If a customer returns stock that has been sold out of Jim2, you will use a Return from Customer (RFC). It will use price, quantity and serial number information from the original sale job(s) to raise a credit. You will not need to refer to the original invoice or sales job, because the RFC is referring to the same data. The RFC creates a credit for the customer.
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You will see some letters underlined in the field names within the header, eg. Cust#. Using Alt+ the underlined letter will jump you to the field beside that heading. |
A return authorisation number may need to be issued prior to the goods being received, providing both yourself and the client with a reference number that can be used to track the transaction. Use either the Jim2 Job or RFC# as the return authorisation number in each case.
When a return from customer is entered, it will put an entry into the customer's debtor record as a credit, regardless of whether the invoice has been paid or not.
You have a number of options in relation to this return/credit.
▪You can allocate the credit to the invoice, if it has not already been paid.
▪You can allocate the credit to one or more invoices.
▪You can give the customer a refund.
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If the customer is returning goods purchased prior to your Jim2 implementation, you will need to add a Debtors PO to create a credit. This will allow you to buy the stock, with its associated serial number, back from the customer. You will now owe them the value. |
Further information: