Get started with returns
A return authorization records the products a customer is permitted to return and tracks them from approval through item receipt and customer credit or refund. Use Menu > Sales > Returns to manage authorizations, create a standalone return, or start from an eligible sales order or invoice to retain the source transaction and items.
Open Menu, and then select Sales > Returns. From the Returns page, you can search and filter authorizations, create a standalone return, or use row actions allowed by a return’s status. You can also create a return from an eligible sales order or invoice to preserve the link to the original transaction.
The typical process is:
- Create and submit a return authorization.
- Receive returned inventory when the item is physically returned.
- Create a credit memo for the accepted return.
- Leave the credit available for invoices or create a customer refund.