Returns and Credits Management

Use Return and Credit Management to return products, kits, or nonstock products from your customer. You can run detailed reports, apply credits or rebilled orders, and other tasks.

Use the Sales Order Entry Return Setupcontrol maintenance record to activate different parts of the system when handling returns through Sales Order Entry, such as how to handle returning multiple items.

Use the following topic to assist you in your return and credit management:

• Returning Products

• Verifying Returned Products

• Categorizing Product Returns

• Returning Kits or Kit Components

• Returning Related Items

• Running the Nonstock Products Returned Report

• Running the Warranty Report

• Adding Warranty Information to Returns

• Running the Detailed Open Credits Report

• Crediting and Rebilling Sales Orders

• Running the Credit Reason Report

• Counter Returns Workflow

• Non-Counter Returns Workflow

• Managing Returned Goods Workflow

• Overriding Credit Holds or Denying Credit