Managing Inventory

Return Stock

Liam Pendergrast
Updated

Return Stock is used when you want to send stock back to a supplier. It works the same way as entering an invoice only in reverse. There are two ways to return stock to a supplier. You can create a return and add the products and quantity that need to be returned, or you can locate an already received invoice and return the products and quantity originally received.

Note: Both of the below methods of returning stock will not adjust the cost of the products, to change the cost, the products will need to be manually edited, or re received on another invoice.

Create a new return

  1. Open the Menu
  2. Select Stock Management
  3. Select Orders & Invoices
  4. Fill in the relevant information. Note: From refers to the store/outlet making the return. To refers to the supplier you are returning the products to.
  5. Select Create
  6. To add products to the return, scan or search using the search bar
  7. Enter the number of cases and or items that are being returned for each product (entering a positive amount will take this amount out of your store)
  8. The return cost will by default show the cost of the product which was processed in the previous order, this can be changed if a different cost is required for the return

Note: If you are presented with the message "We could not create the order: You cannot create orders for inactive suppliers", this means that the supplier status is set to Inactive and will need to be made Active to create the return. See How to Create a Supplier for further information.

Return a Previously Received Invoice

To return a previously received invoice, you will first need to locate the originally received invoice, you can do this by following the steps below.

  1. Open the Menu
  2. Select Stock Management
  3. Select Orders & Invoices 
  4. Change Status to Received 
  5. Enter any other additional details you can use to find the order, such as supplier, invoice number, product
  6. Select Filter

To Return the invoice follow the steps below.

  1. Once you have found the invoice requiring a return select View
  2. Select Return Items
  3. You will then be asked to choose whether the return is for the Base Cost Only or Base + Fees + Freight
  4. The products and quantity will be loaded as they were originally received, to finalise the return select Save & Send