You may decide to charge your customer a restock fee to cover the physical handling costs of returning an item. This could occur if the customer mistakenly ordered the wrong item or changed their mind after receiving the item you sold them, for example.

At this point, you have shipped the item to the customer.

To create a restock charge

  1. In the Search box, enter Sales Return Orders, and then choose the related link.

  2. On the Home tab, in the New group, choose New. Create a sales return order for the customer.

  3. On the Lines FastTab, enter a line for the returned item. In the Type field, select Charge (Item).

  4. In the No. field, select the appropriate value.

  5. Fill in the Quantity field.

  6. In the Unit Price field, enter a negative amount equivalent to the restock charge.

  7. On the Lines FastTab, choose ActionsAction Menu icon, choose Line, and then choose Item Charge Assignment.
    The Item Charge Assignment (Sales) window opens.

  8. In the Qty. to Assign field, enter the same amount that you entered in the Quantity field on the relevant sales return order.

When you post the sales return order, the restock charge is added to the relevant sales entry amount. In this way, you can maintain accurate item statistics.

Tip
Note that you can also select Account (G/L) in the Type field and make a negative entry for the line by inserting a negative amount in the Quantity field. Then the restock charge is posted directly to the specified G/L account.

Tip

See Also