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Creating a customer return from a job/sales order

Create a customer return from a job or sales order, choose the items and return location, then mark it received to book the items back into stock.

If you have already invoiced the customer, create a credit note from that to refund them. If that hasn't happened, create the invoice from the Job/Sales Order, excluding the returned items.

Select the items to return

1. Find the Job/Sales Order to base the return on.

Click "Multi-Select"

Job line items table with the Multi-Select button highlighted beside Apply, above columns like Alloc. Stock and Free Stock

2. Select the items to return.

If you select Reference (serial number) items, they will be removed from the client asset list. Non-reference items are not stored in the client asset list.

Item list with the 114209 Reference item checked and the checkbox for the non-reference 114209 (U) Stock Product highlighted

Create the customer return

3. Click "Create Customer Return"

Job record action buttons with the purple Create Customer Return button highlighted below Create Quotation

4. Set the inventory location return the item(s) to

Return Location dropdown on a customer return line open, with London selected from the list of inventory locations

Add items not on the job

5. You can add items that were not on the Job/Sales Order by clicking "Add Items" for non-reference items, and "Add Client Assets" for ones with serial numbers

Items tab of a customer return with the Add Items button highlighted next to Add Client Assets above the item list

6. Click "Add"

Item list with quantity set to 5 in one row and its purple Add button highlighted to add the item to the return

7. Click "×"

Product selection panel with Cost, Price and Quantity columns and Add buttons, with the close × button highlighted top right

Book the items into stock

8. Set the return location

Return Location dropdown open on a customer return line, with London highlighted among stock locations like Default and Aisle A

9. Change the status to "Received" to book the items in the inventory

Customer Return Draft status menu open with Received highlighted under Change Status To, to book items into inventory

Learn more: inventory in Zigaflow

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