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

Table Of Contents

Create the Return
Additional information
You can copy extended stock descriptions onto a Credit Note when creating a Return.
Where possible, create the Return from the original Sales Order. This maintains an audit trail between the original order and the Return. You can also create a Return from the customer's record if required. See How To: Create a Return from a Customer Record.

Create the Return

  1. Open the Sales Order screen. If you need help, see How To: Open a Sales Order screen.
  2. Find and open the Sales Order containing the item you want to return.
  3. Green-select the item lines you want to return.
  4. Click the Return button.
  5. When prompted to create a Return for the selected items, click Yes.
  6. Choose whether to tick Move Stock On Process:
    • Ticked: The stock levels for the goods being returned and any goods being sent out are adjusted when you select Process into Credit/Exchange.
    • Unticked: The stock levels are adjusted when the Return is issued.
  7. Tick Credit Original Delivery if you want to credit the customer for the original delivery charge.
  8. Tick Charge Delivery on Exchange if the customer should be charged delivery for the replacement items being sent to them.
  9. Tick Copy Extended Descriptions to copy the extended descriptions to the Return.
  10. Check the quantities of the goods being returned in the upper grid.
  11. Enter a Return Reason for each return line using the F4 lookup.
Note: Return Reasons must already be configured. See How To: Configure Return Reasons.
  1. If required, change the default Processing Type using the F4 lookup in the Processing Type column.
  2. If the item is being returned directly to the supplier, select Set Supplier and choose the required supplier.
  3. If you are creating an exchange, use the appropriate button to move the item to the lower exchange grid.
  4. Click Yes when prompted.
  5. Open the Invoicing tab and check that the invoice address is correct.
  6. Open the Delivery tab and check that the delivery address is correct.
  7. Add any relevant information in the Notes tab.
  8. Press Ctrl+S or click Save to save the Sales Return.
  9. Once the goods have been returned, process the Return as required.
Khaos Control includes dedicated guidance for creating and processing Returns, including Returns with extended stock descriptions. 

Additional information

  • The extended description will not appear on the Exchange Note unless it has been set against the stock item or customer.
  • For more information about refunds, see Returns - refunds.
  • For a direct exchange, use the direct exchange button to move the Sales Order items from the upper grid to the lower grid. This preserves the original selling price and discounts.

See Also


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