Returns

The Returns function allows you to adjust stock quantities of the products that are mistakenly accepted in excess quantity or damaged products delivered. 

For placing a return, go to Returns under Orders on the main menu.

There are two types of return options:-

1. Product Return:- This option can be used if a product needs to be returned to a supplier & doesn't require delivery details. 

• Select respective Supplier, Return Date & Return Type. Comments can be added as well if required. We strongly recommend adding comments, as you will never know how important that information maybe prove in the future. Kindly make sure the Return Date is falling in the same period as the Delivery date to avoid any stock variance.
• Click on Add Return Line for adding products to be returned to the selected supplier.

• Using the Search symbol select the Product, Pack-Size, and add Order Qty. The cost price and tax will be filled in automatically. Choose the unit type of the product you are returning, the unit price and amount will be filled in automatically, with a total at the bottom. 

If you need to remove a product, simply click the red  on the right hand side of the corresponding product line.

Once you have filled in all the information, click the Save Returns button. Your stock will change to reflect the adjustment you have made.

2. Delivery Return:- This option can be used to place a return of any product/s from a specific delivery.

• Clicking on Delivery Return will list the deliveries of the last 30 days. Click on Return against the respective delivery to proceed with the return.

• Select Return Date & add Qty to Return for the products to be returned. Once done, click on Save Return. Your stock will change to reflect the adjustment you have made. Kindly make sure the Return Date is falling in the same period as the Delivery date to avoid any stock variance.

You can check the details of your saved returns by clicking on the Adjustments header on the main menu, selecting which periods/dates to look at, and checking the returns list there.

Click on the Return Amount of the adjustment to check the product details of your return. Click on Email Supplier Return for notifying the supplier of the return.

You can click on the View PDF button to view the return PDF, which you may wish to save or print out. Remember that PDFs are always saved on the system and can be fetched at a later date.

You may wish to enter a return directly from delivery, in which case you can use Supplier Returns from Deliveries method.