TABLE OF CONTENTS
- Overview
- Customer Return Fields
- Add New Customer Return
- Add New Customer Return Line
- Edit Customer Return
- Edit Customer Return Line
- Delete Customer Return
- Delete Customer Return Line
- Import Data From Excel Template
Overview
The Customer Return module allows users to create and manage customer return transactions independently, without linking to any Customer Order (CO). This provides flexibility for users to handle ad-hoc returns due to quality issues, customer complaints, or over-shipments that are not associated with a specific CO.
The Customer Returns List contains all submitted Customer Return records. Users can add new records, maintain item-level details, and track return processing statuses.
Customer Return Fields
| FIELD | DESCRIPTION |
|---|---|
Customer Return Header | |
Return Number | A number uniquely identifies the Customer Return. |
Customer Code | Identify the customer of the Customer Return (Must exist in Customers master) |
| Customer Name | Customer name auto-populated based on the Customer Code. |
Status | Current status of the customer return. Open: Return line is still in process. Line is not completely returned. Completed: Return line fully returned |
Doc Date | The date the customer return is processed. |
Ship Via | Identify the ship method |
| Return Date | Date on which the return is being processed. |
Notes | Any remarks related to the return. |
Customer Return Line | |
Return Number | A number uniquely identifies the Customer Return. |
Return Line | Sequence number of the item in the return. |
Warehouse | Identifier for the warehouse to which the item is to be returned. (Must exist in Warehouses master) |
Item | Item being returned. (Must exist in Items master) |
Description | Description auto-populated based on the Item Number. |
Status | Current processing status of the line item. Open: Return line is still in process. Line is not completely returned. Completed: Return line fully returned |
| Qty to Return | The quantity of item which the customer is authorized to return. |
UOM | Return line item’s unit of measurement (Must exist in UOMs master and UOM Conversions master if is not an item’s base UOM) |
Qty Returned | Quantity being returned by the customer. |
| Qty Required | The quantity remaining to be returned, calculated as Qty to Return – Qty Received. |
| Notes | Additional remarks for the specific return line. |
Add New Customer Return
Case: Adding a new Customer Return record.
1. In the Customer Returns List form, click the Add button.
2. Fill in all required fields.
3. Click the Add Line button to continue.
4. Fill in all required fields in the Return line.
5. Click the Save button to complete or click the Save& Add New Line button to add another Return line for the same Return document.
Add New Customer Return Line
Case: Adding a new Customer Return Line on an existing Customer Return.
1. In the Customer Returns List form, click the Return Number (highlighted in blue) which needed to add a new Return line.
2. In the View Customer Return form, click on the Add Line button.
3. Fill in all required fields in the Return line.
4. Click the Save button to save the Return line or click the Save & Add New Line button to add a Return line to an existing Return document.
Edit Customer Return
Case: Editing an existing Customer Return.
1. In the Customer Returns List form, click the Return Number (highlighted in blue) to make modifications.
2. In the View Customer Return form, click on the Edit button.
3. In the Edit Customer Return form, update the fields you wish to change.
4. Click the Save button to complete the editing.
Edit Customer Return Line
Case: Editing an existing Customer Return Line.
1. In the Customer Returns List form or View Customer Return form, click the Edit button of the Return Line to make modifications.
2. In the Edit Customer Return Line form, update the fields you wish to change.
3. Click the Save button to complete the editing.
Delete Customer Return
Case: Deleting a Customer Return .
1. In the Customer Returns List form, click the Return Number (highlighted in blue) to delete.
2. In the View Customer Return form, click on the Delete button.
3. Click the Yes button to confirm the deletion, otherwise, click the Cancel button.
Delete Customer Return Line
Case: Deleting a Customer Return Line.
1. In the Customer Returns List form or View Customer Return form, tick the checkbox for the line you wish to delete.
2. Click on the Delete button.
3. Click the Yes button to confirm the deletion, otherwise, click the Cancel button.
Import Data From Excel Template
1. In the Customer Returns List form, click the Import button and select the Excel file to import.
Note: Visit here and download the file "04-Import Templates" to import data. Kindly refer to the Opening Balance Migration guide for the file importation rules and constraints.
2. Click on the Import button.
3. Ensure the success message is displayed at the top right. Users can check the status and log file from the Background Task.