Dealer returns and warranty requests
Dealers raise return or warranty requests in the dealer portal; you review them, receive the goods and issue the credit note here.
Where it is
- Invoices → Dealer Returns — Every request, open first.
- Dealer Portal → Returns — The same list inside the Dealer Portal page.
Settings for this
- Dealer Portal → Setup → Features → Returns & warranty — Lets dealers raise return or warranty requests, with photos.
Switch it on under Dealer Portal → Setup → Features (Returns & warranty). Dealers then raise requests against their invoices, with photos and notes.
Work a request
- Open Invoices → Dealer Returns. Filter Open, All or a status.
- Open a request: its items (each linked to its invoice), the dealer's notes and photos.
- Choose a Resolution (Credit, Replace, Repair, No action) and add Internal notes (never shown to the dealer).
- Move it on: Start review, Approve or Reject; then Awaiting goods, Goods received, Mark credited, Mark replaced, Close.
- Create credit note once it's approved (or once the goods are received, if you're waiting on them). It makes one credit note per invoice. Items returned in full become lines — use Return to Stock on the credit note to put them back on the shelf.
The dealer sees the status change in their portal. Rejecting without an internal note asks you to confirm.
Who can do it
Viewing needs invoice access; actioning a request needs Create invoices.