Returning Items to a Vendor


Returning Items to a Vendor


There are occasions when you would want an entire shipment sent back to the vendor. In such situations, you can add entire receipts to a return to vendor. This decreases the time it takes to create a return note for a large shipment because you can add all the items that were in the shipment to the note at once, as opposed to entering them manually.

  1. Click Receiving, and then click Return to Vendor.
  2. Select the Vendor, and then enter the Receipt.
  3. (Optional) Enter any pertinent information in the Reference field.
  4. Click Create.
  5. To add items to the receipt, click Add Item(s), search for and select the items you want to add, and then click OK.
  6. To add an entire receipt:
    1. Click Add Receipt, and then select the receipts you want to return.
    2. Click Add Receipt to save and continue.
    3. To view the items on a receipt and add specific ones, click the Document name, select the appropriate items, and then click Add Item(s).
    4. Once you finish adding receipts and items from receipts, click Return to Return to Vendor.
  7. To save the receipt for later use, click Save or Suspend.
  8. To finalize the receipt, click Book:
    1. If you do not want to close the purchase order, deselect Close Purchase Order.
    2. Click OK.

Last modified: Wednesday, 16 March 2022, 11:23 AM