Returning Goods Back to a Supplier

  • Navigate to Purchases ¦ Create returns note
  • Select a supplier using the (…) at the top left of the screen
  • Select what sort of goods you are retuning using the drop down menu in the top right
    • Parts / Equipment / Miscellaneous / Cross Hire
  • Fill in the Instructions box if you wish for any additional instructions to be printed on the Returns note document

Returns Notes for Parts

  • Use the data entry box in the bottom left to enter ((…) button to search) the part number(s) you with to return
  • Confirm or enter the quantities to return
    • The returns note will assume you are returning the last quantity received as a starting point, but this can be edited
  • Confirm the quantity of replacements required using the QTY Required box
    • Note this would re-set the original Purchase Order if populated
  • Select the reason for retuning the goods
  • Check and confirm the goods received note related to this return
  • Hit ‘Book Out’ to complete the return

Returns Notes for Miscellaneous

  • Use the (…) in the bottom right to select the goods received note related to this return
  • Check or amend the list of items to return
    • Text can be amended
    • Lines can be deleted using the [Delete] key on your keyboard
  • If RPLC is ticked this would reset the original purchase order and flag to the supplier that you require item(s) to be replaced
  • Check the Value of the return
    • The default would be the original total value for the miscellaneous item
  • Select the reason for retuning the goods
  • Hit ‘Book Out’ to complete the return
  • Note – You do not necessarily have to link to a goods received note to process a Miscellaneous returns note

Returns Notes for Equipment

  • Use the data entry box in the bottom left to enter ((…) button to search) the equipment number(s) you with to return
    • Equipment must be at Stock Status to be returned
  • If RPLC is ticked this would reset the original purchase order and flag to the supplier that you require item(s) to be replaced
  • Check the Value of the return
    • The default is the original purchase value of the return
  • Select the reason for retuning the piece(s) of equipment
  • Hit ‘Book Out’ to complete the return

Returns Notes for Cross Hire Equipment

  • Use the data entry box in the bottom left to enter ((…) button to search) the equipment number(s) you with to return
    • Equipment must be at Stock Status to be returned
  • If RPLC is ticked this would reset the original purchase order and flag to the supplier that you require item(s) to be replaced
  • Check the Value of the return
    • The default is the original purchase value of the return
  • Select the reason for retuning the piece(s) of equipment
  • Hit ‘Book Out’ to complete the return
    • This resets the Equipment record to ‘Cross Hire Status’

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