You can access the Sales Orders Returns page, through the Sales Orders "List" tab. For more information on how to access this page, please see the Sales Orders List for more information.
Once you are on the Sales Orders "List" tab, there are two different ways you can access the Sales Orders Returns page:
Right-click on a sales order to open the right-click options and select the "Add Sales Order Return" option from the drop-down. (The options that are displayed when you right-click on a sales order are also available when you select the Individual Actions button.)
Click on the Individual Actions button (the three vertical dots) from the "Actions" column and from the drop-down select the "Add Sales Order Return" option. (The options that are displayed from the Individual Actions button are the same as when you right-click on a sales order.)
To access the Sales Orders Returns from this page, you can do so by clicking the Cancel button from the Add Sales Order Return page. This will automatically redirect you to the Sales Orders Returns page:
Once you are on the Sales Orders Returns page, all the registered sale order returns will be displayed. You can view, edit, delete, or add additional sale order returns from this page:
All of the documented sale order returns will be listed on this page; from this page you will also be able to access various actions to help manage, edit, view, and more for your returned sale orders.
The following subsections will display the different features you can access from the Sales Order Returns page and how to effectively utilize them.
Free-Text Search
You can type in the search bar (free-text search) to locate a specific returned sales order. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:
- Sales Order Return ID
- The user associated with the sales order
Predefined Saved Searches
You can access any of these saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.
If you would like to view all your parts and services, click on the "Show All" option from the drop-down menu:
By default, MobiWork provides a saved search (i.e., Show All) for you to use.
New Search
To create a new saved search, select the "Create a New Advanced Search" option from the drop-down menu:
After clicking on "Create a New Advanced Search," a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.
Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).
Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:
Further definitions for all the terms in the New Search pop-up window can be found below:
| Name: | Description: |
|---|---|
| "Name" | The name of the new saved search |
| "User" | The user associated with the sales order |
| "Creation Date" | The date that the sales order was created |
| "Last Modified Date" | The last date that the returned sales order was modified |
| "Integration Status" | The status of integrating with a third-party software solution such as QuickBooks. Includes the options: Not Applicable, Not Ready for Integration, Integrated, Ready for Integration, and Not Integrated |
| "Sort By" | Sorts your search in ascending or descending order by: Name, ID, Created Date, and SKU |
| "Save This Search" | Allows the search parameters to be saved under a name to be reused in the future |
| "Search Available to All Users" | Allows the search to be available to all users |
| "Default Saved Search" | Sets the saved search as the default view when accessing the search feature in the future. |
Manage Saved Searches
Any new searches that are added can be managed or edited in the Manage Saved Searches pop-up window:
To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:
You can add a new saved search by clicking the New Search button in the top right of the pop-up window.
You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.
You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.
If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.
List Columns
In the "List" tab, the columns are structured to display specific data related to each individual sales order return.
These columns are organized as: "ID," "Customer," "User," "Created Date," and "Actions:"
The corresponding rows under the column headings will display the relevant data about the returned sales order.
The checkboxes (multiple selection area) found to the left of the "ID" column, will allow you to select either one or multiple returned sales orders, to view, edit, or delete:
By clicking the topmost checkbox in the column heading you will select all the returned sales orders.
The "List" column headings are defined as:
| Name: | Description: |
|---|---|
| "Multiple Selection Area" | Checkboxes that are used to select multiple sales order returns. By clicking the topmost checkbox, you can select all the sales order returns. |
| "ID" | The sales order return ID |
| "Customer" | The customer associated with the sales order |
| "User" | The user associated with the sales order |
| "Created Date" | The date that the sales order was created |
| "Actions" | Allows you to view, edit, or delete the selected sales order return |
List Tab Individual Actions
When selecting a returned sales order and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to view, edit, or delete the selected returned sales order.
Any actions that are done with the Individual Actions button will only apply to the selected returned sales order:
The Paper icon found under the "Actions" column will allow you to quickly access the View Sales Order Return page of the selected returned sales order:
The options that are displayed when you select the Individual Actions button are also available under the right-click actions.
List Tab Right-Click Actions
When right-clicking with your mouse on a returned sales order on the Sales Orders Returns "List" tab, you will be able to view, edit, or delete the selected returned sales order.
The options that are displayed when you right-click on a returned sales order are also available when you select the Individual Actions button.
Any actions that are done with the right-click actions will only apply to the selected returned sales order:
The definitions for the actions found in the Individual Actions and when you right-click in the Sales Orders Returns "List" tab are below:
| Name: | Description: |
|---|---|
| "View" | Opens the View Sales Order Return page |
| "Edit" | Allows you to edit the returned sales order |
| "Delete" | Allows you to delete the returned sales order |
Global Actions
The "Global Actions" section is located at the top-right of your Sale Order Returns feature:
The "Global Actions" section includes:
The Plus Sign button which will allow you to quickly add a returned sales order
The More Actions button (represented by the three vertical dots) which will allow you to edit selected sales order returns' integration status, export the sale order returns to Excel, and more.
The Graduation Cap which will activate the Onboarding Assistant
After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.
From the More Actions drop-down menu, you can select various actions that will help to manage your returned sales orders.
These actions can be performed on a single returned sales order or on multiple returned sales orders.
The complete list of actions found in the More Actions drop-down menu are defined below:
| Name: | Description: |
|---|---|
| "Edit Selected Sales Order Returns Integration Status" | Edits the third-party integration status of the selected sales order returns |
| "Export to Excel" | Exports the selected sales order returns to Excel |
| "Export Details to Excel" | Exports the details of the selected sales order returns to Excel |
| "Import From Excel" | Imports sale order returns from Excel into MobiWork |
| "Settings" | Directs you to the Settings page where you can further customize the information and settings (e.g., categories, custom statuses, etc.) found on your sale order returns |
View Sales Order Return Page Layout
The View Sales Order Return page will display all the relevant information regarding the returned sales order. On this page you will be able to navigate to other tabs and perform additional actions on the sales order return.
Regardless of the tab you are on you will be able to access the other tabs and the Upper Right Corner Actions:
There are four tabs on the View Sales Order Return page; each tab displays different information regarding the returned sales order. You can navigate to other tabs by clicking on the desired tab.
The Pencil button will allow you to edit the returned sales order.
The Individual Actions button will allow you to either edit the returned sales order or delete it.
The Question Mark button which will direct you to the respective MobiWork Features page.
The Graduation Cap which will activate the Onboarding Assistant.
Summary Tab
The "Summary" tab has all the basic information regarding the sales order and the sale order return, including the customer information, the user associated with the sales order, the items that the sales order consist of, and more:
The "Summary" tab is divided into three subsections: the "Information Panel," the "Items," section and the "Notes" section. These subsections are further explained below:
The "Information Panel" will display all the generic information associated with the sales order, including the Sales Order ID, the customer information, the user associated with the sales order, the created date of the sales order, the last date the sales order was modified, and any reminders associated with the sales order return.
The "Items" section will display all the parts and services that comprise the sales order. The price, how many items have been returned, discounts/markups, tax information, and total will also be displayed in this section. You can delete any parts and services from this section by clicking the Delete button.
The "Notes" section will display any notes associated with the sales order return. You can add additional notes by clicking the Add Note button. You can also view, edit, or delete any posted notes through the respective Individual Actions button.
Documents Tab
The "Documents" tab will allow you to store sale order-specific documentation (e.g., contracts, photos, etc.) for future use. This tab will also list the type of document file, the date it was uploaded, the user who uploaded it, and more.
Only after you upload a file or document to this tab will you be able to access the Action options:
By right-clicking you will bring up the right-click actions. These actions are identical to the Individual Actions and will allow you to view, edit, download, or delete the document.
The Plus Sign will add a new document or file. The Individual Actions button will allow you to add a new document or refresh the contents of the "Documents" tab.
The topmost Individual Actions will allow you to add a new document, a new folder, or refresh the tab.
The Paper icon will allow you to view the image file in a new tab, window, or allow you to download the document.
The Individual Actions (the three dots next to the Paper icon) are identical to the right-click actions and will allow you to view, edit, download the document.
Forms Tab
The "Forms" tab will display the forms that are associated with the returned sales order:
History Tab
The "History" tab lists the historically recorded details of the returned sales order:
There are two different ways you can add a new sales order return; the subsections below will illustrate how to access the add sales order return feature and also how to create a new sales order return.
Sales Order List Page
To return an item for a sales order, you will first need to access the Add Sales Order Return page. You can access this page in two different ways:
Right-click on a sales order to open the right-click options and select the "Add Sales Order Return" option from the drop-down. (The options that are displayed when you right-click on a sales order are also available when you select the Individual Actions button.)
Click on the Individual Actions button (the three vertical dots) from the "Actions" column and from the drop-down select the "Add Sales Order Return" option. (The options that are displayed from the Individual Actions button are the same as when you right-click on a sales order.)
Once you have clicked on the "Add Sales Order Return" option, you will be redirected to the Add Sales Order Return page, as featured below:
Once you are on this page, you can:
Locate a specific customer
Locate the specific sales order associated with the customer (the sales orders in this drop-down menu are organized by the sales order ID and date)
By clicking on the specified items under the "Name" column you will be able to access View Part pop-up window
Input how many products/parts that the customer is returning to your company
Once you are done adding the returned items in the "Return Quantity" click the Add button to confirm the return. You will then automatically be redirected to the View Sales Order Return page. For more information about this page, please see the View Sales Order Return section.
Sales Orders Returns List Page
On the Sales Orders Returns "List" tab, click on the Plus Sign button located in the "Global Actions" section of the Sales Orders Returns feature:
Once you click on this button, you will be redirected to the Add Sales Order Return page.
From this page, you will be able to manually input the customer and the sales order:
Once you are done adding the returned items in the "Return Quantity" click the Add button to confirm the return. You will then automatically be redirected to the View Sales Order Return page. For more information about this page, please see the View Sales Order Return section.
You can import your sales order returns into an Excel document. You can access the import feature from the More Actions button on the Sales Order Returns page. Please note that to import the sale order returns correctly, the Excel document must be formatted in the correct manner (please see the image below for the correct headings and order).
You can use this method to upload multiple sales order returns at once.
Once you have entered the sales order returns in the Excel document correctly, you can upload that document to MobiWork:
First, access the Sales Order Returns page. Please see the How to Access the Page section for more information on how to access this page.
When you are on the Sales Order Returns page, select the More Actions button and from the drop-down click on the "Import From Excel" option:
Upload your Excel file to the drag & drop feature and then click on the Import button:
You will then be redirected to the Confirm Import page. Confirm your imported Excel file by hitting the Submit button:
Once you are redirected to the Import Sales Order Return Results page, click the Done button:
The newly uploaded sales order returns from Excel will then be displayed in MobiWork with your other sales order returns.
To export this file from the Sales Order Returns page:
- Select the sales order returns that you would like to export to Excel:
Please note that if you would like to export all your sales order returns into Excel you can click on the topmost checkbox (Multiple Selection Area) located in the Sales Order Returns page:
Click on the More Actions button and from the drop-down menu select either the "Export to Excel" or the "Export Details to Excel" option:
The Excel file will automatically download, and you will be able to locate it in your computer's Download folder.
This "Export to Excel" option will display the basic sales order return data (e.g., sales order return ID, customer name and ID, user name, the date of return, etc.) in an easy-to-read format. You can then use Excel to easily navigate through your company's returned sales orders:
This "Export Details to Excel" option will display more details regarding the sales order return data (e.g., type of sales order being returned [i.e., product or service], the product name, how many items were returned, etc.) in an easy-to-read format:
You can edit a sales order return through the Sales Order Returns page by selecting the "Edit" option through the right-click options or by clicking on the Individual Actions button. Please see Sales Orders Returns List Page section for more information on how to access this page:
You can also edit a sales order through the View Sales Order Return page's Individual Actions drop-down menu or the Pencil icon. Please see the View Sales Order Return section for more information on how to access this page:
Once you have selected the "Edit" option of the desired sales order return, you will be redirected to the Edit Sales Order Return page. On this page, you can adjust the quantity of items being returned:
When you are satisfied with the updates, click the Add button to confirm the changes.
Edit Multiple Sales Order Returns
MobiWork allows you to edit multiple sales order returns at once, thus saving you time from having to update sales order returns one at a time. You can update multiple sales order returns in two ways: through the More Actions button or through Excel.
Edit Integration Statuses For Multiple Sales Order Returns
To edit the integration status of multiple sales order returns you will need to:
Check off the desired sales order returns you would like to edit; if you would like to edit all your sales order returns you can click on the topmost checkbox (Multiple Selection Area) located in the "List" column:
- Click on the More Actions button and from the drop-down select the "Edit Selected Sales Order Returns Integration Status" option:
Once you click on the "Edit Selected Sales Order Returns Integration Status" option the Edit Sales Order Status pop-up window will appear:
From the pop-up window, select the new values for the Integration Status.
Once you are satisfied with the new statuses for all your sales orders click on the Save button.
With Excel
You can also edit sales order returns in bulk through Excel; this process will enable you to update more than just the status of the sales order returns:
First, you would need to select the desired sales orders returns and export them to Excel. For more information on how to export sales orders returns please see the Export Sales Order Return section.
- Once you have the exported file, you can make the changes directly to the Excel document:
Once you are done updating your sales order returns, you can import the Excel file back into MobiWork. For more information on how to import sales orders, please see Import Sales Order Return section.
You can delete a sales order return through the Sales Order Returns page by selecting the "Delete" option through the right-click options or by clicking on the Individual Actions button. Please see Sales Orders Returns List Page section for more information on how to access this page:
You can also delete a sales order through the View Sales Order Return page's Individual Actions drop-down menu and selecting the "Delete Sales Order Return" option. Please see the View Sales Order Return section for more information on how to access this page:
Once you select the "Delete Sales Order Return" option, the Confirm Sales Order Return Delete pop-up window will then appear. Click the Yes button to confirm the deletion of the sales order return:
Note: Please note that if you delete a sales order return, you are only deleting the returned sales order. You can still find the original sales order in the Sales Orders feature page.