Process purchase returns
When you have recorded returns, your next steps involve printing returns, confirming despatch of returned goods and recording credit notes.
Printing return documents is optional but despatching goods and recording credit notes are not. You may record credit notes before you despatch the goods and you may print return documents at the end of the process to file in your office. So the steps involved in processing returns are not sequential, but can be done to reflect how you operate in your business.
Print returns
You can print returns to include documentation with returned goods.
Confirm despatch
You must record the despatch of standard stock items that you return to your supplier.
You only confirm despatch of standard stock and miscellaneous type items. You don't confirm despatch of free text items or service/labour items.
You can record goods as despatched when the purchase returns are on hold or the supplier account is on hold.
You match the goods to despatch with the goods on the purchase return and record the quantity you are returning.
When you confirm despatch:
-
A goods received note (GRN) number is assigned to all items returned.
-
The despatched quantity and history for the item are updated.
-
The balances for stock items are decreased.
-
The stock movement history is updated.
Record credit note
You can enter your supplier credit notes once you receive them, even if you have not yet despatched the goods.
When you record a credit note for a purchase return, you match the credit note to the purchase return. If you have already confirmed despatch of the goods, you will also be able to match the return with the goods received note.
What's next
Confirm returned goods as despatched
Record purchase order credit notes