In Orderry, it’s possible to return services or products from a customer’s order back to the warehouse. Returns can be made only from closed orders. Please note that the product can be returned to the warehouse if it was added from there.
Create a return from an order
Follow these steps to make a return from an order.
Step 1. Open the Order profile from where you want to make a return.
Step 2. At the bottom, click on the button “More”, and then click on “Return on Order”.
Step 3. In the window that opens, specify the warehouse where you want to send the returned products. If the order contained only services, then you do not need to specify the warehouse.
Step 4. Specify the number of services and goods to be returned and the bin (when using bin locations). If the item is serialized, you need to input the appropriate serial numbers. Click on the “Save” button.
Step 5. Click on the “Create” button.
Step 6. In the window that opens, specify the cashier and the cashbox from where the money will be withdrawn.
You can make a refund “On account of debt”, meaning that the money refund for the client won’t be immediate.
Please note, that in order to post a payment against a debt, you must enable the corresponding access right “Can post payments against a customer's debt” in the settings of the employee role.
Step 7. If necessary, change the comment and click the “Save” button.
Important: after the return, the goods will return to the warehouse, but the list with the goods names will remain in the order, and you will not be able to edit or delete the item for which the return was made. Therefore, we recommend using client returns only in case of actually returning money to a customer, and not to correct errors in a closed order.
If you need to continue working with this client, then you need to create a new order (you can do it on one already created, using the “More” button). We don’t recommend continuing working in closed orders, but to create new ones for more accurate statistics and to avoid confusion in salary calculations.
The return can be deleted if necessary. Read more in this article.