How to create a return from a Delivery Order in Metro Accounting System?
To create a return from a delivery order starting from a Quotation in Metro ERP, you follow a chain of steps that begins with a Sales Quotation and eventually allows a return via the Delivery Order it generates. You can’t return directly from the Quotation, but you can trace it through its delivery. Here's how:
Steps to Create a Return from a Delivery Order in Metro Accounting System:
1) Go to the "Sales" module by clicking on its icon in the main dashboard or using the application menu.
2) Confirm the Quotation
Go to Sales > Quotations. To create a sale quotation from the Metro ERP's Sales App, follow these steps: Click Here
Open the relevant Quotation.
Click “Confirm Sale”
This will turn the Quotation into a Sales Order and trigger a Delivery Order.
3) Access the Delivery Order
In the Sales Order, find the “Delivery” smart button at the top right.
4) Validate the Delivery (if not already done)
Ensure the delivery has been validated (i.e., marked as delivered).
5) In the validated delivery order, click the “Return” button.
Open the Reverse Transfer pop-up:
Choose the products and quantities to return. Quantity to return (you can modify this).
Adjust as needed and click Return.
6) Validate the Return.
Open the Immediate Transfer popup and Click Apply button.
7) Now, Go to the Order and check the Delivery.
8) In the sale order form, you'll typically find an option to create an invoice. This button is usually labeled "Create Invoice".
9) After clicking the "Create Invoice" button, a new window will appear with some details. Check the Quantity.
To get more details how to create a return from a Delivery Order in Metro Accounting System, please do contact us at support@metrogroup.solutions