Credit a Sales order that contains a PZ Lot Batch Item Code - Full Part Refund

Credit a Sales order that contains a PZ Lot Batch Item Code - Full Part Refund


Refund/Credit a Sales order that contains a PZ Lot Item Code - Full or Part Refund (Credit)


In Point of Sale, Go to Other sales > Refund

Enter the Sales Order number > Y for Full Refund or N for Part Refund

 

Note: If you have not searched, and don’t have the customer on screen, the system will ask if you want to change it from a cash sale to the customer the sale was originally done for.

Note: The system may recognise the OE Part number linked to the Sales Order, if so, click Select Lot and OK the qty being returned, if not, you will be required to enter the OE number,

If you have selected to do a (N) Part Refund, The Point of Sale screen will have no parts showing, enter the PZ item code, to continue the Refund.



Select Entry, and enter the Lot OE Number into the reference field and enter through to the QTY To Pick Field, enter the QTY 

 


With the sale on screen, select the applicable tender type or Charge Account if a Trade Customer.






Enter a reason for the Refund, this is a free text into the field.



The refund/Credit is now Complete.





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