Inbound Returns

Inbound Returns work the same way as Outbound Shipments, the only difference is that you generate these from a Sales Order for negative item values to show that goods that are being returned to you.

Keep in mind that:

• When you generate an Invoice for a Sales Order with a negative item value, the result will be a Credit Note.
• Inbound Returns do not alter your stock level – you will need to create a Credit Note to do this.

Create an Inbound Return

From a Sales Order, select the item that is being returned and change the quantity to a negative value to indicate the quantity being returned.

• This is my original Sales Order with a quantity of 8 “Caramel Coffee Syrup”, all which are going to be returned.

• I click Edit at the top of the order.

• Then I add a new item for “Caramel Coffee Syrup” with a negative quantity of 8 (leaving the existing item intact) and click on Save & Close to apply the change.

• My saved order then shows with the original and now a new line item with a negative quantity.

The items shown above will not be returned to stock until a Credit Note is generated, however, you can control the administrative process for the return of goods with Inbound Returns.

What you can do now is under the Sales Order click on Return > Generate Return on the toolbar and the respective Inbound Return record will be created.

You can also generate an Inbound Return and mark it as Received at the same time by clicking on Return > Mark As Returned.

 

Mark the returned goods as received

You can then mark the Inbound Return as Received to indicate that the return of goods is complete – just select Mark As > Received from the toolbar on the associated shipment record.

 

Note: Inbound Returns do not alter your stock level – you will need to create a Credit Note to do this.

Viewing & tracking returns

From Inbound Returns

• From the Inbound Return shipment record from both Warehouse > Inbound Returns in List View.

• And directly from the record, if you go to the Tracking tab.

 

From a Sales Order

• Once the Inbound Return has been marked as received (or if originally created as Mark As Returned) my negative line item on the order is now showing with a negative shipped quantity.

• From the Returns tab on the Sales Order.

• From List View in Sales Orders, you can add the Shipments column, which will include Inbound Return shipments.