Supplier returns
A supplier return sends stock back to the supplier you bought it from and takes it off the outlet’s count. It is the opposite direction to a purchase order, and it is not the same as a customer bringing something back to the counter. For that, see Refunds and returns.
This feature depends on your plan. Check Settings > Billing to see what your plan includes.
Create a return
Section titled “Create a return”Go to Inventory > Returns and select Create return.
- Pick the Supplier you are sending the stock back to and the Outlet it is leaving from.
- Add a Reference and the Supplier invoice it came in on if you have them, plus a Note. All optional.
- Select Save draft.
Supplier and outlet lock as soon as there are lines. Remove every line to change either one.
Add the lines
Section titled “Add the lines”Search by Name or by SKU and select Add. Each line shows On hand at the chosen outlet, so you can see what you have before you commit to sending it back.
For every line, set the Return quantity and pick a Reason:
- Defective
- Overstock
- Wrong item
- Expired
- Recall
- Other
The reason travels with the line, so the return itself tells you later why each product went back rather than leaving you to work it out from a note.
Generate PDF produces a copy of the return to send with the goods or to keep with your paperwork.
Send it
Section titled “Send it”Select Send return and confirm. Stock comes off the outlet immediately and the return can no longer be edited.
Set Sent on in the dialog if the goods physically left on an earlier day. Leave it empty for today. The date is read in the outlet’s own time zone.
Unlike a purchase order, a return has no receiving step and no partial state. It is either a draft or sent.
The statuses
Section titled “The statuses”| Status | What it means |
|---|---|
| Draft | Being built. Nothing has left the outlet |
| Sent | Stock has come off the count and gone back to the supplier |
| Cancelled | Called off while still a draft |
If it goes wrong
Section titled “If it goes wrong”A sent return cannot be undone. There is no reversal and no cancel once it has gone. If you sent the wrong thing, or the supplier sends it straight back, bring the stock back in with a stock adjustment using a reason that explains it. See Stock adjustments and reasons.
Because that correction is a separate record, write the return’s reference in the adjustment note. It is the only thing tying the two together.
Cancel and Delete are offered only while the return is still a draft.
What next
Section titled “What next”- Buying stock in: Purchase orders
- The supplier records these returns point at: Brands and suppliers