How do we auto populate the RMA credit invoice unit price?
We are a high volume counter sale operation with next day batch invoicing. (we want to look over the data before invoicing). Currently customer service creates the RMA and credit invoice. No unit price pulls in, and we have not asked them to research the sale price or find the last invoice. AR clerk populates the price on credit invoice in the morning.
Hi, so when you raise the rma you not tying it to a sales or invoice. You are not using counter sales and auto invoice?
- Correct,
- and we do not use auto invoice.
Do you have price lists?
Yes, we use price lists.
Um, you could write a customisation. But I would review the processes to match off against invoice.