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returning_goods:returning_to_supplier [2020/03/13 12:13] – Gary Willetts | returning_goods:returning_to_supplier [2023/01/30 17:12] (current) – [Create a supplier credit from a finalised supplier invoice] Gary Willetts | ||
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====== 9.01. Return goods to a supplier ====== | ====== 9.01. Return goods to a supplier ====== | ||
+ | |||
+ | <WRAP center round important 60%> | ||
+ | It is important to be able to return goods to a supplier without it being counted as goods being issued to a customer. | ||
+ | </ | ||
+ | |||
Goods are returned to a supplier using a supplier credit transaction. There are two ways to create one: | Goods are returned to a supplier using a supplier credit transaction. There are two ways to create one: | ||
- | - Manually create a supplier credit | + | - [[returning_goods: |
- | - Create a supplier credit from a finalised supplier invoice | + | - [[returning_goods: |
- | ====== Manually create a supplier credit | + | ===== Manually create a supplier credit ===== |
- | On the Supplier | + | On the Suppliers |
{{ : | {{ : | ||
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In the //Name// text box, type the first few characters of the supplier' | In the //Name// text box, type the first few characters of the supplier' | ||
+ | |||
+ | <WRAP info center round 90%> | ||
+ | If the supplier is on hold you will be warned and asked if you wish to proceed with sending the goods back to them. | ||
+ | </ | ||
Now click on the //New line// button to open the new line window: | Now click on the //New line// button to open the new line window: | ||
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Click on the //OK// button and the supplier credit will be automatically confirmed and the stock will be taken out of your system. If you need to print out a packing list or delivery note the click on the printer icon on the bottom right hand corner of the supplier credit window before clicking on the //OK// button. | Click on the //OK// button and the supplier credit will be automatically confirmed and the stock will be taken out of your system. If you need to print out a packing list or delivery note the click on the printer icon on the bottom right hand corner of the supplier credit window before clicking on the //OK// button. | ||
- | ==== If the supplier is another store ==== | + | === If the supplier is another store === |
If the supplier in the //Name// field is another store, mSupply will create an on-hold customer credit in that store so that the users there can easily receive the goods in when they physically arrive at their warehouse. However, just as with normal customer invoice stock transfers, the customer credit will only be created when this supplier credit is finalised. So, if you have not checked the // | If the supplier in the //Name// field is another store, mSupply will create an on-hold customer credit in that store so that the users there can easily receive the goods in when they physically arrive at their warehouse. However, just as with normal customer invoice stock transfers, the customer credit will only be created when this supplier credit is finalised. So, if you have not checked the // | ||
{{ : | {{ : | ||
- | If you click on the // | + | If you click on the // |
+ | |||
+ | **A note about transaction categories**: | ||
+ | |||
+ | ===== Create a supplier credit from a finalised supplier invoice ===== | ||
+ | If a user has the //Return stock from supplier invoices// preference set (see the [[admin: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Select the lines you wish to return by clicking on them in the table (the usual Shift and Ctrl/ | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Each line you selected on the supplier invoice is shown in the table. In the //Number of packs to return// column, enter the number of packs you wish to return for each line. If you wish, select the reason for return in the drop down list in the top right hand corner of the window. This drop down list is populated with your supplier credit transaction categories (see the [[other_stuff: | ||
+ | |||
+ | When you're done, click on the //OK// button. mSupply will check you have the quantity you selected in stock. If you do not, you will be warned and you must set a different quantity. If all is well you are asked for confirmation and then a finalised supplier credit (with the transaction category you selected in the //Reason for return// drop down list) is created for you, which you can view as described in [[returning_goods: | ||
+ | |||
+ | If the supplier is a store, you will be informed that a customer credit has automatically been created in the supplier' | ||
+ | |||
+ | ==== Viewing supplier credits ==== | ||
+ | To view supplier credits you have created before, click on the show supplier invoice icon on the Suppliers tab of the navigator (//Supplier > Show invoices...// | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | This will show you the search filter window: | ||
+ | |||
+ | {{ : | ||
+ | |||
+ | Note that the drop down list at the top is set to //Supplier transactions// | ||
+ | |||
+ | {{ : | ||
- | ====== Create a supplier | + | To see only supplier |
- | Rest coming soon! | ||
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- | | // Previous: | + | | // Previous: |
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