Return invoiced items (Instant, CNC & PNP)

Return instant, Click&Collect & PNP items.

This tool is ONLY for invoiced items – Instant, Click & Collect and PnP

Step 1
Mark the line and click Return items (Instant CNC, PNP)

You can only mark one at a time.



Step 2
Fill in the quantity you want to return for the item.

Maybe the customer bought 5 Bulk vases and only wants to return 2.

Then you should change the quantity to ‘2’. Afterwards fill in the warehouse you want to return it to.

Click ‘OK’




Step 3
Return the rest of the items that needs to be returned. Remember to return all Collies of the item.

Now you can see the minus lines in your sales order, and you can proceed to return the money to the
customer.


Remember to send a new order confirmation to the customer.




Return Payment Policy
When we return money to our customers because they return items or make changes to their order, the general policy is that we return the payment the same way it was paid.

• Payment by bank transfer – Return payment by bank transfer
• Payment by cash – Return payment by cash
• Payment by credit card – Return payment by credit card

The policy applies to all our payment methods.
If we have a situation where it is not possible to follow the policy, make sure to add a note about it on the sales order. This could be a case where the order was paid by cash, but you do not have enough in your petty cash to pay back the same way.

(If you do a return payment by bank – make sure to follow the correct steps from Handle return payments in D365 )