1. Click > Common Forms> .

  2. Press CTRL + N to open the form.

  3. In the form, select a customer.

    • Click Yesto copy existing customer information to the return order.

    • Click Noto create the new order without previous customer sales information.

  4. Enter or modify the remaining information in the form as needed, including the return reason code, and then click OK.

  5. Enter or select other data on the upper tabs of the form as necessary.

  6. On the tab in the lower part of the form, press CTRL + N and then select or enter details about the item being returned, such as the number of pieces in the return shipment and unit price.

Important Important

Although only one warehouse and one delivery address can be selected on the return order header, it is possible to assign each return item line to a different warehouse (and address). If you assign items to different warehouses than the one defined in the header, and the customer sends the returned goods to the warehouse address quoted on the header, the receiving warehouse will not see all lines in the form if that location is filtering to view returns assigned to its warehouse only.

To avoid this, we recommend that you assign all return lines to the same warehouse that is specified in the header. If that is not possible because some of the items were set up with a mandatory sales warehouse, then you should create a separate return order for each affected item and assign it to the appropriate warehouse in the return order header.

  1. Enter or modify information about the lower , , and tabs as necessary.

  2. Press CTRL+N to create additional lines for the return order.

See Also