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Trial Items - How to Report Items When Items are Returned Because Customer Does Not Want to Buy?

edited Jun 2, 2025 2:22PM in Ask A Guru 3 comments


Hi Guru team,

Need some guidance with Scenario 2 and how to report the results.

A company sends out items for Trial through a Sales Order. The items can be either purchased by the customer or returned. 

Scenario 1: Company ships out 3 items for Trial to their customer. After the Trial period, the customer sends back 1 item for return and an RMA is processed for the 1 item. The customer decides to keep the other 2 items (so they are sold) and the company invoices the customer from the SO for the 2 items.

Scenario 2: Company ships out 2 items to the customer for trial. The customer doesn't want either item and so both items are returned. The company issues an RMA for the 2 returned items. 

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