Raising a Return
A return (or returns note) can be raised from the related PO by clicking the 'Return Items' button, or directly from the supplier's 'Returns' tab by clicking '+ Add'.
Site / Delivery Address
Orders will be to your main address by default. To change the address, use the '+ Add custom Delivery Address' button.
Marking Goods Returned, Credit Received, Complete.
When the goods have been returned, tick the Goods Returned box and Save the Return. Once you have received your credit or replacement, you can tick the box. When you are satisfied the Return is complete, you can tick the 'Complete' box. A communications note will be added for each action.
Communications
You can add a communication note to a Purchase Order by clicking '+ Add Communication'.
Flag a Return to the User who Raised it
You can flag a Return to the user who raised it by clicking the pencil icon to Edit and then clicking the Flag icon. This can be used, for example, to make the user aware there is a pricing or delivery issue that requires resolution.
Flagged Returns will appear for the user who raised it as a flag icon in the top menu. Flagged items (which also includes Purchase Orders and Sales Orders) can be listed by clicking the flag, and edited by clicking the item.
Flags can be removed by clicking the crossed through flag icon.
Cancelling, Reinstating and Deleting Returns
To cancel a return, press the 'Cancel' button. To reinstate a cancelled return, press the 'Reinstate' button.
To delete a return, it must first be cancelled. It can then be deleted by clicking the trash can icon.
By default, Returns will have a prefix of RT. This is customisable in 'Settings' > 'System Configuration' > 'Customisation' > 'Returns Note Prefix'.