Creating a Sales Order Return; Customer Return of Parts, Items, or Inventory

This how-to video explains the process of managing sales order returns in 10X ERP. The guide walks through generating a return order linked to an original sales order that has shipped out, publishing it, and then confirming the return. Note that sales order returns are distinct from general credits and are used specifically when actual parts are being returned. It briefly mentions the next steps after the return, which include receipt of the item and issuing the appropriate credits, but those are included in a separate how to.

• Find an Associated Sales Order that Has Been Shipped
• Navigate to the 'Returns' Tab and Create a New Return Order
• Fill in the Details for the Return Order and Add Any Additional Fees (e.g., Restocking Fee)
• Publish and Send the Return Authorization to the Customer
• Confirm the Return and Prepare for Receipt of Returned Items
• After Receipt, Generate Credit for the Customer's AR Account