Create/Authorize Returns

Create Return

From Order

Look under Shipment Information; if the order has met the pre-set criteria, a link will appear for Create Return. This will take you to the directly to the Return Items page for this order, bypassing the create new return and Return Header pages.

From Returns menu

• Go to the Order Manager
• Select the Returns menu item
• click Create new return

• Set the Return From Party and click Create New

Return Header

• Ensure the information is correct, updating if necessary. Click Return Items to continue.

Return Items

Select an existing order from which the items are being returned, and click Load order items for return.

Select each item being returned using the checkbox under Include?. For each item confirm or set the returned quantity, return price, reason, type (Refund, Store Credit, etc.) and item status (Returned, Defective, etc.).

Below the order items are the order adjustments. Select any adjustments that should be reversed, confirm the amount and select the type (Refund, Store Credit, etc.).

Below the order adjustments is you may also enter any other miscellaneous adjustment, with a description.

When you are finished, click Return Selected Item(s).

Find Existing Return

• From Order
  An Order report may show existing Returns already submitted against it. Click on the [Returns] link to view.

• By Return ID
  • Enter the known Return ID.
  • Lookup Return(s)

• By Party ID, UserLogin ID or Billing Acct.
  • Enter known data
    Under the Returns tab, enter the Party ID. All existing returns against this ID should be returned.
  • To limit returns ...
    Use the Status drop-down box and/or the Date filter to limit returns.

Authorize Return

Having found the return you have decided to accept, you will do the following:

• Confirm and complete requested details.
• Change the Status to Accepted.