DealersEdge Professional Forums

What would be a proper way to write a return/credit for a part number made up or just "sold"

example. I sold a set of weather-techs to a customer and they don't like them so I need to issue a refund or credit but when I sold the parts I picked up from local supply house and just "sold" the part under "weather tech mat" and now it wont let me create a credit against it or a -1 to give credit. Hopefully I explained this correctly so someone understands what I am trying to do

It won't let you give a credit on an in and out sale. You have to add the part in first to give a credit. You can always just take the part back out of the system once you print the credit memo.

Ok thanks

make sure you delete the part record on the same day. Once Reynolds sees activity under the part record, the system will not let you delete it until you run 2252 (Parts to be deleted) hopefully at month-end; and it needs to have a status of DLT.

I just added "credit" as a part number and leave cost & list at $0 and just adjust it accordingly when something like this comes up. In Reynolds you can click on the line and put "CL" and I usually add a description on what the part is they are returning. Doing it like this you don't have to go delete the part number you added every time you do a refund.