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Return orders (#459)
* Add page for return orders * Add some intro patter, images * More docs and images * Add page for return order reports * Add doc for return order report functionality * Updates for report docs * Updates
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assets
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bom.mdbuild.mdcontext_variables.mdpack.mdpurchase_order.mdreport.mdreturn_order.mdsales_order.mdtest.md
sell
settings
101
docs/sell/return.md
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docs/sell/return.md
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---
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title: Return Order
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---
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## Return Orders
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Return Orders allow stock items (which have been sold or allocted to a customer) to be to be returned into stock, typically for the purpose of repair or refund.
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!!! tip "An Order By Any Other Name"
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A Return Order may also be known as an [RMA](https://en.wikipedia.org/wiki/Return_merchandise_authorization)
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### Enable Return Order Functionality
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By default, Return Order functionality is not enabled - it must be enabled by a *staff* user from the settings page:
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{% with id="enable-return-order", url="sell/return_order_enable.png", description="Enable Return Orders" %}
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{% include "img.html" %}
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{% endwith %}
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Once this setting is enabled, you can access the "Return Orders" page from the main navigation bar:
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{% with id="return-order-navbar", url="sell/return_order_navbar.png", description="Access Return Orders" %}
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{% include "img.html" %}
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{% endwith %}
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### Return Order Permissions
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[Permissions](../settings/permissions.md) for Return Orders are managed via the `return_order` permission group. Users are assigned appropriate permissions based on the groups they are part of.
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### View Return Orders
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A list of Return Orders is displayed on the *Return Order* index page:
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{% with id="return-order-index", url="sell/return_order_index.png", description="Return Order Index" %}
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{% include "img.html" %}
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{% endwith %}
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Various filters are available to configure which orders are displayed, and how they are arranged.
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### Return Order Status Codes
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Each Return Order has a specific status code, as follows:
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| Status | Description |
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| --- | --- |
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| Pending | The return order has been created, but not sent to the customer |
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| In Progress | The return order has been sent to the customer |
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| Complete | The return order was marked as complete |
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| Cancelled | The return order was cancelled |
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## Create a Return Order
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From the Return Order index, click on <span class='badge inventree add'><span class='fas fa-plus-circle'></span> New Return Order</span> which opens the "Create Return Order" form.
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A Return Order is linked to a specific customer, which can be selected from the list of existing customers
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!!! warning "Customers Only"
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Only companies with the "Customer" attribute enabled will be shown and can be selected
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{% with id="return-order-create", url="sell/return_order_create.png", description="Return Order Create" %}
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{% include "img.html" %}
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{% endwith %}
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Fill in the rest of the form with the return order information, and then click on <span class='badge inventree confirm'>Submit</span> to create the order.
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### Return Order Reference
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Each Return Order is uniquely identified by its *Reference* field. Read more about [reference fields](../settings/reference.md).
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### Responsible Owner
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The order can be assigned to a responsible *owner*, which is either a user or group.
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## Return Order Detail
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Indvidual Return Orders can be viewed via the Return Order detail page:
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{% with id="return-order-detail", url="sell/return_order_detail.png", description="Return Order Detail" %}
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{% include "img.html" %}
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{% endwith %}
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Here the details of the return order are available, and specific actions can be performed:
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### Edit Return Order
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The Return Order can be edit by selecting the <span class='fas fa-edit'></span> icon under the <span class='fas fa-tools'></span> actions menu.
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### Line Items
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Return Order line items can be added while the [status](#return-order-status-codes) of the order is *In Progress*. Any stock item which is currently sold or assigned to the particular customer can be selected for return.
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!!! info "Serialized Stock Only"
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Only stock items which are serialized can be selected for return from the customer
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### Extra Line Items
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While [line items](#line-items) must reference a particular stock item, extra line items are available for any other itemized information that needs to be conveyed with the order.
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## Return Order Reports
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Custom [reports](../report/return_order.md) can be generated against each Return Order.
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---
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title: Sales Order
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title: Sales Orders
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---
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## Sales Orders
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Sales orders allow to track which stock items are sold to customers, therefore converting stock items / inventory into externally sold items.
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Sales orders allow tracking of which stock items are sold to customers, therefore converting stock items / inventory into externally sold items.
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To access the sales order page, click on the <span class="badge inventree nav main"><span class='fas fa-truck'></span> Sell</span> navigation tab and click on <span class="badge inventree nav main"><span class='fas fa-list'></span> Sales Orders</span> option in the dropdown list.
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@ -16,16 +16,16 @@ To access the sales order page, click on the <span class="badge inventree nav ma
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Each Sales Order is uniquely identified by its *Reference* field. Read more about [reference fields](../settings/reference.md).
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### Create Sales Order
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### Create a Sales Order
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Once the sales order page is loaded, click on <span class="badge inventree add"><span class='fas fa-plus-circle'></span> New Sales Order</span> which opens the "Create Sales Order" form.
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A sales order is linked to a specific customer, select one in the list of existing customers.
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A Sales Order is linked to a specific customer, select one in the list of existing customers.
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!!! warning
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!!! warning "Customers Only"
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Only companies with the "Customer" attribute enabled will be shown and can be selected
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Fill out the rest of the form with the sales order information then click on <span class="badge inventree confirm">Submit</span>
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Fill out the rest of the form with the sales order information then click on <span class="badge inventree confirm">Submit</span> to create the order.
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#### Add Line Items
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