This video shows you how to create a new customer return from scratch. Other videos show you how to process your return. Step by step instructions can be found below the video.
Steps
From the Returns area, click the blue New Customer Return button at the top of the screen.
Select the customer for whom you wish to create the return.
A new return will then be created, ready to add the item(s) being returned.
Overview The following video explains how you create a new quotation. There are step-by-step instructions below the video. Steps Select New Sales Order from the blue button at the screen. Use the filters to find and select the customer you wish to ...
Overview The following video explains how to create a new sales order. There are some basic instructions below the video with the steps to create a sales order. Steps Click New Sales Order in the blue button drop down. Search for the customer that ...
Overview The following video explains the steps to create a new company record, either a customer or supplier. Step by step instructions are below the video. Method One Click on the blue button at the top of the screen. Select New Company. Confirm ...
Overview This video explains how you can create a new sales order from a customer record or a new purchase order from a supplier record. A step by step guide can be found below the video. Steps Open the Company Record (customer or supplier). Use the ...
Overview This video shows you how to process customer returns and quarantine stock using sites. There are instructions below the video. Note before you use this option, you will need to setup additional sites, for example Quarantine for the items ...