Returns

- Returns

The returns Tab is located on the left-hand side of the orders screen

• This tab allows us to return products back to the wholesaler

• To create a return in the orders module, select the Returns tab
• Begin by selecting the supplier who you wish to return the product(s) to

Once the supplier has been selected, a screen similar to that displayed below will appear

From here you can search for the product(s) you wish to return to the selected supplier using the ‘Add product to this return’ search box

Note that any pending items waiting to be returned to this supplier will appear at this time also

Once you select the product you wish to return, the dialog box displayed below will appear.

• Enter the quantity of the product you wish to return and click ‘Add to Return’

The window displayed below will appear temporarily confirming that the item has been added to the return successfully

Repeat the previous steps for any other products you wish to add to this return

• Once all the products you wish to return have been added click Create Return

A window will then appear allowing you to print out your return for your own records

Please note that before you click Create Return you can,

• Place products on hold by clicking the Hold button with the product(s) selected.

This will hold them until the next return is sent to this supplier

We can save any changes we have made to the return at any time, allowing us to leave the screen and return to it when we wish

We can also move products to a return for another supplier.

To do this,

• Tick the box beside the product(s) you wish to move
• Click the Move button

- Validate Returns

This tab allows us to view all the returns we have made that are waiting to be validated

• Once the wholesaler has compensated the store for the products they have received back, the store can simply select the return from the list displayed in this tab and click the Validate Selected button
• You can also edit a return before validating it by clicking the Edit Return button beside the return
• The return selected will appear in a manner similar to that displayed below allowing you to make any relevant changes

• If you wish to validate the return after making these changes, click the 'Complete Return(s)' button

• Alternatively, you can click the 'Save Return(s)' button which will save the changes made and keep the return in the Validate Returns tab until validated