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Approve a return request and process replacement goods

Procedure​

  1. Open Sales > Sales return requests and choose the applicable return operation. Link the original sale, customer, returned items, quantities, batch and expected return date.
  2. Select the actual compensation method. For replacement, fill replacement items and verify replacement price and any payable difference.
  3. Inspect the request’s available statuses for the configured order usage mode. Submit a request in the pending-approval state through the supported approval process where required.
  4. After approval, process the returned goods through Process goods returns and the separate warehouse receipt required by that warehouse.
  5. Prepare replacement stock and mark the appropriate shipment action; verify any payment-before-shipment requirement before creating the sale/shipment documents.
  6. Reconcile returned/replacement quantities, price difference and settlements, then complete or reject the request. If replacement cannot be supplied, cancel only the remaining line with its real reason.
  7. If goods differ from the documented return, use the supported discrepancy workflow and review the proposed changes before altering a posted return.

See also: Use return credit, refund money or correct a sale price, Register and resolve a customer complaint.