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I would like to know how i can put goods back in stock when refunding without being linked to a sales order ?
The idea is to avoid manually create the credit note and manually create the incoming products.
Is there a way to create a return with the option to create the credit note, like we have when returning products ?
Here is how this works at version 9 (nothing is created manually):
1) Find the Delivery Order representing when you originally sent the Customer the items.
2) Click REVERSE.
3) Change the default quantity being returned to match what is actually being returned.
4) Click RETURN to create a Receipt.
5) Click VALIDATE to process the Receipt.
1) Find the Invoice representing when you originally Invoiced the Customer.
2) Click REFUND INVOICE.
3a) If the Customer has already paid you, select "Create a draft refund"
3b) If the Customer has not already paid you, select "Modify: create refund, reconcile and create a new draft invoice"
4) Enter a reason and the refund date and click CREATE REFUND.
5) Open and edit the Invoice to reflect what you are refunding, adjusting for restocking fees, shipping, etc.
6) Click VALIDATE to open the Invoice.
Use Payment Matching (from the Accounting Dashboard) if you need to apply the refund credit to another order, otherwise you can pay it and generate a check or other payment back to your Customer.
W.r.t your query, I have gone through it and tried to replicate it. Few recommendations which I would like to suggest you which might cater to your needs are as follows:-
As returning of goods is required,hence for the concerned order for which returning of goods is required we need to find out the Delivery Order of that Order. You can find it by going to any of orders(For eg. View Delivery Orders>Reverse Transfer)
On clicking on Reverse Transfer you can find that the required product for that concerned order can be returned and we also have the option to go for Invoicing based on your requirement. We can either select either Invoicing is required or not required.
Now on clicking on Return,you would land up on on the Returned Picking Page. You can check this by following Warehouse>Operations>All Operations>Your Company receipts(based on your configuration). Here you be able find your Returning order details(Eg. Refrence Number, Status etc..)
Now on clicking on the Returned Picking Order, you would have the option to transfer. Once transferred you would be able to see that your your order status is “Transferred”.
To view if the products in the Returning Order has been successfully moved or not you can see it under Stock Moves. This can be done by following Warehouse>Traceability>Stock Moves.
Now for the invoicing part :-
You need to go to Invoicing
Then under Customer Refunds menu, you need create a new Customer Refund
Click on Validate after Saving the Draft Refund
On clicking on Validate, you will land up on the Payment Registering Page. Here the amount would appear as Negative Amount as you are returning the amount. You can here now pay back the amount to the customer
You can also create a draft refund invoice which on validating will also land up on the Payment registering page.
In this way your query can be resolved and your requirements can be met.
Hope it helps
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|Asked: 2/17/16, 9:06 AM|
|Seen: 610 times|
|Last updated: 2/24/16, 5:32 AM|