Eliza at 23:59, 2 March 2011

2011-03-02T23:59:12Z

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

2011-01-19T00:49:17Z

Created page with "<menu name=myMenu align=center> More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."

New page

<menu name=myMenu align=center>
More Detail=
[[Back Orders]]
[[Cash Sale]]
[[Convert To Supplier]]
[[Customer]]
[[Customer General Tab]]
[[Customer List]]
[[Delivery Docket List]]
[[Export Customer List]]
[[Invoice]]
[[Invoice List]]
[[Marketing Ratios Report]]
[[Merge Customers]]
[[Print Invoices]]
[[Product Express List]]
[[Quote]]
[[Quote List]]
[[Refunds]]
[[Sales Order]]
[[Sales Order List]]
[[Sales Pipeline]]
[[Sales Ratio Report]]
[[Sales Reports]]
</menu>
== Overview ==

← Older revision		Revision as of 23:59, 2 March 2011
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	</menu>		</menu>
	== Overview ==		== Overview ==
		+
		+	A Refund is created in order to receive products back from customers to give them money back or credit their account.
		+	A Refund works just as a negative Invoice and is a 'posting financial transaction' (it will 'touch' your accounts in the
		+	system).
		+
		+	Refunds must contain products (that in ERP, can be items, groups, services, projects, etc.). If the product is an
		+	Inventory Type or a Group item, the stock level will increase after a Refund is saved.
		+
		+	You can refund a customer by crediting their account, or by refunding them with the same method that they paid
		+	you, i.e. cash, credit card etc.
		+
		+	'''How To Create a Refund'''
		+
		+	*Select the 'Refund' button displayed within the Sales Tab
		+
		+	*Select a 'Customer' from the drop-down list
		+
		+	You will notice that the Customer's Address will flow through from the Customer's Card into the Refund form
		+
		+	The following fields in the Refund form will be populated from the Customer's Card:
		+
		+	- Refund To
		+	- Department
		+	- Terms
		+
		+	NB: You can manually change any of the above fields if you wish
		+
		+	*If necessary, change the Department using the drop-down list. The accounting figures of this Refund will flow
		+	through to this Department.
		+	*If necessary, change the employee responsible to this Invoice using the 'Employee' drop-down list
		+	*If necessary, change the payment term for this Refund in the Terms drop-down list. This is used when you are
		+	crediting the customer's account.
		+
		+	When you change the Terms, the''' Due Date''' field will change accordingly to reflect that term.
		+
		+	*Select a Product using the '''Name''' drop-down field.
		+
		+	When you select a product, its details populate from the Product Card into its line in the Invoice.
		+
		+	*If necessary, change the unit type from the 'Unit' drop-down list.
		+	*Type in the quantity the customer wants in the 'Qty' field.
		+	*Press the down arrow in your keyboard ( ) to add more products to the Refund
		+	*Select the Payment Method of this Refund
		+	*If it is to be credited to the customer's account, leave the 'Invoice' checkbox ticked
		+
		+	* If the Customer requires payment immediately, untick the 'Invoice' checkbox and select the payment method
		+	from the 'Payment Method' drop-down list.
		+
		+	*The Refund is done now. You can now save it, preview it or print it.
		+
		+	'''Saved Refunds will appear in the Invoice List.'''

Refunds - Revision history

Eliza at 23:59, 2 March 2011

Admin: Created page with " More Detail= Back Orders Cash Sale Convert To Supplier Customer Customer General Tab Customer List [[Delivery Docket List]..."