Customers can return items for various reasons. For example, an item might be defective, or it might not meet the customer’s expectations. The return process starts when a customer issues a request to return an item. After the customer’s request is received, a return order is created.
Sales quotation created from contacts
Step 1 – Go to Sales and Marketing > Relationships > Contacts > All Contacts
Select the Contact , go to Contact in Action pan and click on “Customer” in Account Field.
Step 2 – Click Sales Quotation in New of SELL field in Action pan
Step 3 – Add Line of Items and Details in Sales Quotation, verify the lines and header part, than Click on Send Quotation on GENERATE field of the Action Pan.
Step 4 – New Sales Order will be created automatically. To take Follow up of Sales Order: Go to Accounts receivable > Orders > All sales orders, you will find the sales order made from the sales Quote.”
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