Refunding Customer Core Charges

When a customer purchases a part from you and performs the installation off site, you can refund the core charge you assessed when the customer returns with the original core.

To refund a core charge

1. Start a work order for the customer. For more information, see Creating a Regular Work Order.

2. Add the core charge item to the work order.

3. Enter the quantity for the core charge as a negative amount (-1) and press Enter. The Customer Sales History screen appears.

4. Make sure the Mark Return check box is selected.

5. Select the row for the core charge and click Return.

6. Type the core charge amount that you passed on to the customer (the amount you’re refunding) in the Parts field.

7. Type the price of the core charge that the vendor charged you in the Core Return field and press Enter. The Add Cores screen appears.

8. Click Vendor and look up the name of the vendor who sold you the item. For more information, see Looking Up Customer and Vendor Names.

9. Click OK.

10. Complete the invoice. For more information, see Completing an Invoice.