Create and Process a Customer Return where the Exchange Items are worth more than the Return Items
Create and Process a Customer Return where the Exchange Items are worth more than the Return Items
Overview
This video explains how you create and process a customer return where the items being sent out to the customer are worth more than the items being returned. The customer will need to pay the difference. There are instructions below the video.
Steps
Create the Return
Go to the
original sales order.
Green select item(s) to be returned.
Click Actions.
Click Create Customer Return
Note.
In the popup dialog box, click Yesthen clickContinue.
This action will generate and open the return
note.
In the upper grid, use the Return Reason drop
down box(es) to specify why each item is being returned and populate the quantity of each item.
In the lower grid click +New.
Select the item that the customer would like in exchange, in this case it is more expensive than the item they are returning.
Click Save Return.
Process the Return
Click Actions.
ClickProcess Return.
This action will generate a popup dialog box
for you to confirm that a Credit Note and and Exchange Note will be generated.
Clicking the Processing tab will allow you to
see the status of the return process.
Click Actions.
Click Issue Credit Note,this will add the credit note to customer's statement and therefore available for use.
ClickActions.
Click Allocate Credit Note to
Exchange, this will be used in part payment against the item going out.
Click Actions.
Click Goto Exchange Note.
This action will open the Exchange Note (This is the same as a Sales Order).
Click the Paymenttab.
Click Edit.
Click Newto add a new payment line.
Add payment details into the Sales Order Payments grid.
Click Save Screen.
This should now be treated in the same way as sales order.
Go back to the Return Note by clicking the red X at the top right hand corner of the screen.