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Making a Return to Store Credit in the Back Office v2015

The following guide is a tutorial on processing returns as a Store Credit in the ERPLY Back Office. Note that the original sale must be completed and have a payment associated with it before continuing with a return. This process works with both sales that were taken at the Point of Sale or in Back Office itself. For returning products from a Sales Order, please review our Purchase Return document.

Locate the original invoice, receipt, or other document.

invoicelist

 

Once opened, click on the elipses (…) icon. This will open up a pop up window.

morebutton

 

From this window, select “Return/Credit.”

returncredit

 

 

This will create a Credit Invoice with all the products from the original document, but with a negative amount.

creditinvoice

 

From here, you can choose which items are being returned. In this example, we will be returning all items on the original sale, so no changes need to be made. Once finalized, save and confirm. After confirming, the customers account balance will update and the credit invoice will be associated with the original document. 

Below is the payments associated with the original Invoice. A Credit Invoice payment has been added.

Screen Shot 2016-02-17 at 4.05.07 PM

 

Below is the payments associated with the Credit Invoice. A Credit Invoice payment with a negative amount has been added.

Screen Shot 2016-02-17 at 4.05.56 PM

 

You can view the customers balance by searching for them, or by clicking on their name in the invoice list.

 Screen Shot 2016-02-17 at 3.39.23 PM

 

You can also get a line by line report of their balance by clicking “See Balance Report.”

custbalrep

From here, you can access all documents associated with the customer as well as review their balance in detail. Notice that they have a positive credit amount total and a negative balance. This means they have a credit amount available to spend.


Relation between the original invoice & return (credit invoice)

Under the SALES module, go to ‘Invoices’, enter either the original Invoice #, or the credit Invoice (return) #

Once located, you will notice that the related document is listed on the far right  of the line. Here you can see the Credit Invoice # (100013K), and the related Invoice (100012):

linked

Clicking on the related document number after the ‘<‘ or ‘>’ will open it for review.

 


Related Guides

Sales Document Definitions

Purchase Return

Extending Store Credit

Adjusting Customer Account Balance