How To: Create a Return for Stock Items with Extended Stock Descriptions

Extended stock descriptions can be added to the credit note as the result of a return. Returns are normally created from the original sales order as this creates an audit trail however, they can also be created from a customer's record, see How To: Create a Return from a Customer Record:

  1. Open a Sales Order screen (show me how).
  2. Find and open the Sales Order which contains the item to be returned.
  3. Green-select the item lines which are to be returned.
  4. Click on the Return button button.
  5. Click Yes to the create return for selected item(s) dialog box.
  6. Check the Move Stock On Process check box if required:
    • TICKED the levels of the stock being returned and any stock being sent out will be adjusted when the Process into Credit/Exchange button is pressed.
    • UNTICKED the the levels of the stock being returned and any stock being sent out will be adjusted when the return is issued.
  7. Tick the Credit Original Delivery checkbox if the original delivery charge is to be credited to customer.
  8. Tick the Charge Delivery on Exchange checkbox if the customer is being charged for the items being sent out to them.
  9. Tick the Copy Extended Descriptions checkbox.
  10. Check the quantities for the goods to be returned into the upper grid.
  11. Enter a Return Reason using the F4 look up for each return line.
    Note: Return Reasons must be set up, see How To: Configure Return Reasons.
  12. If required, the default processing type can be changed using the F4 lookup in the Processing Type column.
  13. If the item is to be returned directly to the supplier, select the Set Supplier button and set the supplier.
  14. Click on the direct exchange button to add the item to the lower exchange grid.
  15. Click on 'Yes' in the popup.
  16. Check the invoice address is correct by moving to the Invoicing tab.
  17. Check the delivery address is correct by moving to the Delivery tab.
  18. Add Notes, if required, in the Notes tab.
  19. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Sales Return.
  20. Once the goods have been returned the return will need to be processed.


  • The extended description will not appear in the exchange note unless it is set against the stock item or customer.
  • Please refer to the notes on returns and refunds for further information about using Refunds.
  • To preserve the original sell price and discounts for direct exchanges the sales order items must be moved from the upper grid to the lower grid using the direct exchange button the MOVE ROW DOWN button shows a green arrow pointing downwards. .

See Also

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