted when posting the sales return order.

• You have successfully created a sales return order.