Entering a return

You can submit the return when you create it. You can also save the return as a draft and submit it at a later date.

See Saving issues and returns as drafts.

  1. In Storeroom, select Issues & Returns > Return Entry.
  2. Complete the fields in the header section, and then click Next.

    See Entering an issue for details.

  3. To add a stock product to the return:
    1. Specify the product.
    2. Specify the returned quantity.
    3. Optionally, override the default restock information. To eliminate the restocking fee, specify 0.

      Change the value in the Restock Fee field, and then indicate if the restock fee is an amount or a percentage in the Restock Type field. To eliminate the restocking fee, specify 0.

    4. If the product is a lot-controlled product:
      1. Click Lots.
      2. Click the lookup in the Lot # field to select the lot number of the returned product.
      3. Specify a quantity and then click Add.
      4. Click OK after you entered the expected amount.
    5. If the product is a serial-controlled product:
      1. Click Serials.
      2. Click the lookup in the Serial # field to select the serial number of the returned product.
      3. Click OK after you have entered the expected amount.
    6. To create a return merchandise purchase order (PO RM) to return the product to the vendor:
      1. Verify that Create PO is selected.
      2. Specify the vendor.
      3. Optionally, specify the product line.

      Clear Create PO to return the product to the Storeroom warehouse without returning it to the vendor.

    7. Optionally, specify the order on which the product was issued.

      The Issue/Order lookup shows a list of invoiced orders for the selected customer/ship to, warehouse, and product.

  4. To add a nonstock to the return:
    1. Click Non-Stock.
  5. Click Add.
  6. Click Finish.