How do I do a customer return?

There are many scenarios involving customer returns.  We present some examples below.  Videos are best viewed at full screen to show the resolution they were recorded with (HD 1920 x 1080).

Customer return, rework and re-dispatch.

In this video we show how to rework the total quantity sent to a customer with a rework works order and re-dispatch it to the customer on the same sales line.  We do not create NCR paperwork to keep it as simple as possible.

Using NCRs

One of customers has written a great description of how to do customer returns, including creating NCRs. See the link below:-

http://match-it.com/wp-content/uploads/2015/03/cusret.pdf

Buy/Sell returns

In this video by Dave Nichols talks about about extending a customer return back to the supplier as well for a buy/sell part.  It is rather old but the basic mechanism still stands.