Handle customer and supplier returns

This guide covers two return types: a customer return, where goods you issued come back into a warehouse, and a supplier return, where goods you received go back out to the supplier. Both take a data scope and are confirmed by a second person (a dual gate).

Before you start

• The warehouse and products involved must already exist. For a supplier return the supplier must exist too.
• Your role needs permission to raise and confirm returns.

Steps

Customer return (goods back in)

1. Go to Supply Chain → Returns and start a new customer return.
2. Set the data scope (required), choose the Warehouse (required) the stock is coming back into, and set the Return date (required).
3. Optionally add a Customer reference (up to 200 characters) and link the original Goods issue the return relates to. Add Notes if useful (up to 2,000 characters).

[screenshot: the customer return form linked to a goods issue]

4. Add at least one line: pick the Product (required) and enter a Quantity (required, greater than zero). You may set a Unit cost (optional, zero or more) and a per-line Note (up to 1,000 characters).
5. Save, then have the return confirmed to bring the stock back in.

Supplier return (goods back out)

1. Start a new supplier return and set the data scope (required).
2. Choose the Warehouse (required) and the Supplier (required), and set the Return date (required).
3. Optionally link the originating Goods receipt and Purchase order, and add a Reason (up to 200 characters) and Notes (up to 2,000 characters).

[screenshot: the supplier return form with supplier and receipt link]

4. Add at least one line: pick the Product (required) and enter a Quantity (required, greater than zero). You may link the original goods receipt line it came from, set a Unit cost (optional, zero or more) and add a Note (up to 1,000 characters).
5. Save, then have the return confirmed to send the stock back out.

Result

A confirmed customer return raises on-hand stock at the warehouse; a confirmed supplier return lowers it. Linking the original issue, receipt or purchase order keeps each return traceable back to the movement it reverses.

Related

• Supply Chain reference
• Issue and deliver goods
• Adjust and transfer stock