Returning Equipment

Equipment can be returned while making a delivery. To return equipment manually:

  1. Click the return equipment button.
  2. Click OK in the confirmation prompt.
  3. Your equipment has now been marked as returned.

Refunding Deposits

Deposits can be refunded when creating a sales order, reducing the overall cost of the sales order. To refund a deposit manually:

  1. Click the refund deposit button.
  2. Click OK in the confirmation prompt. This prompt will remind you that refunds can be applied when creating sales orders.
  3. Your refund has been applied.

Returning Kegs

In the event that a keg rental requires a refund or was spoiled:

  1. Click the return item button.
  2. Return type
    1. Click "It's a standard return" if the keg was returned empty.
    2. Click "It's resellable" if the keg was returned and is resellable.  It will be added back to the product inventory.
    3. Click "It's spoiled" if the returned keg was not empty but the contents are not resellable.  If this option is selected the resulting refund will be exempt from Journal Entries and inventory adjustment.  
  3. If either "It's resellable" or "It's spoiled" are selected you will be prompted to generate a Refund Sales Order.  This will automatically adjust your inventory levels and your equipment will be marked as returned when the delivery of negative items is complete.
    1. If the keg rental cost also needs to be refunded it will have to be added to the generated Refund Sales Order.  
  4. If you choose not to generate a Refund Sales Order you equipment will still be marked as returned.