How Do I Process a Customer Return?

The following is a checklist for creating a return for any item from the original sales order that has been fulfilled.

1. Open the Activities>Accounts Receivable>Customer Returns form.
2. On the Customer Return table, double-click any cell on the Summary level (which is the first level), to open the Customer Returns Detail form.
3. On the Return Information, enter a unique Return Number or use the auto-increment feature. (If needed, review the checklist for Setting Up Order Entry.)
4. Enter the Return Date or accept the default of today.
5. Select the name of the person returning the item from the drop-down list.
6. Enter comments, if desired.
7. On the Detail table, enter the quantity To Return. The system defaults to the amount fulfilled for the order.
8. Enter comments or the reason for the return.
9. Click Commit.
10. You can print the customer return ticket using Print Customer Return Ticket .

Note: All return credits or refunds must be made manually.