A Sale Return transaction may be raised from an original Sale Dispatch, saving the User from entering the same details again.
The procedure for raising a Sale Return from a Sale Dispatch is as follows:
Select Customer. Enter the Customer name, or use the [up/down arrow keys] on the keyboard, or click on the ? button for the Customer List, click to highlight and Select [F3].
Click on the "Select" button at the bottom left of the keyboard. This will bring up the list of available transactions.
Click to highlight on the applicable transaction (note that the Sale Return can be raised from a confirmed and completed transaction) and Select [F3]. Details relating to the Sale Dispatch will automatically appear.
Click on the box under the "Returned" column and enter the quantity returned. (This should be the same quantity as displayed in the "Delivered" column). Lines may also be Added or Deleted as necessary.
Note: If an item being returned is a "Serial Tracked" item, (that is, it has it's own unique serial number), Tracking details must be completed. This screen will appear automatically.
5. Process [F9], using the following options:
Process. The Sale Return will be confirmed and completed and will unable to be edited.
Hold. The Sale Return will be held in a Planned state and is still able to be edited.
Delete.
Close Source Transaction? Enter Yes if the Sale Return has been raised from an incomplete Sale Dispatch transaction and the processing is also required to complete the Sale Credit.
