Entering a Return
You can create Returns from the following records, in each case by opening the record in a record window and selecting 'Returned Goods' from the Create menu (Windows/macOS) or + menu (iOS/Android):
- From a Sales Order. The new Return will include every Item in the Order that has been delivered. You must have issued and marked as OK at least one Delivery from the Order.
You will not be able to create a Return from an Order if any of the following conditions apply:
- You are using the Original Cost on Returned Goods option in the Cost Accounting setting.
- You are using the option to insert Returned Goods at their original position in the FIFO/LIFO cost queue in the same setting.
- At least one of the delivered Items uses a Queued Cost Model (FIFO or LIFO).
- You are using the Do not allow Returned Goods from Order option in the Order Settings setting.
- You have logged in as a user belonging to an Access Group in which access to the 'Returned Goods from Order' Action has been denied.
- From a Delivery. The new Return will include every Item in the Delivery. You must have marked the Delivery as OK and saved before you can create a Return.
It is usually recommended that you create Returns from Deliveries rather than from Orders. Doing so will make it more likely that you will be able to receive Items back into stock with the same value as when you delivered them, especially if you issued more than one Delivery for a particular Item from the same Order and the Item is one with a fluctuating value.
- From a Service Order. The new Returned Goods record will include every Item in each Work Sheet connected to the Service Order. You must have issued and marked as OK at least one Work Sheet connected to the Service Order.
You can prevent individual users from creating Returned Goods records from Service Orders by assigning them to Access Groups in which you have denied access to the 'Returned Goods from Service Order' Action.
- From a Work Sheet. The new Return will include every Item in the Work Sheet. You must have marked the Work Sheet as OK and saved before you can create a Return.
You can prevent individual users from creating Returned Goods records from Work Sheets by assigning them to Access Groups in which you have denied access to the 'Returned Goods from Work Sheet' Action.
By default, you cannot enter Returns directly to the Returned Goods register. If you need to be able to do this, select the
Allow Returned Goods Not Linked to Orders option in the
Returned Goods Settings setting. As such a Return will not be connected to a Delivery or Work Sheet, it will not be possible to establish the outgoing stock value of the returned Items and so they will be received into stock using the Item's standard Cost Price.
When you create a Return from an Order, Delivery, Service Order or Work Sheet, the new record will be presented in a 'Returned Goods: Inspect' window. This means that the record has already been created and saved into the register. To delete it you must choose 'Delete' from the Record menu (which has a 'cog' icon if you are using iOS or Android).
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The Returned Goods register in Standard ERP:
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Introduction to the Returned Goods Register in Standard ERP
