A Guide to the Evergreen Trading System

Sales Return

There are two entry points for creating a new sales return.

  1. Return from a previous delivery order
  2. Ad-hoc return without any known delivery order

Steps to create a new sales return (from previous delivery order):

  1. Open the Delivery Order List: Application Menu - Sales Processing - Delivery Order
  2. Locate the delivery order and click the Create Sales Return link at the right side to open the Sales Return screen.
  3. Fill in the customer reference text box, if there is no reference no from customer, it may fill in with the invoice number.
  4. Tick the product lines which are to be returned and fill in the quantity to be returned.
  5. Choose the type of return: Credit Note / Replacement / Exchange.
  6. Click the Save button at the bottom of the page to create this sales return.

Steps to create a new sales return (ad-hoc returns):

  1. Open the Customer List: Application Menu - Sales Processing - Customer List
  2. Locate the customer and click the Add Sales Return link at the right side to open the Sales Return screen.
  3. Fill in the customer reference & reference no text box, if there is no reference no from customer, it may fill in with the invoice number.
  4. Check the Ship From and Bill To sections and make sure the contact / address information are correct.
  5. Select the products you need to include in this sales return by clicking the select icon next to the Product Code text box.
  6. Fill in the quantity / unit price for every product you selected.
  7. Choose the type of return: Credit Note / Replacement / Exchange.
  8. Click the Save button at the bottom of the page to create this sales return.

Steps to modify an existing sales return:

  1. Open the Sales Return List: Application Menu - Sales Processing - Sales Return - Sales Return List
  2. Locate the sales return you want to modify and click the Edit link at the right side to open the Sales Return screen.
  3. Make your modification and Click the Save button to confirm the changes.

Steps to cancel an existing sales return

  1. Open the Sales Return List: Application Menu - Sales Processing - Sales Return - Sales Return List
  2. Locate the sales return you want to cancel and click the Cancel link at the right side.