How to: Complete a customer return from a completed sales order.
Environment: Comsense Enterprise
In this article:
Accessing Customer Return
In the Enterprise left-hand Navigation menu:
- Click Order Entry
- The Order Entry menu will expand
- Click Customer Return
- The Customer Return window will open
You are now ready to create a new customer return.
Creating a New Customer Return
*Note: You can only create a customer return on completed shipments.
In the Customer Return top toolbar:
- Click New
- The Customer Return Wizard will open
- Click Next
- Search for the sales order by either:
- Sales order code
- Enter the sales order code and Press Tab
- Project data
- Click the Magnifying Glass icon and Search in the Find window
- Sales order code
- Click Next
- All items in the sales order will be preselected in the bottom pane
- Remove any items that are not on the customer return
- Click Next
- Click Finish
- The Customer Return window will populate with information from your sales order
You are now ready to complete the rest of the information.
Completing the Customer Return Information
Adding Notes
In the Note field in the top pane of the Customer Return window:
- Add a note detailing the return
- Customer returns require all Note fields to be complete
- Click the Copy icon
- Your note will copy to each line item
You are now ready to update quantity.
Updating Quantity
In the Sales Order Line Items pane next to the Qty Returned field:
- Click the button
- The Customer Return Openings window will open
- Check the checkbox(es) under the Returned column
- Set All Returned checks all line items
- Set All Not Returned unchecks all line items
- Click OK
- Qty Returned will update to the number of selected line items
- Repeat steps 1-3 for all sales order line items
You are now ready to update the remaining line item fields.
Update the Remaining Line Item Fields
*Note: If your restocking charge is a percentage, calculate the dollar amount for each item before proceeding.
On the sales order line items:
- Enter the restocking charge
- Select the suggested disposition
- Select the warehouse location
- Check any applicable checkboxes under columns:
- Available
- Project Protected
- Pickup Required
The line item(s) now has all the information to complete a sales order item return. If you are unsure about the meaning of the column headers, please see the table below:
Restocking Charge | Charge for restocking the return item in dollar amount |
---|---|
Suggested Disposition | Suggested use of the return item after the return |
Warehouse Location | Location in the warehouse for the return item |
Available | Return item is available for reuse after the return |
Project Protected | Return item can only be used on the same order |
Pickup Required | Item requires pick up from the customer |
Updating the Customer Return Status
Update the Status field to correspond with your stage in the customer return process.
Created | Temporary status after creating a new customer return |
---|---|
Open | Customer requests the return and you generate the pickup slip |
Released | Return item is back in the warehouse |
Completed | All return requirements are met and you are ready to complete the invoice |
Generating the Customer Return Pickup Slip
In the Customer Return window Status field:
- Update the status to Released
- Click Save
- Click Print
- The Generate Report window will open
- Select any preferences in the Parameter pane
- Select the export method
You now have a Customer Return Pickup Slip.
Completing the Customer Return
In the Customer Return window Status field:
- Update the status to Completed
- Click Save
- The Process Customer Return - Work Flow window will open
To view the complete invoice:
- Click Complete Invoice #
- The Read-Only Invoice window will open
- Click Print
- Select your export method
Your customer return is now complete.
Comments
Please sign in to leave a comment.