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Returning purchase items

To return purchase items and/or services, select the Return option.
Select an existing Return note to load the return note and make any changes.
The Supplier and Date fields will be disabled.
For new return notes, select “(New)” in the Return note field.
Select the Supplier and the Date of the new return note.
Before items can be returned you must create the return note using the Create return note option.
Once a return note has been created, the Supplier and Date fields cannot be changed.
All return entries are processed as at the return note Date.
 
Purchase items
To return purchase items, select the Purchase items option.
All stock on hand purchased from the selected supplier is reflected in the Available purchase items to return grid.
Select an item in the grid and enter the Quantity being returned. If there is a quantity in the Unusable qty column (i.e. the stock has been tagged as damaged), the Return damaged stock option will be enabled.
If you are returning damaged stock and not the Usable qty, enable this option.
The quantity is effectively placed back into usable stock and then returned.
 
Add return item will add the return entry to the return note. The transaction is committed immediately.
 
Remove return item will effectively undo the transaction relating to the return of the purchase item.
 
Update return item. Select the return item in the Purchase items on the return note grid, make any necessary changes to the Quantity, Internal reference and Reason fields and select Update return item.
Picking slips and revised bin cards are generated for each transaction.
These can be spooled to the printer at any time by selecting the Spool to printer option.
Preferably spool once all return transactions have been processed in the current session.
If you close the form and the transactions have not been spooled, you will be presented with the print options dialog.
 
Service items
To credit service items, select the Service items option.
All services received from the selected supplier are reflected in the Available service items to return grid.
Select an item in the grid and enter the Internal reference and Reason for the return.
 
Add service item return will add the return entry to the return note. The transaction is committed immediately.
 
Remove service return will effectively undo the transaction relating to the return of the service item.
 
Update service item return. Select the return item in the Service items on the return note grid, make any necessary changes to the Internal reference and Reason fields and select Update service item return.
 
Services returned/credited will reflect as being unordered in the 'Task/service status' report.
 
Remove return note. Reverse all returned items and services before removing a return note.