On the ribbon, go to Tools > Options > Job > Customer Returns.
From this screen, the following options can be set, all of which will have a global impact, meaning that every user accessing quotes is affected by what is set up here.
Field |
Explanation |
|---|---|
Return Type is required for Customer Returns |
Tick this box to enforce adding a return type for all customer returns, eg. faulty goods, customer changed mind, etc.
Return Types must be created in Setups first. |
Use default Branch options |
Allows customer returns using the default branch-related options (if branches are enabled), rather than as per the original invoice. |