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.

Asset 'Actions' drop-down

Check the option to return this asset to stock (pictured below). Save the asset:

'Add to stock available' toggle

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.

Sales order link (highlighted)

If an Invoice has already been raised, create a credit note.

  1. Click on Actions, ‘Generate Credit Note’
  2. Complete the Credit Note.

To reissue new items, create a new sales order and dispatch the items separately.

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