Easily Return Items from a Previous Sale

The new release of Answers allows an even easier way to start a return/credit memo to a customer based on a previous sale.  This is in addition to the many searches from the Detail tab of Order Entry that were available already that can assist with returns.  Users can now also easily start a new Sales Return, Sales Order or Quote by searching for a prior Invoice #, Order #, Customer P/O #, or Reference Number/field.  This can be done with the following steps:

1. Assign the next available order # to the Order, Return, or Quote as usual.

2. Click on Search-->Create Return from Prior Sales from the pull-down menu bar.

3. You will be offered 4 ways to search as listed above.

4. Once the desired number is entered and matching search results are displayed, select the desired transaction (if there is more than one  to select from).

5. You will then be taken to another search window listing all the line items on that transaction (invoice or sales order).

6. You can then choose to copy all lines, only a single line, or multiple selected lines from the previous transaction into the new Order, Return, or Quote.

7. When this feature is used, not only are the line items copied into the new Order, Return, or Quote, but also relevant header information is copied such as customer, ship-to address, P/O #, salesman, authorization, freight mode, etc.

This is very similar to starting an Order, Return, or Quote and entering the header information manually and then using the search options from the Detail tab to copy or return items from previous invoices or sales orders.  The advantage of this method is it will save steps and will also copy in relevant header information, especially when entering a return that is solely or primarily related to a single previous transaction, although other items could be added once started using this new feature, either manually or by searching from the Detail tab. 

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