In Orderry, it’s possible to return services or products from a work order. Refunds can be made only from closed work orders. Please note that the product can be returned to the warehouse if it was added from there.
Create a refund from a work order
Follow these steps to make a refund from a work order.
Step 1. Open the Work Order profile from where you want to make a refund.
Step 2. To the right of the status, click on the "Actions" button, and then click "Refund".
Step 3. Specify the warehouse where you want to send the returned products. If the work 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 product is serialized, you need to specify the serial numbers. Click on the “Save” button.
Step 5. Click on the “Create” button.
Step 6. Specify the cashier and the cashbox from where the money will be withdrawn.
You can make a refund “Due to balance”, meaning that the money refund for the client won’t be immediate.
Please note, that in order to make a payment against a debt, you must enable the corresponding access right “Can make payments against customer debt” in the settings of the employee role.
Step 7. If necessary, change the comment and click the “Create” button.
The generated return is displayed in the work order event feed and also on the “Finance > Refunds” page.
The refund can be deleted if necessary. Read more in this article.
Important: after the return, the products will return to the warehouse, but the list with the product names will remain in the work order, and you will not be able to edit or delete the product or service for which the return was made. Therefore, we recommend using client refunds only in case of actually returning money to a customer, and not to correct errors in a closed work order.
If you need to continue working with this client, then you need to create a new work order. 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.
You can quickly create a new work order based on an old one using the Actions button. Click it and select "Continue in new work order". This will open a window for creating a new order with the client and their asset details already specified.