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- Creating a Return Authorisation
- Sending Alternative product
- Inspecting returns
- Returning to stock or scrapping
- Claiming from the supplier
Supplier Claims of Sale or Return items
When a supplier will cover the cost of sale or return items - eg new product introductions, short expiry products etc, the Supplier will require a Supplier GL Claim Account to track the claims until they are approved. This is normally a Current Asset Account as the claim is considered an asset until it is paid or cancelled.
The Credit Note created will be listed in the supplier claims if the supplier has a claim account.
Update the Supplier Claim Lines
Actions for the Claim
Preview the Credit Note Details Report - email when ready
This will be attached to the email to the supplier and the credit note
Once Approved - Create the Credit Note for the Returns Claim
Return Authorisations (RA)
Return Authorisations are to manage stock returned for various reasons that then require decisions about credit, replacement, stock writeoffs and Supplier claims
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.
Returns are always directly related to a single Sales order and hence can use the cost of the product on that order for the credit note.
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
- choose from products sold in the last 3 months (List of Articles)
- List of Orders to find the orders that included that Article.
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.
The Return quantity must be less than the ordered quantity unless a delivery error.
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Units are only available if the Article has a Pack Size >1. Units are a fraction of a Pack and the smallest qty that can be returned.
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Return Authorisations (RA)
Return Authorisations are to manage stock returned for various reasons that then require decisions about credit, replacement, stock writeoffs and Supplier claims
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.
Returns are always directly related to a single Sales order and hence can use the cost of the product on that order for the credit note.
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
- choose from products sold in the last 3 months (List of Articles)
- List of Orders to find the orders that included that Article.
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.
The Return quantity must be less than the ordered quantity unless a delivery error.
| Note |
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Units are only available if the Article has a Pack Size >1. Units are a fraction of a Pack and the smallest qty that can be returned. For Example if a product is sold as: Qty/Unit = Pack, Pack size = 4, UOM = 6 bottles... Then 24 Bottles are in a pack and 6 bottles are in a Unit and 6 bottles is the smallest qty that can be returned and they will be returned as 1 Unit Units cannot be replaced - only packs can be replaced. |
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| Note |
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Email AddressesThe list at the bottom right of the form is the addresses to which the credit note will be emailed when it is created. This defaults to the Customer's email address. Additional names and addresses can be entered and saved. Addresses can be selected by right clicking and choosing Select, or double clicking, on Name. The selected address can be changed and Saved or Deleted. |
Supplier Claims of Sale or Return items
When a supplier will cover the cost of sale or return items - eg new product introductions, short expiry products etc, the Supplier will require a Supplier GL Claim Account to track the claims until they are approved. This is normally a Current Asset Account as the claim is considered an asset until it is paid or cancelled.
The Credit Note created will be listed in the supplier claims if the supplier has a claim account.
Update the Supplier Claim Lines
Actions for the Claim
Preview the Credit Note Details Report - email when ready
This will be attached to the email to the supplier and the credit note
Once Approved - Create the Credit Note for the Returns Claim
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