If your customer rejects a product from an order, a sales return for that product can be created. If the product is a composite product, all parts are added to the return too (unless the product is non-returnable).
Returning a Line from within a Sales Order
- Right-click the line you want to return and from the context menu click Return Line.
- From the Return window, click the Reason list.
- Click the Reason, add notes in the Details box if necessary, select or type the quantity to be returned and click OK.
Note: If the company option Require reason for return is selected, a Reason must be selected before continuing.
- You will be given the option to prevent future sales of this product to this customer. Click Yes or No. If returns exist for this customer you will be given the option to add this line to the existing sales return. If you don't add to an existing return, a new sales return is created with a line for this product. The new return will have the same source as the original order.
- If you clicked Yes to prevent future sales, a prevent contract is created for this trader. Delete the contract to allow future sales.
See Also
