How To: Create a Supplier Return from a Customer Return when using Warehouse Control

The process below is used when you are using warehouse control and returning goods to your supplier as the result of a customer return.

Create a Return to a Supplier from a Customer Return

  1. Open a Sales Order screen (show me how).
  2. Find and open the Sales Order which contains the item to be returned.
  3. Select the item lines which are to be returned.
  4. Click on the Return button button.
  5. Click Yes to the create return for selected item(s) dialog box.
  6. Type the quantities for the goods to be returned into the upper grid.
  7. Enter the Return Reason using the F4.
  8. Enter the Process Type of of Return to Supplier using the F4.
  9. Click on the Set Supplier button button.
  10. From the suppliers lookup locate the appropriate supplier.
    Note: if you are not sure who is the supplier double click on the stock item to load the [ Stock | Details | Suppliers ] screen.
  11. If no exchange item is required, leave the lower grid empty.
  12. If the item is a direct exchange click on the down arrow, click on Yes.
  13. If the item is to be exchanged for an alternative item, click on the check box on the left hand side of the lower grid and use F3 to open the Stock LookUp dialog box. Select the exchange items required.
  14. Use the check boxes to credit the original delivery, and/or charge delivery on the exchange as required.
  15. Tick the Move Stock On Process checkbox if required:
    • If BtnTriStYesXP.jpg ticked the levels of the stock being returned and any stock being sent out will be adjusted when the Process into Credit/Exchange button is pressed.
    • If BtnTriStNoXP.jpg unticked the the levels of the stock being returned and any stock being sent out will be adjusted when the return is issued.
  16. Check the invoice address is correct by moving to the Invoicing tab.
  17. Check the delivery address is correct by moving to the Delivery tab.
  18. Add Notes, if required, in the Notes tab.
  19. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save the Sales Return

When the customer return is processed, a new supplier return is created and the stock item will be placed in the Returns Bin. The return will then need to be processed as normal, see How To: Process Supplier Returns when using Warehouse Control. When the Supplier Return is processed, the item will be removed from the Returns Bin.

See Also

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