Projects > Return Notes

Any columns displaying a * in the column heading have right-click options.

Ensure you have expanded the screen so you can see all options. See Customise the screen.

The Returns tab lists all returns notes that have been created for all customers. By default they are listed in order reference order with the newest at the top.

See creating a new returns note and adding products.

Right-click Return Ref.

Right-click the return reference number for this menu:

Open

Opens the returns note detail where you can edit the details.

Notes

Record notes here relating to the return. They appear in the Notes tab at the bottom of the screen. Ensure you have the expand options enabled.

Flag... >

Flags allow you to label an order for a particular reason (e.g. an order temporarily on hold) with the advantage that you can filter by flags. Hover your cursor over Flags and click Flag Setup to label the flags. Click Clear Flags to remove a flag from the selected order.

Print... >

Click to print the collection note itself or item labels for the product(s) on the collection note.

Progress Notes

Progress Notes provide an audit trail of what has happened to the order and the username responsible for the changes. Progress notes here are specific to the collection note and are different to the progress notes for the original order.

Right-click Name

This right-click menu is the same as right-clicking on a customer's name in the customer screen.

Right-click Original Order Ref

This right-click menu is the same across all quote/orders and is a shortcut to many options.

Further Options

Searching and Filtering

See the Projects overview for how to search and filter data.

Export to Excel

Click to export the current projects screen view to an Excel spreadsheet. The spreadsheet opens automatically so you can edit and save as required. If you have filtered the list the export will be the filtered list too. Note you cannot re-import the spreadsheet data back into EQ.

By default exporting to Excel requires MS Excel 2013 and older to be installed on the same PC as EQ and requires a compatible version of Excel. In EQ version 14 you can select to export as CSV which will save your file and open in any compatible spreadsheet program. See Tools > Customise > Project Tabs > tick 'Use CSV format for all Excel exports'

Print List

Print the current list view. If you have filtered the list the print out will be the filtered list too.

Select Columns

Show a list of column headings you can add into the current tab. Place a X check mark by title to display the column.

You can re-arrange the columns by clicking on the column heading and dragging it with the cursor to a new position and then releasing the mouse button. You can change the column width by clicking and dragging the dividing line of a column.