Differences

This shows you the differences between two versions of the page.

--- returning_goods:returning_to_supplier [2020/03/13 13:07] – Gary Willetts
+++ returning_goods:returning_to_supplier [2023/01/30 17:12] (current) – [Create a supplier credit from a finalised supplier invoice] Gary Willetts
@@ Line 1: / Line 1: @@
 {{indexmenu_n>10}}
 ====== 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.  If you just issue goods to your supplier through a Customer Invoice, then those goods will be counted as part of your store's 'issuance' (consumption ).  A Supplier credit is the right way to return goods to a supplier.
+</WRAP>
 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:returning_to_supplier#manually_create_a_supplier_credit|Manually create a supplier credit]]
-  - Create a supplier credit from a finalised supplier invoice
+  - [[returning_goods:returning_to_supplier#create_a_supplier_credit_from_a_finalised_supplier_invoice|Create a supplier credit from a finalised supplier invoice]]
-====== Manually create a supplier credit ======
+===== Manually create a supplier credit =====
 On the Suppliers tab of the navigator, click on the **New credit...** icon (//Supplier > New supplier credit...// in the menus):
 {{ :returning_goods:supplier_credit_navigator.png?600 |}}
@@ Line 14: / Line 19: @@
 In the //Name// text box, type the first few characters of the supplier's name then press the Tab key on the keyboard and select the correct supplier in the usual way. Enter a reference and comment in the //Their ref// and //Comment// fields if needed.
+<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.
+</WRAP>
 Now click on the //New line// button to open the new line window:
@@ Line 33: / Line 42: @@
 {{ :returning_goods:supplier_credit_finalise_confirmation.png?400 |}}
-If you click on the //Finalise// button the supplier credit will be finalised and the customer credit will be created in the supplier store. If you click on the //Leave as confirmed// button the supplier credit will be left at confirmed status (so the godds will still have been deducted from your store) but the customer credit will not be created in the supplier store. You can open the supplier credit agin later and finalise it to create the customer credit in the supplier store.
+If you click on the //Finalise// button the supplier credit will be finalised and the customer credit will be created in the supplier store. If you click on the //Leave as confirmed// button the supplier credit will be left at confirmed status (so the goods will still have been deducted from your store) but the customer credit will not be created in the supplier store. You can open the supplier credit again later and finalise it to create the customer credit in the supplier store.
+**A note about transaction categories**: If you have set a transaction category in the supplier credit (the **Category** field in the screenshot above) then, when the customer credit is created in the supplier store, mSupply will look for a customer credit category with the same category code. If it finds one then it will assign it to the customer credit, otherwise it will not assign a category to the customer credit.
+===== Create a supplier credit from a finalised supplier invoice =====
+If a user has the //Return stock from supplier invoices// preference set (see the [[admin:managing_users#permissions_tabs|25.15. Managing users]] section for details), then, when they open a finalised supplier invoice, a //Return selected lines// button will be displayed:
+{{ :returning_goods:supplier_invoice_finalised_return_button.png?600 |}}
+Select the lines you wish to return by clicking on them in the table (the usual Shift and Ctrl/Cmd+click and Ctrl/Cmd+A combinations are available) then click on the button to see the window where you enter the number of packs you wish to return:
+{{ :returning_goods:return_from_si_select_num_packs.png?600 |}}
+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:transaction_categories|22.07. Transaction categories]] section for details on this).
+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:returning_to_supplier#viewing_supplier_credits|Viewing supplier credits]].
+If the supplier is a store, you will be informed that a customer credit has automatically been created in the supplier's store, just as when you create a supplier credit manually. Note that, if you selected a reason for the return, mSupply will look for a customer credit transaction category with a code matching that of the reason you selected and, if it finds one, will apply that to the customer credit.
 ==== Viewing supplier credits ====
@@ Line 50: / Line 76: @@
 To see only supplier credits in the list you can click on the //Supplier credits// item on the left in that window.
-====== Create a supplier credit from a finalised supplier invoice ======
-On a finalised supplier invoice, if a user has the //Return stock from supplier invoices// preference set (see the [[admin:managing_users#permissions_tabs|21.15. Managing users]] section for details), then a //Return selected lines// button will be displayed:
-{{ :returning_goods:supplier_invoice_finalised_return_button.png?600 |}}
-Select the lines you wish to return by clicking on them in the table (the usual Shift and Ctrl/Cmd+click and Ctrl/Cmd+A combinations are available) then click on the button to see the window where you enter the nunmber of packs you wish to return:
-{{ :returning_goods:return_from_si_select_num_packs.png?600 |}}
-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:transaction_categories|22.07. Transaction categories]] section for details on this).
-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 the [[returning_goods:returning_to_supplier#viewing_supplier_credits|Viewing supplier credits]] section above.
-If the supplier is a store
 \\
 \\
-|  //  Previous:  **[[issuing_goods: |8. Issuing Goods]]** | | Next: **[[issuing_goods:viewing_invoices|8.02. Viewing customer invoices]]** //  |
+|  //  Previous:  **[[returning_goods: |9. Returning Goods]]** | | Next: **[[returning_goods:receiving_from_customer|9.02. Receiving goods back from a customer]]** //  |
 ---- struct data ----
+pagestatus.status    :
 ----