Returning orderable items

Returning orderable items

1. On the Patient browser tab, open the patient’s file.
2. Click the patient's Hearing aids tab.
3. Click on the desired item to be returned and right-click on the item and select Return to manufacturer.
   

4. In the Return items screen, do the following:

   • If necessary, click the Return date field to select the desired date from the calendar. 

   • Remove any items from the sale which are not being returned, by clicking on them and pressing the Delete key on the keyboard. Adjust the quantities to be returned if necessary. See: Adjusting item quantities for more information.

   • Double-click the Price field to adjust any applicable return charges for the items being returned. To save the change, click out of the cell, or click Enter on the keyboard.
     
   • Click in the Reason field to select a return reason from the drop-down menu. 
   • Optionally, adjust the credit allocations (if any insurers were involved in the original transaction), by double-clicking into the Credit amount field on the Credit allocation panel. To save the change, click out of the cell, or click Enter on the keyboard.
   • Optionally, if your system has multiple credit memo templates, set your desired credit memo template in the drop-down menu at the upper right-hand corner of the screen. One will be chosen by default. After the return is logged, in a new tab, a credit memo will appear, and you can print it out for the patient.
5. Click RETURN ITEMS.

More about return credits

To view information on applying an insurer return credit, click here.

To view the steps to use an insurer return credit, click here.

To view the page on issuing patient refunds, click here.

To view information on applying a patient return credit, click here.