This step-by-step guide describes how to create a return type transaction. A return transaction is used when either shipping inventory back to to a supplier/consignor or receiving returned inventory from a customer/consignee. Depending on the situation inventory can be shipped or received against a return.
Step-by-step guide
- Navigate to the transaction page from the main menu: Shipping > Transactions
- Click the + Add Return button.
- Enter an Order Date, Ship Date, and Delivery Date for your order.
- Optionally select a Status.
- Optionally specify a Transaction No. This is a unique transaction identifier. A unique number is automatically generated for you.
- Optionally specify a Reference No. If this return is intended as a linked transaction leave this field blank as it will be overwritten. See How to Create a Linked Transaction for more information.
- Optionally select a Supplier. If this return is intended as a linked transaction the Supplier must be a linked contact. See Linked Contacts for more information.
- Optionally select a Shipping Address. This field will be short listed to addresses for the specified Supplier . If no addresses appear in this list you can add new addresses for your customer contacts via the contact manager. See How to Add a Contact Address for more information.
- Optionally select a Shipping Location. This is the warehouse you are shipping from.
- Optionally enter any relevant Notes or Comments.
- Optionally add line items and adjustments. See How to Create Transaction Line Items and How to Create Transaction Adjustments for more information.
- Click the Save Return button to save the transaction.
Related articles