How about a scenario where we have billed the customer for around 100 different products and they are returning only 1 product? How to take in only that single product to our warehouse and create a credit note based on what was returned?
while returning you will have the ability to record which product and how much quantity is going to be returned. Later you can create a credit note for the returned item only from the invoice, by removing the products and editing the quantity.
Curious why after return is refunded to customer and credit note is created and confirmed, it shows the negative amount in the sales order, but it does not show any of the updated totals and subtotals. Why is behavior like this, and is there something I need to toggle on to get that updated?
If the items are delivered then a return is created, why does the sales order show that none were delivered? (4:06 in video) This process also creates an OUT and the order looks like it should be shipped a 2nd time. If we are waiting for the return to be sent back, my shipping department sees this order as something they need to ship and would ship this order a second time. Is there a way to show that the item was shipped originally and then the return would not change the original order?
When the SO delivery has been completed, the delivered column in SO is updated as 1 and the same item is returned by the customer and received to stock, thus the delivered quantity becomes 0 in the SO. The delivery and return are based on the source documents, ie the sales order. That's why the delivery and return update the original sales order.
How does the refund look if you have charged the customer prior to shipment, then cancel/void the order and return their funds. Again, this scenario is when no material has been shipped from the supplier.
In case no material is shipped, you only need to create 1 credit note to refund the paid amount. Otherwise, the product and invoice have to be reversed.
Helpful video
Thank you @saj0cse
How about a scenario where we have billed the customer for around 100 different products and they are returning only 1 product? How to take in only that single product to our warehouse and create a credit note based on what was returned?
while returning you will have the ability to record which product and how much quantity is going to be returned. Later you can create a credit note for the returned item only from the invoice, by removing the products and editing the quantity.
what of partial refund
Curious why after return is refunded to customer and credit note is created and confirmed, it shows the negative amount in the sales order, but it does not show any of the updated totals and subtotals. Why is behavior like this, and is there something I need to toggle on to get that updated?
If the items are delivered then a return is created, why does the sales order show that none were delivered? (4:06 in video) This process also creates an OUT and the order looks like it should be shipped a 2nd time. If we are waiting for the return to be sent back, my shipping department sees this order as something they need to ship and would ship this order a second time. Is there a way to show that the item was shipped originally and then the return would not change the original order?
When the SO delivery has been completed, the delivered column in SO is updated as 1 and the same item is returned by the customer and received to stock, thus the delivered quantity becomes 0 in the SO. The delivery and return are based on the source documents, ie the sales order. That's why the delivery and return update the original sales order.
How does the refund look if you have charged the customer prior to shipment, then cancel/void the order and return their funds. Again, this scenario is when no material has been shipped from the supplier.
In case no material is shipped, you only need to create 1 credit note to refund the paid amount. Otherwise, the product and invoice have to be reversed.
Both mams have road jumps on neck ....hide it 😂😂😂