How to create Sales Returns?
In this section let us learn how to create Sales Returns.Follow these steps to create a Sales Return:- 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, you will see the Sales Return option.
- Click Sales Return.
- Under the Sales Return Information section, the following fields are autofilled:
- Name - Name of the Sales Return.
- Sales Order - Sales Order linked to the Delivery Note.
- Delivery Note - Delivery Note linked to the Sales Return.
- Organization Name - Sales Order’s Organization Name.
- Contact Name - Sales Order’s Contact Name.
- Status: Select an appropriate status for the sales return from the dropdown, such as:
- Created - When you have initiated a Sales Return.
- Received - When you have received the returned products.
- Accepted - When you have accepted the returned products.
Note: Status Created is chosen by default.- Assigned To: Owner of the Sales Return.
- Under the Item Details enter or select the following details:
- Returned Quantity - Enter the number of products returned from customers.
- Return Reason - Select an appropriate reason for the Sales Return from the dropdown (as stated by customers).
Note: All the other fields are auto filled.- In the Description Details the description is autofilled if available for the Delivery Note.
Note: If you create a Sales Return via Sales Return module you will have to manually add or select all the above auto filled fields.- Click Save. You will be directed to the Summary View of the Sales Return record displaying the success message Sales return Created!.
With this, a Sales Return record will be created and saved in the Sales Return module.You have now successfully created a Sales Return. Note: If you create a Sales Return for a Delivery Note with any Status other than Delivered, you will be directed to the following error message Selected Delivery Note status should be Delivered. |
To know more about Sales return click
here.