- Navigate to Purchases ¦ Create returns note
- Select a supplier using the (…) at the top left of the screen
- Select what sort of goods you are retuning using the drop down menu in the top right
- Parts / Equipment / Miscellaneous / Cross Hire
- Fill in the Instructions box if you wish for any additional instructions to be printed on the Returns note document
Returns Notes for Parts
- Use the data entry box in the bottom left to enter ((…) button to search) the part number(s) you with to return
- Confirm or enter the quantities to return
- The returns note will assume you are returning the last quantity received as a starting point, but this can be edited
- Confirm the quantity of replacements required using the QTY Required box
- Note this would re-set the original Purchase Order if populated
- Select the reason for retuning the goods
- Check and confirm the goods received note related to this return
- Hit ‘Book Out’ to complete the return
Returns Notes for Miscellaneous
- Use the (…) in the bottom right to select the goods received note related to this return
- Check or amend the list of items to return
- Text can be amended
- Lines can be deleted using the [Delete] key on your keyboard
- If RPLC is ticked this would reset the original purchase order and flag to the supplier that you require item(s) to be replaced
- Check the Value of the return
- The default would be the original total value for the miscellaneous item
- Select the reason for retuning the goods
- Hit ‘Book Out’ to complete the return
- Note – You do not necessarily have to link to a goods received note to process a Miscellaneous returns note
Returns Notes for Equipment
- Use the data entry box in the bottom left to enter ((…) button to search) the equipment number(s) you with to return
- Equipment must be at Stock Status to be returned
- If RPLC is ticked this would reset the original purchase order and flag to the supplier that you require item(s) to be replaced
- Check the Value of the return
- The default is the original purchase value of the return
- Select the reason for retuning the piece(s) of equipment
- Hit ‘Book Out’ to complete the return
Returns Notes for Cross Hire Equipment
- Use the data entry box in the bottom left to enter ((…) button to search) the equipment number(s) you with to return
- Equipment must be at Stock Status to be returned
- If RPLC is ticked this would reset the original purchase order and flag to the supplier that you require item(s) to be replaced
- Check the Value of the return
- The default is the original purchase value of the return
- Select the reason for retuning the piece(s) of equipment
- Hit ‘Book Out’ to complete the return
- This resets the Equipment record to ‘Cross Hire Status’