36:SO Returns Window

Sometimes a shipped Sales order will be returned, in whole or in part, to the warehouse. This functionality is used to keep track of the inventory that has been returned, and to adjust the record of the Sales Order.

SO Returns

Select Sales Order Returns from the Shipping menu.

Enter the RMA (Returned Materials Authorization) for this return, or press the <Ctrl> and <A> keys to see a list of available RMAs. Select the RMA that you wish to return by using the arrow keys, and press <Enter>.

Select the Order# for the return.

Scroll to the Track# field. Inventory must be returned to a pallet in Whistle. If you are returning an entire pallet, and you know the pallet number, enter it here. Otherwise, press the <Ctrl> and <A> keys while the cursor is in the field. You will see an options menu detailing your choices.

Return Pallet Options

Return Intact

This option allows you to return, intact, an entire pallet. Selecting this option will take you to a display of the pallets that were shipped on this order.

Select the Track# of the pallet that you wish to return, by using the arrow keys to highlight the selection, and press <Enter>. Whistle will return you to the Sales Order Returns screen, and the selected pallet will be displayed in the middle section of the screen.

Return to New

This option will return the inventory to a new pallet. This option will allow you to set up the new pallet to receive the inventory. When the option is highlighted, press <Enter>. You will be taken to a screen showing all the inventory that was shipped on the order previously selected. Using the arrow keys, highlight the inventory you wish to return, and press <Enter>. You may return all or part of the selected inventory.

The next screen allows you to enter the information needed for Whistle to create the new pallet. Information from the sales order and the selected inventory have been filled into various fields.

Return to Existing

This option allows you to return the inventory to an existing pallet. Selecting this option will take you to a screen where you can select the pallet to use.

Select the Track# of the pallet that you wish to return, by using the arrow keys to highlight the selection, and press <Enter>. Whistle will return you to the Sales Order Returns screen, and the selected pallet will be displayed in the middle section of the screen.

Continue to select inventory to be returned, until all desired inventory shows in the middle section of the screen.

To commit this transaction, select <Return>.