Handling customer returns
If a customer returns a product:
Find a record for the asset in the Asset Register by searching for the product’s serial number. Once ready to receive the returned product, select 'Receive Asset' from the Actions drop-down.
Check the option to return this asset to stock (pictured below). Save the asset:
Next, you may need to issue a Credit Note.
On the Asset’s Dashboard page, click on the sales order link, to view the sales order.
If an Invoice has already been raised, create a credit note.
- Click on Actions, ‘Generate Credit Note’
- Complete the Credit Note.
To reissue new items, create a new sales order and dispatch the items separately.