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To edit a credit memo order's restocking charge

If you are entering credit memo orders and the Automatic Calculation of Restocking Charge option is enabled on the Add-on Charges window (from Orders, select Set up module, and click Add-on Charges), restocking charges are calculated automatically.

You have the option of disabling the automatic calculation option and overriding the calculated restocking charges on the Order Details tab. If the Automatic Calculation of Restocking Charge option is not enabled, you can enter a restocking charge for a credit memo order manually.

  1. From Orders, select Enter and edit orders to open the Enter and edit orders window. The Overview tab displays by default.
  2. Enter or open the credit memo order for which you are entering or editing restocking charges.
  3. Select the Order Details tab.
  4. Click Edit.
  5. (Optional) Enter an applicable date for the restocking charge in the Scheduled Date field.
  6. (Optional) Enter a Salesperson.
  7. (Optional) Enter a Commission Rate for the salesperson.
  8. Enter any applicable Notes.
  9. Enter any applicable Manual Handling charge.
  10. Enter any applicable Manual Freight charge.
  11. If enabled, disable the Auto Calc Restocking option.
  12. Enter a Restocking charge.
  13. Click Save to update the restocking charge.

See Also

Entering Order Details Tab Information

Enter and edit orders window - Order Details tab

Understanding Order Hold Codes

To place an order on hold

To release orders placed on hold

To edit an order's freight and handling charges


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