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Returns & Complaints

Both modules handle returns related to a posted invoice – but they differ in their outcome:

Module Purpose Result in BC
Return Goods come back, customer receives a credit memo or replacement Credit memo or return order
Complaint Record a defect/RMA and track it by status Complaint entry with status

Return

Workflow:

  1. Search invoice – select (or scan) the related posted invoice.
  2. Line & quantity – select the returning line and quantity.
  3. Select reason:
Reason Effect
Credit Memo Credit memo
Defective Item Credit memo (defective)
Wrong Item Delivered Credit memo (wrong delivery)
Other Credit memo (other)
Service / Warranty Return order instead of credit memo
  1. Post – depending on the reason, a credit memo or a return order is created.

Service/warranty ⇒ return order

The reason Service / Warranty creates a return order (for repair/replacement), all other reasons create a credit memo.

Complaint

Records defects with a document reference and tracks them through a status flow.

Workflow:

  1. Search invoice and select a line.
  2. Select reason: Delivery Refused, Not Deliverable, Withdrawal from Purchase, Warranty / Guarantee, Repair Return.
  3. Record quantity & comment.
  4. Post – a complaint entry is created.

Status flow:

Open → In Progress → Waiting for Customer → Resolved (or Cancelled)

You update the status directly in the app. Open complaints (Open, In Progress, Waiting for Customer) appear as a badge on the tile and in the Dashboard.

Photo as evidence

Document defects with the Photo module – the image is attached to the transaction and speeds up resolution.

Next steps