There are several ways to create orders, via api, edi, import or manually via the user interface. Below we will discuss the manual return order form and explain each field how to use it, where predefined data comes from, how certain fields are affected based on configuration and where this configuration is located.
There are three ways to create a return order:
- Navigate to [Orders] > [Create] and click [New return order]
- Double click on [Orders] to get the Orders overview and hover on the elipses top-right and click on [New return order]
- Show a completed sales order from the [Orders] > [By state] > [Completed] overview and hover on the elipses top-right and click [Create return order].
Basic
Related Order
A dropdown to search and select, or a pre-populated field derived from a completed sales order.
Customer Reference Number
An optional, but unique text field used as a reference. This field could only use duplicate values, if existig order(s) have been cancelled.
Reasons
A pre-defined search and select optional drop-down, configurable from [Admin] > [Carrier & Services] > [Reason].
Shipping Method
A system pre-defined list that could be configured as a default by Order type, Location through [Admin] > [Settings] > [shipping] > [Default shipping method].
Customer
A list of pre-defined customers, taken from the customers overview. It is an optional field, but if no customer is selected a delivery address will need to be filled in manually using the [Delivery] tab.
Destination Location
A mandatory field that lists a predefined selection of all active locations, retrieved from [Admin] > [Warehouse] > [Locations] and the [Accessible by Accounts locations] (configured for each location separately), where the return order is to be received.
Pickup
Pickup contact and address details will be pre-populated if this information is available from the customer contact.
Company Name
An optional text field, which represents the name of the company from which to pick up the package.
First Name
An optional text field, defining the name from which to pick up the package.
Last Name
A mandatory text field, defining the surname from which to pick up the package.
Address Lines
A mandatory multiline text field, defining the pickup address line(s).
Postal Code
A mandatory free text field to define the pickup postal code.
City
A mandatory free text field to define the city from which to pick up the package.
State or Province
A free text field to define the state or province from which to pick up the package.
Country
A search and select dropdown to find & select the pickup country.
Phone number
An optional validated numeric input field.
Fax number
A nummeric field to define the pickup fax number.
An optional validated pickup contact field.
VATIN
A value-added tax identification number is an identifier used in many countries, including the countries of the European Union, for value-added tax purposes. For more information VATIN.
EORI Number
An Economic Operators Registration and Identification number (EORI number) is a European Union registration and identification number for businesses which undertake the import or export of goods into or out of the EU. For more information EORI Number.
Chamber of Commerce Number
A chamber of commerce, or board of trade, is a form of business network, for example, a local organization of businesses whose goal is to further the interests of businesses. For more info Chamber of Commerce Number.
Billing
If no billing information has been entered it will be done automatically when the order is created.
Company Name
An optional text field, that represents the name of the company to bill to.
First Name
An optional text field, defining the name to bill to.
Last Name
An optional text field, defining the surename to bill to.
Address Lines
A multiline text field, defining the billing address line(s).
Postal Code
A free text field to define the billing postal code.
State or Province
A free text field to define the billing state province.
Country
A search and select dropdown to find & select the billing to country.
Phone number
An optional validated numeric input field that may be set mandatory through [Admin] > [Settings] > [sales orders] > [Required delivery contact fields].
Fax number
A nummeric field to define the delivery fax number.
An optional validated contact field that may be set mandatory through [Admin] > [Settings] > [sales orders] > [Required delivery contact fields].
VATIN
A value-added tax identification number is an identifier used in many countries, including the countries of the European Union, for value-added tax purposes. For more information VATIN.
EORI Number
An Economic Operators Registration and Identification number (EORI number) is a European Union registration and identification number for businesses which undertake the import or export of goods into or out of the EU. For more information EORI Number.
Chamber of Commerce Number
A chamber of commerce, or board of trade, is a form of business network, for example, a local organization of businesses whose goal is to further the interests of businesses. For more info Chamber of Commerce Number.
Comments
Comments
Comments such as instructions, questions, remarks for personnel processing the order.
Basic
Product
A drop down to search & select products or packing material taken from [Products] or [Admin] > [Warehousing] > [Packing materials] respectively. Search by product number or packing material number, product ean / upc, product name or packing material name. Only products and packing material will be displayed in state published while expired or concept will not. If the return order is related to a sales order, the product(s) in the drop-down will match, unless the over receive or over receive different product is enbabled, configurable from [Admin] > [Settings] > [Receiving]
Quantity
A mandatory numeric input field indicating the number of product(s) per order line to return and is validated against the sales order.
Status
A required field to indicate whether the product being returned is defective or new.