Inventory returned under warranty
Hi, we use the Inventory module of AccountRight. We sold a unit to a customer and he has returned it under warranty. It won't be put back into our inventory system, as it will be sent back to our h...
Hi sharnic
The way I would deal with that situation would be to create a credit note for that customer using a service layout, sell the customer that item and then apply that credit note to the invoice to close it. I've included the full process below:- Navigate to Sales>>Enter Sales
- Choose the Customer
- Click Layout and select Service before OK
- Enter a description, select an appropriate account (typically would be the original income account) and the desired amount as a negative
- Record the transaction.
- Navigate to Sales>>Sales Register>>Returns & Credits>>Ensure that you have that negative sale listed
- Navigate to Sales>>Enter Sales
- Choose the Customer
- Click Layout and select Item before OK
- Enter a sale for that item to that customer
- Once recorded, complete Step 6 again and navigate to the Returns and Credits
- Highlight that desired credit note before selecting Apply to Sale
- Apply that credit amount to the outstanding invoice before recording the Settle Returns and Credits transaction.
The following process will show that the item was sold to the customer a second time but will be closed by that credit note (which doesn't impact the item numbers in any way).
