Sales Returns & Credits
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      Create a sales credit note from a posted sales return order  

       Overview:

      • Learn to create a sales credit note from a posted sales return order.

      Why create a sales credit note from a posted sales return order? 

      A sales return order is considered incomplete until it is conclusively processed into a sales credit note. At that point, the customer's account is duly credited as requested. 

      How to post a sales return order into a sales credit note?  

      Here are steps to post your sales return order into a sales credit note. The steps depend on the location you’ve set up to receive the goods.  

      1. Search for Sales Return Orders from the top right-hand corner of your page and select the related link. 
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      2. The sales return order list displays. Select an existing sales return order on location where you’ve already received the goods that you want to post into a sales credit note. 

        Note: If you haven’t already, find out how to create a sales return order on location with an inventory put-away option enabled or warehouse put-away option enabled before you create a sales credit note from a posted sales return order on location.  

        Note: You can search for the sales return orders from the customer card or select Sales from the Wiise landing page, then select Sales Return Orders.  

      3. The sales return order card displays.  
        1. Select Home, then select Post. Select Post again.  
        2. A message box displays requesting you to select Receive, Invoice or Receive and Invoice. 
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          1. Select Receive and Invoice to complete the process. This action posts the sales return order and creates a corresponding sales credit note. 
          2. Confirm the posting. Select Yes to proceed.  
          3. A message box displays confirming that the sales returns order is posted into a sales cr/adj note.  
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          4. Select Yes to open the posted cr/adj note or No to stay on the page. 
      4. You’ve now posted a sales return order on location into a sales credit note.

      Note: The Adjustment Details section requires a reason code to be filled in before you can post the sales return order into a Sales CR/Adj note. The reason code cannot be left blank. You’ll need to update the Adjustment Applies-to field to the related order number. 

      Note: Once you’ve posted your sales return order into a sales credit note, you can print or email the sales credit note to the customer.  

       

      What’s next? 

      Find out how to raise a credit note using the Cancel action, using the Correct action or using the Corrective Sales CR/Adj note action.   

       

      Need more help?   

      No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.