Create & Edit Product Returns

Creating Invoices

Invoices are created by clicking "Product Return" from the Invoice.

You will then be asked to confirm that you want to return all of the line items and quantities on the invoice. Please adjust the line items to reflect the products to return.

Multiple Product Returns can be generated from a single "Invoice".

Please note that if you make a change to the event after the "Product Return" has been generate, you will need to click the  button to push out those changes to the connected event (Product Return).

 

These will always be connected and shown through the lineage screen at the top of any "Event".  You can click on these connected events to navigate between them on the "Lineage" screen.

 

 

Editing Product Returns

Editing returns is easy.  Simply load the Product Return you wish to edit by clicking on the "Product Return" number to load it.

Now you can make any adjustments and click on the Save button to commit your changes.

Please note that any changes made to the line items or quantities on the right hand side of the screen will auto save.

If you wish to cancel or place an invoice on hold for any reason, you can do so using the drop down list showing the current status.

Please note that you will now only find these invoices by selecting the appropriate filter in the Invoice list.  In this case, Cancelled.

 

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