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How to manage returns in Materio
How to manage returns in Materio

This video and walkthrough provides you with the necessary steps to manage a return and issue a credit to your clients

Mary Beth avatar
Written by Mary Beth
Updated over a year ago

While Materio doesn't have a dedicated returns feature as of now, you can still manage returns effectively using existing tools. This video or step by step guide will show you how to handle returns using a practical example where a refrigerator is being returned and replaced with a new one.

Step 1: Identifying the Returned Item

Locate the product that needs to be returned. In our case, it's an LG refrigerator which the client purchased for $1,800. Suppose the client wants to return the product for reasons such as it doesn't fit in the space or it's not to their liking.

Step 2: Updating the Returned Item

Click on the product and update the name to indicate that it's being returned, for instance, name it as "Refrigerator - [RETURNING]".

Step 3: Zero Out All Costs

Next, go to the selection revise the cost; zero out all the costs associated with the item. This action effectively communicates that the original item is no longer part of the scope, and the client will be credited back the amount they paid for it. This helps to track the original item and its status.

If you need to track a return shipment, you can note the tracking number in the description or in the status.

Step 4: Add a New Item

Since the client still needs a refrigerator, you'll need to add a new one to the project. Estimate the cost for the new product and have the client approve it. In our example, the client might prefer a Samsung refrigerator. Once the client approves the new item, you can go ahead with it.

Step 5: Adjust the Invoice

The next step involves adjusting the invoice to reflect the return and the new purchase. The system will automatically detect that the client has paid for an item now priced less than initially (since we zeroed out the cost), and a credit of $1,800 will be due.

You can just select the new refrigerator and add it to the invoice. The invoice should now reflect a credit for the original fridge and a charge for the new one.

Step 6: Finalize and Send the Invoice

Finalize the invoice and send it to the client. The invoice will effectively handle the return and the new purchase, charging them for the new item while crediting them for the returned one.

Although this process will be streamlined in future releases of Materio, these steps should help you manage returns efficiently. If you have any questions, please feel free to reach out via live chat or email us at hello@materio.co

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