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Entering product returns |
See Also: Invoice Bundles,Enter Gifts and Demos,Automatic Mileage Product ReturnsTagging items as Product Returns is a little more involved than other options. Returns are entered into a new invoice. They may be included with other products that the customer is purchasing. With the product entered into the invoice, highlight the product/s as in the other examples, click on the Product Return button and click “OK” to confirm. The message will appear asking if you are returning the product/s to the company. Answering “No” will return the product to your inventory (if you’re tracking inventory) and tag the products in the invoice with a small “r” in the right column. Answer “Yes” if you are returning the products to the company and not back into your inventory. When you are returning products to the company, the system will ask if the product was defective. This is used to create the product return reports. Answer “Yes” if the product was defective and “No” if the customer did not like it. The system will tag products going back to the company with a capitol “R” and transfer the products into the current Product Return Pool. Product Returns are credited to the contact’s account. When products are returned to the company, the system adds the products to the Product Return Pool which tracks all products going back to the company. You can view the current product return pool by selecting “Current Product Returns” from the “Sales” menu. Sending Product Back to the CompanyWhen you are ready to send the product back to the company, the system will create 2 types of product return reports which are used to send the product back to the company. Creating a product return report also clears the product return pool to start tracking from 0. To open the Product Returns window, select “Create/View Prod Return Summary” from the “Sales” menu. To Create a Product Return Summary, click on the “Create” button. The system will prompt to confirm and prompt again when the summary has been created. When you create a product return, the system creates a product return summary from all of the products currently in your product return pool. The return is listed in the returns window with today’s date and your product return pool is cleared. To view or print the summary report, click on the created return in the Product Return window to highlight the return and click “View” to open the report. The report will display all contacts that returned product with the retail value along with the reason for the return. Product Return reports are displayed in the standard report window. See Reports The system can also create a report for the product return which displays each contact and the products that they’ve returned on a separate page of the report. To view the Product Return Detail, click on the product return in the Product Return window to highlight it. Next, click in the “View Detail” option to place a check in the view detail check box. Finally click “View” to open the product return detail report Deleting Product Return SummariesIf you should need to add an additional return to an already created product return summary, you can delete the return by highlighting it and clicking on the “Delete” button. Deleting a product return summary will add the products back to the product return pool. To remove product from the product return pool you must edit or delete the original invoices which placed the products into the pool in the first place.
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