Return Approval window
Purpose
Use this window to return items that were released on approval and then returned to your store.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Returns and click Return Approval.
- Use keyboard shortcut Alt, M, E, R.
Diagram
The following thumbnail illustrates the Return Approval window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
|
(account) |
Displays the customer name. Click to view the account name, address, and other demographic information including phone numbers and email. |
|
Location |
Select the location where the approval was written, if different from the default. |
|
Ref# |
Displays the automatically generated invoice (reference) number (according to the system variable NextInvoice). This number may be changed, but must not duplicate any other invoice number. Note: Tri-Tech does not recommend changing this number. |
|
Date |
Displays the current date. This value may be changed if necessary. 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. This box supports F6 functionality; the Choose Date window opens. |
|
grid columns A right angle bracket (>) identifies the column currently used to sort the grid. This grid may be sorted by Date, Ref#, or SKU. |
|
|
Select |
Select this check box to select the item(s) to return. |
|
Date |
Displays the date on the approval. Click the column heading to sort the grid in ascending or descending order by approval date. |
|
Ref# |
Displays the reference (or invoice) number from the approval. Click the column heading to sort the grid in ascending or descending order by reference number. |
|
Qty |
Displays the number of items included on the approval. |
|
SKU |
Displays the SKU number of the item included on the approval. Click the column heading to sort the grid in ascending or descending order by SKU. |
|
Description |
Displays the description entered for the item on the approval. |
|
Amount |
Displays how much the items were "sold" for on the approval. |
|
Qty Ret. |
Displays the number of items to be returned. This defaults to the number of items on the approval. Click in the column to change the number if only a partial number of the items are being returned. |
|
Search Sku/Serial |
Enter a specific SKU or serial number to find that item on any approval for the customer. |
Buttons
| Item | Description |
|---|---|
|
Save |
Saves your changes and displays the Return Payments window where you can enter your payments for the customer. |
|
Cancel |
Returns to the previous window. |
