Create Open Sales Order Returns

This article walks through processing an open sales order return in 10X ERP, from creating the return order to receiving the item back into inventory and issuing the customer credit. You'll learn how to pull items directly from a customer's invoice, choose a return resolution, and generate an RMA. By the end, you'll be able to complete the full return cycle.

• Create a New Return by opening the Sales Order screen and clicking the New Return button in the top right, which opens a return sales order.
• Enter Customer Information including your customer and all necessary details. Note that the Return Requested By field is required — select the appropriate contact here.
• Add Return Items by clicking Add Return Items, which brings up all invoices for the customer.
• Select the Invoice and Item you want to return; once selected, the invoice items populate at the bottom of the screen. Click Add to Return to bring the item onto the return order.
• Update the Quantity if the customer is only returning part of what was invoiced — the field defaults to the full invoiced quantity.
• Select a Return Resource to determine how the returned item is handled: Return to Stock, Vendor, Discard, or Inspect.
• Publish the Return Order and click OK to generate the RMA, which can then be printed or emailed to the customer.
• Receive the Item by going to Receipts, creating a new receipt, and receiving the item as a negative quantity. You can assign it to an existing lot or enter a new lot number, then update any needed information and publish.
• Create the Credit once the item is received, and click OK to generate the customer credit.
• Publish the Credit to finalize it.