Return Order |
  
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Orders must have been partially or fully received to be returned via the RETURN ORDER menu function. Orders that have already been returned (in part or full) cannot be returned a second time. The purpose of the RETURN ORDER function is to simplify the steps needed to return an order.
Enter or Search for the original Order number that is to be returned. The search icon allows orders with selected criteria to be searched. You can search either open or both open and closed orders, search by vendor or patient within a date range by location. A fully received order is considered "closed".
A list of orders that qualify for returning will appear based on the criteria selected. View any order by highlighting the order and clicking DETAILS. Select any order by highlighting and clicking SELECT or simply double-clicking on the order.
After selecting your Order to be Returned, you will be presented with the product details on that Order. Products on the Order will default to being Returned with the check box under the RETURN column. Ensure that only the items you wish to create a return order for are marked as RETURN with the check box.
Edit the QTY field if required.
Once ready to create the Return Order, click CONTINUE.
You will be prompted to confirm that you wish to create the Return Order.
If the company parameter has been turned on requiring a Credit Reason, you will be prompted for it now.
Now your new Return Order will open automatically.
The Return Order looks similar to a regular Order, just with negative quantities. This new Return Order will note the original order in red under the ORDER NUMBER field. The details for this Return Order within the header will be the same as the original Order.
Edits on products within this Order can be made using the ADD, CHANGE, DELETE, and INSERT button. The EXPAND/CONTRACT button will expand the products individual lines to see more information.
Notes can be added to this return order via the NOTES button.
Click CONTINUE when the return order is correct. The next ORDER TOTALS window will open displaying the subtotals. Confirm the sub-totals for this Return Order. To return to the previous screen press RETURN. To print click PRINT. To save and continue, press CONTINUE.