Return of Goods

Hyper allows its users to take back products that were sent / delivered to a client.

Introduction

When choosing the Tax Invoice tab, this area background will be differently colored and will contain fields and action buttons that allow the user to do the following actions:

• Create a new Return of Goods Note. For further information, please read the next section.
• Produce Origin Document. For further information Click here.
• Load Return of Goods Note. For further information Click here.
• Cancel / Retrieve Document. For further information Click here.

Create a new Return of Goods Note

In order to create a new Return of Goods Note, press the Create New button. This action will clear the Returned Items table.

The fields at the top of the table are used to define the addressee of the Return of Goods note. The "contact Person" field is used to choose a person that will be mentioned in the "Intended for" title of the document, while the "Apply To" title will be referred to the company. If this note should be referred to the contact person, choose "Contact Person" in "Directed to" field.

Setting and updating the Tax Invoices details is done in the following tabs:

Returned Items

In order to add items to the Returned Items table, use the Import Items for Return button and select the required item from the lists of Tax Invoices / Delivery Notes / Orders. The selected items will be added to the Returned Items table. Use this button to add additional items to the table.

Notes

After choosing the required items, the user can add notes to be displayed on the document. Use the "Notes" tab to add notes or any other relevant information. This tab is also used for modifying the client details (for this document only).

After adding the required items, use the Preview button.

Produce Origin Document

In order to produce the Return of Goods Note, press the Produce Origin Document button. The system will display a preview of the document. Press the OK button to approve it and produce the Return of Goods Note.

Load Return of Goods Note

Press the Load Document button to load an exist document of Return of Goods. Choose the required document from the list. After loading the document, the following action buttons will become available:

Print Certified Copy	By using this option, the user can produce a certified copy of the document. The system will add the title "Certified Copy" at the top of the document. Also, according to the definitions in the client card ("Send Official Documents to Primary Email" field), a digital copy can be sent to the client.
Change record	Previous / Next Record buttons, allow the user to browse through the records of the produced documents.
Cancel Document	The system allows to cancel a Return of Goods Note, as described in the next section.
Retrieve Document	Retrieve a canceled document, as described in the next section.

Cancel / Retrieve Document

The system allows to cancel a document or retrieve a canceled document. In order to cancel or retrieve a Return of Goods Note, follow the next steps:

1. Load the requested document, using the Load Document button.
2. Press the Cancel Document button.
3. Fill in the Cancellation Reason.
4. In the Receipt "Notes" label, you can find the Cancellation time, Cancellation Reason and the name of the user that made the cancellation.
5. The canceled Receipt can be retrieved by loading it and pressing the Retrieve Document button.