Record receipt of returned goods and services

Confirm receipt

You must confirm receipt of returns before you can print credit notes for your customers.

You confirm receipt of all goods and services, which are stock and miscellaneous items, free text items, and service/labour items.

Open: Sales Orders > Processing > Goods Despatched and Received > Receipt.

1. Select the returns you want to receive and click Display.
• Unless you select a specific return and there is more than one to choose from, a Select Returns screen appears and you can select returns to despatch from there.
2. Select the return to receive.
3. If you need to amend the quantity, change the value in the Qty to Return field.

Note: If you need to do this later, you can use the Amend Receipt option on the menu instead.

4. Click Save.
• The despatched quantity is updated for the return line.
• The balances for stock items are increased.
• The stock movement history is updated.

Amend the quantity to return

You can either do this when you receive the goods by amending the quantity in the Qty to Return field, or if you need to do it at another time, before you have printed the credit note for the return, then use the Amend Receipt option:

Open: Sales Orders > Processing > Goods Despatched and Received > Amend Receipt.

1. Select the Items to Receive and click Display.
2. Select the return to amend the quantity to return and click Amend.
3. Enter an amended quantity in the Amended Receipt Qty field.
4. Click Save.
• The allocated quantities and history for the item are updated.
• The balances for stock items are updated.
• The stock movement history is updated.