b4985d21eb
* 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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title
| title |
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| Return Order |
Return Orders
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.
!!! tip "An Order By Any Other Name" A Return Order may also be known as an RMA
Enable Return Order Functionality
By default, Return Order functionality is not enabled - it must be enabled by a staff user from the settings page:
{% with id="enable-return-order", url="sell/return_order_enable.png", description="Enable Return Orders" %} {% include "img.html" %} {% endwith %}
Once this setting is enabled, you can access the "Return Orders" page from the main navigation bar:
{% with id="return-order-navbar", url="sell/return_order_navbar.png", description="Access Return Orders" %} {% include "img.html" %} {% endwith %}
Return Order Permissions
Permissions for Return Orders are managed via the return_order permission group. Users are assigned appropriate permissions based on the groups they are part of.
View Return Orders
A list of Return Orders is displayed on the Return Order index page:
{% with id="return-order-index", url="sell/return_order_index.png", description="Return Order Index" %} {% include "img.html" %} {% endwith %}
Various filters are available to configure which orders are displayed, and how they are arranged.
Return Order Status Codes
Each Return Order has a specific status code, as follows:
| Status | Description |
|---|---|
| Pending | The return order has been created, but not sent to the customer |
| In Progress | The return order has been sent to the customer |
| Complete | The return order was marked as complete |
| Cancelled | The return order was cancelled |
Create a Return Order
From the Return Order index, click on New Return Order which opens the "Create Return Order" form.
A Return Order is linked to a specific customer, which can be selected from the list of existing customers
!!! warning "Customers Only" Only companies with the "Customer" attribute enabled will be shown and can be selected
{% with id="return-order-create", url="sell/return_order_create.png", description="Return Order Create" %} {% include "img.html" %} {% endwith %}
Fill in the rest of the form with the return order information, and then click on Submit to create the order.
Return Order Reference
Each Return Order is uniquely identified by its Reference field. Read more about reference fields.
Responsible Owner
The order can be assigned to a responsible owner, which is either a user or group.
Return Order Detail
Indvidual Return Orders can be viewed via the Return Order detail page:
{% with id="return-order-detail", url="sell/return_order_detail.png", description="Return Order Detail" %} {% include "img.html" %} {% endwith %}
Here the details of the return order are available, and specific actions can be performed:
Edit Return Order
The Return Order can be edit by selecting the icon under the actions menu.
Line Items
Return Order line items can be added while the status of the order is In Progress. Any stock item which is currently sold or assigned to the particular customer can be selected for return.
!!! info "Serialized Stock Only" Only stock items which are serialized can be selected for return from the customer
Extra Line Items
While 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.
Return Order Reports
Custom reports can be generated against each Return Order.