Orders & Invoices
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      Set up a simple sales return order

       Overview:

      • Learn to set up a simple sales return order.  

      Note: If you’re an inventory-based business and have turned on warehousing features in your location, then you’d need to process sales returns through a sales return order. 

      Why set up a sales return order? 

      Setting up a sales return order helps you to track returned items and ensures they are correctly added back to inventory. It also keeps your inventory and customer records accurate. 

      How to set up a sales return order? 

      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 New to create a sales return order. 
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        Note: Depending on your role profile, you can select Sales from the Wiise landing page, then select Sales Return Orders.  

        Note: Sales return orders can be created by staff for customers who return goods back to your company. When you receive items back from the customer, you post the quantity received and the quantity you choose to credit the customer.  
      3. The sales return order card displays.  
      4. Fill in the required fields for the sections, also known as fast tabs.  
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        1. General section: 
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          1. Identify the Customer Name you’re creating the sales return order for.  
          2. Update External Document No., with the reference that your customer identifies to.  
          3. Update Your Reference field to identify the related sales order or sales invoice.  
          4. Ensure the Posting Date is correct. This date is typically the date you receive the returned goods. 
          5. Sell-to Customer No.: This field will automatically populate based on the selected customer. 
        2. Lines section: 
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          1. Enter the Type, Item No., Quantity, and Location that reflects the sales order or sales invoice that you’re adjusting. Review the items, quantities and prices on the sales return order for accuracy. 
          2. Select the Location Code for which this sales return is required to be processed.  

        Note: If you’re creating an inventory pick or warehouse pick option enabled, your Location Code field will need to reflect the appropriately setup Location.  

        Note: You can setup a sales return order by using processes such Copy Documents or Get Posted Document Lines to Reverse the original order that will update your Lines section.  
        1. Adjustment Details Section:  
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          1. Use the drop-down to select the Adjustment Applies-to document number and then select a Reason Code for the credit note. 
        2. Review all the information on the return order to ensure accuracy. 
      5. Release the status of your sales return order. You’ve now created the sales return order. 

        Note: If your location is set up to Require Put-away and Require Pick, follow these steps before posting the sales return order into a credit note.  

        Note: If your location is set up to Require Receive and Require Shipment, follow these steps before posting the sales return order into a credit note. 
      6. Then, select Post.  
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      7. You’ll be prompted to either Receive, Invoice or Receive and Invoice. Select your option.  

      8. You have now posted the sales return order into a sales credit note which is reflected in the customer account.  

      What’s next? 

      Find out how to create a sales return order with inventory pick option enabled or warehouse pick option enabled.  

       

      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.