Creating a Sales Return

What is a Return Sales Order?

• A Return Sales Order is an order that is used to account for originally sold merchandise that is being returned back to the store by the customer
• Creating a Return Sales Order ultimately cuts a new Sales Order to reflect returning merchandise and refund payment and is the correct workflow to account for all returning merchandise, both for parts and machines

Creating and processing a Return Sales Order

• To Create a Return Sales Order, from any delivered Sales Order, go to the Payment (Actions) tab -> click Return -> then the page will redirect to the new Return Sales Order, by replicating the original equipment and items, however, all quantities will reflect as negative

• Sales Order Items and equipment with negative quantities represent returning stock
• All items and equipment, along with their pricing, discount, and quantities can be edited on the Return Sales Order
• When the Return Sales Order is ordered and the quantities are fulfilled, then the returning stock will update Quantity on Hand accordingly