Customer Returns

This guide provides step-by-step instructions on how to navigate through the customer returns process, making it easier for someone to understand and follow along.

Step 1: Open a List of Sales Orders from the Selling Homepage

Step 1

Step 2: Select an Order where the delivery has been completed

Step 2

Step 3: You will see on the Sales Order the goods that were sold to the Customer

Step 3

Step 4: On the Connections Tab you will see the links to Deliveries and Invoices

On the Connections Tab you will see the links to Deliveries and Invoices. Click "Delivery Note"

Step 4

Step 5: Open the Delivery Note

Step 5

Step 6: The items that were delivered are the same as the order

Step 6

Step 7: Click "Create" and select the Sales Return to process the customer return

Step 7

Step 8: Note the system creates a reversal of the Delivery Note

Step 8

Step 9: Click "Save"

Step 9

Step 10: Click "Submit" to confirm the return

Step 10

Step 11: Click "Yes" to process the transaction

Step 11