View and Edit Return

This screen shows the details of the return. There are the following buttons which are available based on the status of the return:

• [Accept]: Accept the return. Only shown to users with the required permission.
• [Cancel]: Cancel the return. Only shown to users with the required permission.
• [Edit]: Edit the return.
• [PDF]: Prints the return as a PDF

The screen is divided into two parts. The top part shows the general information about the return:

• Return ID - Unique ID of the return. You can later find this return by this ID.
• Status - Current status of the return
• Customer - Name and ID of the customer
• Returned From - Drop down showing the customers' addresses for the return
• Returned To - Drop down of the warehouses where this item could be returned.
• Store Credit Account - Specify either an existing store credit account or a new one for the store credits issued for the return.

The lower part shows the return items. If you have just created the return it will show a list of items from the order which could still be returned. You can change the quantities and return prices and use the checkboxes to control whether the items should be returned or not. The field for "Reason" is for you to track why products are being returned. The field for "Processing" can be used to select whether the customer will receive a refund, store credit, or an exchange or replacement for this item. If you want to deduct any promotional discounts from the amount refunded or credited to your customer, or if you want to refund your customer's shipping charges as well, make sure you include them here. Click on [Return Selected Items] return the items you have selected.

Once you have chosen the items to return, the lower part of the screen will show the items to be returned. You can edit the items and remove them.

What happens after you accept the return will depend on the processing flag set for each return item:

• Refund will cause a refund to the original credit card. If this fails or if the original payment was not made by a credit card, a check will be issued in the "not paid" state. Go to the Financials > Payables >> Find Payment to look for payments of the type "Customer Refund" and status "not paid".
• Store credit will cause a credit to be issued to a customer billing account. You can specify whether to create a new account or add it to an existing billing account. You can find the billing accounts in Financials > Receivables >> Find Customer Billing Accounts.
• Replacement will cause a new order to be created for the items returned. When you go back to your order again, you will see "Link to Order XXXX" under the order items which are replaced. The new order can be found with its ID number. It will have the same items but with an order adjustment for the full value of the order, resulting in a net amount of 0. The order can then be shipped.
• Cross-shipment replacement