Setting Up Return Reasons

 

Return reasons will require the clerk to select a reason for returns and exchanges. You can also enable 'Details required' for a more detailed reason.

Return reasons can be set up in the Inventory Settings window. From the Setup Menu select the inventory_settings_tab.png tab.

Inventory_Settings.png

 

On the right side of the screen you will find the Reason Setup section.

Reasons.png

Select the 'Reason Type' dropdown menu, and choose 'Return Reason'.

ReturnReason.PNG

Add new return reasons by entering the name of your reason into the 'Reason Name' field and then click 'Add'

ReasonName.PNG

If you want specific details about the return to be required, select the 'Details Required' field on applicable reasons and check the checkbox. This will bring up a window asking if you would like to change 'Details Required' to true, select 'Yes'.

DetailsRequired.PNG

Now when you process a return either through the return module or by manually changing the purchase quantity to a negative number it will open a 'Return Reason' window upon clicking 'Payment'. 

NegativeQTY.PNG

Here you can select your return reason through the dropdown menu and enter details about the return in the 'Details' field. You will not be able to advance until you select a reason and enter details if 'Details Required' is enabled.

ReturnPrompt.PNG

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk