Return approvals
When to use this procedure
Use this procedure to return items that were released on approval back into your inventory stock. For example, if a customer takes a bassoon out on approval and then wants to return it rather than purchase it.
Steps to complete
Prerequisites: A customer must have an outstanding approval on his or her account to complete this procedure.
- On the Modules menu, point to Returns and click Return Approval.
- Select a customer account and click Select. The Return Approval window displays.
- Select the location where the approval was processed in the Location box, if necessary.
- Enter a date for the return in the Date box if different from the default value.
- Select the items to be returned in the Return grid by selecting the check box in the applicable rows.
- Enter the number of items being returned in the Qty Ret. column.
- Click Save. The Return Payments window displays where you can enter your payments to the customer.
Did you know? You can right-click in the Return grid to display a menu of options that will select or clear all or a group of items instead of selecting and clearing them individually in step 3.
To quickly enter today's date, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard.
PDF Downloads