Deleting and Returning Products
Clik Service has the ability to return products allocated or despatched to any sales order, job sheet or invoice.
There are two options for returning items:
- Delete the item and it’ll be returned directly to its original stock location.
- Use the return function.
This option removes the item and updates the stock quantity accordingly.
Right-click on the product you want to remove and click on ‘Delete‘. The item will be de-allocated and returned to stock.
This option allows you to retain the originally allocated quantity but will show the amount returned. This allows you to keep any sale cost intact. If you choose this option, the auto allocates and dispatch flags will be disabled as the system would otherwise try to reallocate the item upon saving.
To return a material item allocated/dispatched, right-click on the item and select ‘Create Return‘.
Type in the amount you wish to return in the ‘Return Qty’ box and click ‘OK‘. The item(s) will now be returned.
You’ll be warned that auto allocation and dispatch is now disabled.
Click ‘OK‘ to finish.
You’ll now see the amount returned in the material list.