Minimum Version Required: 23.02
Steps
When Return At Last Price = False:
Always return products at the current price they can be sold. This will use regular pricing logic to calculate the return price.
When Return At Last Price = True:
Has the product been sold to this customer before?
If Yes:
If the product has been sold to the customer before, we will use the last full price, last discount, and last deposit to calculate the price the product should be returned at. This will also use the same promotion and participation that the product received when it was sold.
If No:
If the product has not been sold to the customer before but is still being returned, we will use the current price they can be sold to the customer at as the price to return the product. This will use regular pricing logic to calculate the return price.
Fields And Definitions
Customer History Fields for Returning Products:
Last Full Price: The last full price the Product has been sold to the Customer for. If the product has not been sold before, last full price will default to Product.Price.
Last Discount: The last discount the Product received when sold to a Customer. If the product has not been sold before, last full discount will default to $0.00.
Last Deposit: The last deposit the Product received when sold to a Customer. If the product has not been sold before, last full deposit will default to $0.00.
Last Participation: The last Participation accrued on the Product when sold to a Customer. If the product has not been sold before, last full Participation will default to $0.00.
Last Promotion: The last Promotion accrued on the Product when sold to a Customer. If the product has not been sold before, last full Promotion will default to an empty field.
Current Full Price: The current full price the customer will receive if a product is sold to the customer.
Current Discount: The current Discount the customer will receive if a product is sold to the customer. Note: This does not include promotions with min quantities.
Current Deposit: The current Deposit the customer will receive if a product is sold to the customer.
Current Participation: The current Participation the customer will receive on a product if a product is sold to the customer. Note: This does not include promotions with min quantities.
Chain Fields for Returning Products:
Return at last price: This will determine if we price returns at the current price or the last price it was sold in at to determine pricing on returns.
Product Fields for Returning Products:
Pick Up By Units: If set to false, partial case returns of this product will not be allowed.
Best Practices
Ensure Customers qualify for the pricing expected of them to receive to ensure returns are always priced correctly.
To change the price at which a product is returned if it has been sold to a customer, users can create an invoice with a negative and a positive transaction at the price users would like the customer to get so the last price fields on customer history update.