Why:

In Fusion, a credit can be created for a complete order or only certain lines in an order. Credits can be created for both parts and labour.

 

Where:

From the Parts Order View or Workshop Order View, select File > New > Customer Return or select the down arrow next to the Create Order icon and select Customer Return. Alternatively, highlight an invoiced order then right-click and select Customer Return. From the Parts Order View, right-click the order and select Credit. This will display a Create Customer Return window.

From the Customer View, right-click and select Create > Workshop/Parts > Customer Return.

 

How to Create Credits:

In the Create Customer Return window input the required information (including the original order number if you want to credit a complete order).

In the Customer Return Details window, input the parts and operation details that you want to credit. If you are creating a credit for a complete order and you put the order number in the previous screen, all the details from the original order should already be in the Customer Return Details window. If there are certain lines you do not want to credit  these can be deleted.

When crediting surcharge parts, a window will be displayed asking whether you want to credit the part, the surcharge, or both, as well as prompting you to enter the returned part serial number and the returns note. Entry of data is dependant on the status of the original surcharge.

All credit lines update the 'Sales Forecast' and 'Picks' fields in the Parts Master File and the 'Last Sale Date' is updated when the part is added to the order.

When you have input all parts and operation details you want to credit, select Order > Print > Invoice (workshop credits can also be printed in batch, just like invoices). Alternatively select the Invoice button .