Sales Order Return Mapping

  • Last Created On Jul 06, 2023
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Mapping the return orders from Omni sales module to account

The Sales Order Return transactions page only shows return orders with a status of Finish

Manual Mapping

NOTE: If the Order return mapping setup is disabled, the sale order return is not automatically mapped. Manual mapping is required.

  • Step 1. Go to Order list menu under the Omni Sales module and create return order -> Accept this order return 
  • Step 2. Change the status of order return to finish
  • Step 3. Go to the Transaction menu under the Accounting module -> Select the Sales menu -> Select the Sales Order Return -> Click 
  • Step 4. Select the account and Save 


    Result: 



Automatic mapping for sale order return

  • Step 1. Go to Settings menu under the Accounting module in the left sidebar -> Select the Mapping setup menu -> Select the Omni Sales tab  ->  Enable the Order Return mapping setup and select the payment account and deposit to then click on the Save button

  • Step 2. Go to Order list menu under the Omni Sales module and create return order -> Accept this order return -> Change the status of order return to finish
  • Step 3. Go to the Transactions menu under the Accounting module -> Sales -> Sales Order Return, this sales order return  is mapped automatically.

Mass mapping 

  • Step 1. Enable the Order Return mapping setup and select the payment account and deposit to -> Click on the Save button
  • Step 2. Go to the Transactions menu -> Sales -> Sales Order Return -> Select the order return which mapping status is Has not been mapped -> click on the Bulk actions -> select the Mass mapping -> click on the Confirm button

  • Step 3. Confirm your selection in the following pop-up. The order return will be mapped.

Edit mapping

  • Step1. Go to the Transactions menu -> Sales -> Sales Order Return -> Click on the Edit  

  • Step 2. Change the account and click on the Save ==> the amount of the account will be changed. 

Delete mapping 

Deleting the mapping will change the account's amount

  • Step1.Go to the Transactions menu -> Sales -> Sales Order Return  -> Click on the Delete

  • Step 2. Confirm your selection in the following pop-up. The mapping of order return will be deleted.

Mass delete mapping

    Deleting the mapping will change the account's amount

    • Step 1. . Go to the Transactions menu -> Sales -> Sales Order Return -> Select the order return which mapping status is Has been mapped -> click on the Bulk actions -> select the Mass delete mapping -> click on the Confirm button

    • Step 2. Confirm your selection in the following pop-up. The mapping of order return will be deleted.
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