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RA's can be either Packs (As sold) or units (as per units per pack).
Sale or Return items cannot be returned using an RA.
Starting a Return Authorisation from a Sales Order
A Return Authorisation can be started from a Sales Order - The RA will then have the price the product was sold at and hence the credit due.
Starting a Return Authorisation from the RA screen
Alternatively you can start directly from the RA screen - then choose from products sold in the last 3 months - to find the order for that Article and hence the credit due.
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Sale or Return Items cannot be returned using the RA |
Once you have selected the Item involved
Then the list of Sales Orders will be shortened to those that included that Article
Once a Sales Order has been identified that has items being returned
Enter what is being returned, the reason, the action to take and any claim % likely on the supplier.
RA Reasons
- None
- Order Error = the sales order was entered incorrectly
- Delivery Error = the product was sent in error to this customer and was not on the sales order
- Goods Damaged (Not Delivered) = returned before being delivered to the customer
- Goods Damaged (Delivered)
- Defective Goods = some defect not related to delivery damage
- Short Dated Goods
- Wastage = the stock is considered wastage and the customer wants the supplier to remove it
- Product Recall
Note that Actions are limited by reasons
Cannot use units if no pack size and unit size not pack. Eg Quantity unit of Pack, Pack size >1 if want to return a unit. 4x6 Pack can only return a 6Pack not a single bottle.
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