Process returns
Visma Net gives you the flexibility to manage various types of customer returns. Depending on your company’s return policies, you can use some of the predefined return types or create new custom order types for returns.
This part of the help provides information on processing customer returns.
Section Content
About predefined order types for customer returns
The predefined order types in Visma Net support a variety of returns, both those that involve advance authorisation and those that do not.
Process returns for credit (RC)
To credit a customer for returned goods, you create an authorised return for credit order (that is, an order of the RC order type) by using the Sales orders (SO301000) window.
Process cash returns (CR)
To process a return of items that were sold on a cash sale, you create a cash return order (that is, an order of the CR order type) by using the Sales orders (SO301000) window.
Process returns with replacement (RR)
To authorise a return with replacement of the same item or a similar item (or multiple such items) when no additional charges are involved, you create an order of the RR type by using the Sales orders (SO301000) window.
Process authorised returns (RM)
In the Sales orders (SO301000) window, you can create a generic authorised return or an order document of the RM order type when a customer wants to replace any returned item with an item with a higher price, or when shipping and handling fees are charged for returns.