How to Create a Return

Owned by
Former user (Deleted)
Last updated: Aug 23, 2017
1 min read

This step-by-step guide describes how to create a return type transaction. A return transaction is used when either shipping inventory back to to a supplier/consignor or receiving returned inventory from a customer/consignee. Depending on the situation inventory can be shipped or received against a return.

Step-by-step guide

  1. Navigate to the transaction page from the main menu: Shipping > Transactions
  2. Click the + Add Return button.
  3. Enter an Order Date, Ship Date, and Delivery Date for your order.
  4. Optionally select a Status.
  5. Optionally specify a Transaction No. This is a unique transaction identifier. A unique number is automatically generated for you.
  6. Optionally specify a Reference No. If this return is intended as a linked transaction leave this field blank as it will be overwritten. See How to Create a Linked Transaction for more information.
  7. Optionally select a Supplier. If this return is intended as a linked transaction the Supplier must be a linked contact. See Linked Contacts for more information.
  8. Optionally select a Shipping Address. This field will be short listed to addresses for the specified Supplier . If no addresses appear in this list you can add new addresses for your customer contacts via the contact manager. See How to Add Contact Addresses for more information.
  9. Optionally select a Shipping Location. This is the warehouse you are shipping from.
  10. Optionally enter any relevant Notes or Comments.
  11. Optionally add line items and adjustments. See How to Create Transaction Line Items and How to Create Transaction Adjustments for more information.
  12. Click the Save Return button to save the transaction.



https://www.croptracker.com