Modifying Return Order Information

Complete the following procedure to modify return order information.

To modify return order information

1. Tap Side Menu and then tap Returns to display the following:

   • The Returns list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. To update an existing return order, tap the record field that you want to update in the main pane, and update the field value.

   You must navigate away from the record to save your changes to it.

3. Create a new return order as follows:

   1. Tap New (the plus (+) icon) in the main pane.

   2. Enter the information for the new return order in the fields that appear, and then save the record.

      The following table describes some of the return order fields.

      Field Name	Description
      Order Date	Displays the date the order was created.
      Order Number	Displays the order number.
      Type	Displays the order type, such as, RMA Return and RMA Exchange.
      Status	Displays the status of the order. For example: Pending, New, Open, Booked, In-Transit, Shipped, Billed, Active, Paid, Closed, and so on.
      Account	Select an account to associate the order to.
      Location	Displays the account’s site location. This field fills in after you choose an account.
      Price List	Select a price list to associate with the order.
      Tax List	Select a tax list to associate with the order.
      Priority	Select a priority (High, Medium, Low, Urgent) for he order.
      Discount Percent	Select a discount to associate with the order if applicable.