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.

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.