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How to generate Sales Returns?
Table of Contents
You can generate a Sales Return via:
Follow these steps to generate a Sales Return via Delivery Notes module:
Note: You can generate a Sales Return only for Delivery Notes whose Status is Delivered.
Follow these steps to generate a Sales Return via Sales Return module:
To learn more about Sales Return, click here.
- Delivery Notes module
- Sales Return module
Follow these steps to generate a Sales Return via Delivery Notes module:
Note: You can generate a Sales Return only for Delivery Notes whose Status is Delivered.
- Login to your CRM account.
- Click the User Menu.
- Click Inventory.
- Look for Order Fulfillment.
- Select Delivery Notes.
- Select a Delivery Note with Status Delivered. You will be directed to the Summary View of the Delivery Note record.
- Click More (3 dots) on the top right corner of the screen.
- With a scroll down, under Add or Link you will see the Sales Return option.
- Click Sales Return to generate a Sales Return.
Follow these steps to generate a Sales Return via Sales Return module:
- Login to your CRM account.
- Click the User Menu.
- Click Inventory.
- Look for Others.
- Select Sales Return.
- Click +Add Sales Return to generate a Sales Return.
To learn more about Sales Return, click here.
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