Create a return authorization from a sales order

Create the return from a sales order to preserve the link to the original order and carry its eligible items into the return. Open Menu, and then select Sales > Sales orders.

Before you begin

The sales order must have fulfilled items available to return.

To create a return authorization from a sales order

1. Open Menu, and then select Sales > Sales orders.
2. For the sales order, open its row Actions menu, and then select Create return authorization.
3. On New return authorization, verify that Created from identifies the sales order.
4. Review Return start date, customer, receiving location, addresses, tax information, purchase order, memo, and discount.
5. Remove item lines that are not being returned. For each returned item, edit and confirm the quantity, rate, and discount, and then select the check mark.
6. Select Submit.

QuickStart creates and starts the return authorization.