The RO App allows you to return a service or product from a client`s order to the inventory. Refunds are only possible for closed orders. Please note that a product can only be returned to the inventory if it was added from there.
How to create a return from a work order?
Follow these steps to return a product from a client`s order.
Step 1. Open the order for which you want to make a return.
Step 2. To the right of the status, click on the “Actions” button, and then click on “Process return.”
Step 3. Select the inventory to which you want to return the products.
Step 4. Specify the quantity of products to be returned, as well as the cell (if you use bin location). If the products are serialized, you need to select the appropriate serial numbers. Click on the “Save” button.
Step 5. Click the Create button to create a return. Click Save and process refund to first create a return and then proceed to process the refund in a new window.
Step 6. When returning with compensation, first click “Create” in the compensation window, then specify the responsible employee in the order expense creation window, select the payment form and the account from which the funds will be debited.
You can make a return “At the expense of debt”, i.e. not return the money to the client immediately.
Please note that in order to make a payment on account of debt, you must enable the corresponding right “Can make payments on account of client`sdebt” in the employee role settings.
Step 7. If necessary, change the comment and click on the “Save” button.
The completed return is displayed in the work order event feed, as well as on the Inventory > Returns > Client Returns page.
If a refund was created for the return, it will be displayed on the “Finance > Refunds” page.
Important: after processing the return, the products will be credited to the inventory, but the line with this item will remain in the order and will be marked with a special icon indicating that the products have been returned.
If you need to continue working with this customer (for example, to replace a defective part with another), you should create a new order instead of editing the closed one. We recommend that you do not continue working on closed orders, but create new ones for more accurate statistics and to avoid confusion in payroll calculations.
You can quickly create a new order based on the old one using the “Actions” button. Click it and then select “Continue in a new order.” This will open a window for creating a new order, which will already contain the customer and their product.