Edit, copy, and cancel a return

Overview

Edit a return to correct an error made while creating the return record. Copying a return is a useful tool to use for transactions that you make regularly. Copying helps you to reduce data entry when creating recurring return records.

Who uses this feature

Managers
Applies to all business types

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
If you created a return and your invoice balance is not updating, make sure the return was created through the associated invoice and not through the Inventory module.

Edit a serial number on a return

Go to the navigation bar and click Inventory or Purchasing.
From the side menu, select Returns.
On the Returns screen that opens, click the Pending, Returned, or Credit Received tab.
Click on the return you want to edit.
On the return record that opens, from the Actions dropdown, select Edit.
Go to the Item List section and click the Editicon under the Serial Numbers column for the item you want to edit.
On the screen that opens, select a new serial number from the dropdown.
When you're done, click Save on the pop-up window and then on the Returns screen.

Edit a quantity on a return

Go to the navigation bar and click Inventory or Purchasing.
From the side menu, select Returns.
On the Returns screen that opens, click the Pending, Returned, or Credit Received tab.
Click on the return you want to edit.
On the return record that opens, from the Actions dropdown, select Edit.
In the Item List table, edit the quantity of an item on a return in the Quantity column.
1. If you increase the quantity, click the Edit icon in the Serial Numbers column and select the additional serial numbers you want to return from the pop-up.
2. If you decrease the quantity, click the Edit icon in the Serial Numbers column and remove the serial numbers for the item that you didn't return from the pop-up.
When you're done, click Save on the pop-up window and then on the Returns screen.

Copy a return

After copying a return, you can make edits to the copied return to create a new return.

Go to the navigation bar and click Inventory or Purchasing.
From the side menu, select Returns.
On the Returns screen that opens, click the Pending, Returned, Credit Received, or Canceled tab.
Click on the return you want to copy.
On the return record that opens, from the Actions dropdown, select Copy.
On the Create Return screen that opens, enter all the necessary details for your return.
When you're finished, click Create to create a new return. For more, see Create and complete a return.

Cancel a return

You can cancel a return if you decide to keep the item and haven't yet sent the return merchandise authorization form to the vendor.

Go to the navigation bar and click Inventory or Purchasing.
From the side menu, select Returns.
On the Returns screen that opens, click the Pending, Returned, Credit Received, or Canceled tab.
Click on the return you want to cancel.
On the return record that opens, from the Actions dropdown, select Cancel Return.
(Optional) On the Cancel Return pop-up window that opens, from the dropdown, select the reason for canceling.
When you're done, click Cancel Return.