Accounting for returns

[jmedinger]

A customer of mine wants to be able to mark specific items in the order section of Catalog V5 as returned so that they don't screw up the Sales Analysis reports.

Does anyone know if this is possible (surely it must be!)

Cheers

Jos

[cdicken]

In the 'Line Items' tab, you can create an adjustment of the same amount as the order line you want to mark as returned. This effectively serves as a credit note and will affect the Sales Analysis totals accordingly.

You can also 'Cancel' order lines, even on orders that have been completed.

[jmedinger]

Thanks Chris,

Do you know whether this adjustment appears in the Salas Analysis as anything identifiable? (like including the text field that you type in to explain the adjustment)

Obviously my client wants to be able to identify the number and cost of returns and also hopefully to have Actinic understand when an item has been returned and update stock lecels accordingly.

Jos

[cdicken]

It will affect the order total at the top of the Sales Analysis, but the item ordered will still appear in the 'top ordered products' summary, even though it has been returned.

[Jan]

Originally posted by jmedinger

Obviously my client wants to be able to identify the number and cost of returns and also hopefully to have Actinic understand when an item has been returned and update stock lecels accordingly.
Jos

If you cancel the item the stock levels are updated and you can then add a comment saying why this was cancelled. You could code the comment so that if it was a return it started with "Returned:". You could then quite easily extract the details from the database with a SQL query along the lines of

SELECT OrderDetail.ProductReference, OrderDetail.QuantityCancelled, OrderDetail.sCancelMessage
FROM OrderDetail
WHERE (((OrderDetail.sCancelMessage) Like "Returned:*" AND OrderDetail.QuantityCancelled <> 0))

If it is important to her to omit cancelled items from the sales analysis report then you could edit the sales analysis report to do this and then possibly add a section to the end to list the cancelled stats.

Regards

[divotmat]

when you stated that an adjustment could be made on the line item and that a "credit note" would be created, does this mean that the customer's CC would be credited automatically or is there another means under which this would happen?

thx.

[Jan]

The credit card will not be automatically credited if you make an adjustment you would have to manually issue a refund.

Regards,