How To: Create a Stock Complaint from a Sales Order
Table Of Contents
If a customer reports an issue with a stock item, you can record the complaint directly from the Sales Order screen. The complaint will be linked to the selected stock item and will include a reference to the sales order.
Once the sales order is saved, the complaint will be available on the [ Stock | Detail | Complaints/Extended ] tab for that stock item.
Steps
- Open the Sales Order screen (show me how).
- Create a new sales order or open an existing sales order.
- Add the required stock items to the order.
- Select the stock item you want to add a complaint for.
- Right-click the item and, from the Context Menu, select:
- Actions
- Add Complaint
- Enter the complaint details in the dialog window.
- Click OK.
- Save the sales order and continue processing it as required.
Additional Information
The complaint is not added to the stock item immediately. It is created when the sales order is saved and will then be visible on the stock item's [ Stock | Detail | Complaints/Extended ] tab, together with a reference to the sales order.