How do I handle customer returns?

From time to time, Customers may need to return items to you. You can easily return these items from the original sales order by switching it to Advanced mode (if you’re not already using advanced mode). Please note: your order MUST be paid for you to be able to process a return.

  1. If you’re in simple mode (only two tabs at the bottom) click the Advanced tab to expand your order.
  2. Click Return tab.
  3. Click Autofill to copy the contents of the original order into this tab
  4. Remove any items from the list which are not being returned. When you’re finished only the items that are coming back to you should be in this table.
  5. Click Return in Full and give your customer their refund.
  6. Next move to the Restock tab and click Autofill again. This time the system will only carry over the items you’ve returned (not your whole order).
  7. Click Restock.*
  8. Click Save to save your changes.

If you like at this point you can print a credit note:
  1. Click Preview.
  2. Select Credit Note from the dropdown.
  3. Click Export from the preview window.

*If the item that is being returned is damaged you can either choose not to restock it (i.e. you would skip step 7 above) or you can return and restock it and then return it to your vendor as outlined here.

Yun Ling
Archon Systems
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+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
February 15, 2012