Return Order Wizard

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Return Order Wizard

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The Return Order Wizard in Insight Works Counter Sales provides order processors with a streamlined workflow for handling return orders. The Return Order Wizard can be accessed from the role center page for the Counter Sales Order Processor or Counter Sales Manager roles:

The Return Order Wizard guides the user through the following steps:

Posted Counter Sales Invoices

Using the Posted Counter Sales Invoices page the order processor can find the previously posted order relating to the return. Once the posted order is selected clicking the OK button will open the Posted Counter Sales Invoice Lines page where the order processor can specify the quantity to return from the posted order. The following actions are available in the page ribbon to set the quantity to return:

  • Increase Qty. to Return by 1 to increase the Qty. to Return for the selected line by one unit.
  • Decrease Qty. to Return by 1 to decrease the Qty. to Return for the selected line by one unit.
  • Edit Qty. to Return to open a dialog page where the user can manually enter the Qty. to Return for the selected line.

Once the quantity to return is set clicking the OK button will prompt the user to select one of the following options:

  • Refund Only to create a counter sales return order with the lines set based on the previously set quantity to return and with the customer’s initial payment for those lines set to be refunded.
  • Refund & Replacement Order to create a counter sales return order with the lines set based on the previously set quantity to return and with the customer’s initial payment for those lines set to be refunded and create a new counter sales order based on the lines returned.
  • Deposit & Replacement Order to create a counter sales return order with the lines set based on the previously set quantity to return and create a new counter sales order based on the lines returned with the customer’s initial payment for those lines set as a registered deposit.

Selecting one of the options above and clicking the OK button will open the Counter Sales Return Order page with an initialized order set for the return.

Counter Sales Return Order

The Counter Sales Return Order page displays the return order details and allows the user to record the terms of the agreement with the contact, process customer refunds, and post the return order as received or as received and invoiced. The next section describes the features available from the Counter Sales Return Order page.

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