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Frequently Asked Questions

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How to process a Return in Great Plains using Nodus CCA (Sales Order Processing)

Returning item(s) is the functionality needed when a customer seeks a refund on an item that needs to be returned and/or accounted for Inventory. To facilitate a returned item:

  1. Open the Sales Transaction Entry window (Transactions > Sales > Sales Transaction Entry)
  2. Choose Return from Type/Type ID and tab. A Return document number is auto-generated
  3. Select a customer from the customer lookup icon and enter the line item(s) to be credited
  4. Press Ctrl S to open the e-Transaction Entry window. When the e-Transaction Entry window opens, the Trx type field shows Credit selected
  5. Enter credit card information and Click Process 

How to process a Return in Great Plains using Nodus CCA (Receivables Transaction Entry)

To directly refund money to a customer who paid with a credit card, complete the following steps:

  1. From Transactions > Sales > Transaction Entry, open the Transaction Entry window
  2. From the Document Type drop down, select Returns and tab. A Return document number is auto-generated
  3. Select a customer from the customer lookup icon
  4. Enter the amount of the refund in the Sales textbox
  5. Enter the same refund amount in the Credit Card textbox
  6. Tab off or press Ctrl S to open the e-Transaction Entry screen. When the e-Transaction Entry window opens, the Trx type field should have Credit selected
  7. Enter the credit card information and Click Process 
For further assistance, submit a Support Request or call us at (909) 482-4701

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