Creating Sales Return Using Intercompany Sales Order

System allows users to create Sales Return using Intercompany Sales Order.

Sales Order transactions that are Partially or Fully Fulfilled or even those closed ones are allowed to be imported into the Sales Return.

To create Sales Return using Intercompany Sales Order:

  1. Go to SALES (Menu) > Sales Return (Side menu)

    Import button

  2. On Sales Return page, populate the Return Date

    Import pop up page

  3. Click on Import link located at the upper right corner. The import popup page is loaded with Import From defaulted to Sales Order value. Select Intercompany Sales Order from Import From dropdown.

    Intercompany Sales Order transactions that are Fully Fulfilled / Fully Billed are allowed to be imported into the Sales Return.

    Search button
    Search button

  4. Click on magnifying glass icon next to ID input field and search for an existing Intercompany Sales Order to import.

    Search
    Search results

  5. Select from search results. The Intercompany Sales Order search page will be automatically closed, and the Intercompany Sales Order ID will be defaulted on import pop-up page. Click Ok to import the record.

    Import pop-up page
    Import pop-up page

  6. Product details for return is populated in the item table grid and only Returned Quantity and Remarks fields are editable.

    Sales Return import result

  7. On the item table grid at the bottom, click on the Warehouse/Bin Location icon

    New Sales Return

  8. Scroll down to populate the item withdrawal details for the particular product that you selected. Search for the serial number by clicking on the magnifying glass next to Serial Number input field and select a record.

    New Sales Return
    New Sales Return

  9. Once the record is selected the Serial Number search page will be automatically closed and the Serial Number, Warehouse and Bin Location details are populated in the table.

    New Sales Return
    New Sales Return

  10. Provide Quantity value.

    New Sales Return

  11. Save the record. New Sales Return in draft status should be created and the Intercompany Sales Order Id is populated with the Intercompany Sales Order Id that the record was imported from.

    New Sales Return