Adjustment Line Item for a replacement item

Example adjustment for a replacement of an item

If you are replacing a faulty item with another item then you should create two line items.

The first line item should be to return the faulty item.

Example adjustment line item for returned item

The second line item should be to record the replacement item to be shipped to the customer.

Example adjustment line item for replacement item

For both line items use the "Related Sale Item" and select the same item being replaced on the original sale.

If the replacement is at no cost then the total of the sale adjustment should be zero. If you return the faulty item on one line item, and the replacement on another line item, then the total of these two should be zero.

You might also need to add freight charges to the adjustment for the cost of shipping replacement items. This would be entered as additional line items, in the same manner as how freight is added to a normal sale.

It is important that both items use the "Related Sale Item" field and both refer to the same original sale item so that any refunds processing works correctly.