This guide will show you how to process a return.
Note: You will need the Invoice Number from the customer.
Select Quick Search
Select Invoices on the top of the window
Enter in the Invoice No. in the left side panel
Select the Invoice from the list
Verify and note the Invoice information
Verify the Item Number
Verify the Total Due is $0.00
Verify the Sales Price of the item
Verify the correct Sold by person is assigned
Verify the Customer Information is correct
(Optional) Duplicate the invoice to bring all of the information to a new invoice. Then skip to step 11.
If only bringing part of the invoice items proceed to step 7.
Exit the invoice
Exit the Quick Search
Select New Invoice
Enter the Item Number from the old invoice
Add the item to the invoice by double clicking on it
(If Applicable)Select the supplier drop down and select (SPECIAL)
Select and add the restocking fee by double clicking on it
Select Details next to the Restocking fee to adjust the price
Enter in the price of the restocking fee and then click Exit
Select Details next to the Item that is being returned
Change the QTY to a -1 and select Exit
Enter an Invoice Note with details from the old Invoice Number
Select Create
Create the invoice as normal with the following information
Branch, Date, Sold By, Delivery Type, Customer Information
Change referred by to Returned
Select Create Invoice
Select Process
Select Manually Process
Under “Action to be taken:” Select Chance
Process From should be 99 or Damaged
Select Reserve Stock
Select Process Inventory
Enter the payment that is being used to Refund the customer
Print the Invoice and have the customer sign
Select Delivery
Select Post Now
Select Deliver All
Select Post
The Return Process is now complete
If you would like to sell the item again you will need to transfer to the Warehouse or Showroom
If unable to sell the item you can do an inventory adjustment and mark as Salvaged.