Differences

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

--- returning_goods:receiving_from_customer [2020/06/17 12:14] – [Creating customer credits] Gary Willetts
+++ returning_goods:receiving_from_customer [2023/01/30 17:32] (current) – [Creating a customer credit from a finalised customer invoice] Gary Willetts
@@ Line 1: / Line 1: @@
 {{indexmenu_n>20}}
 ====== 9.02. Receiving goods back from a customer ======
-If one of your customers wishes to return goods to you, you can receive them back into your store using a customer credit transaction.
+<WRAP center round important 60%>
+It is important to be able to receive goods back from a customer without it being counted as goods coming from a supplier.  If your customer issues the goods to you on a Customer Invoice, and you then receive it through a Supplier Invoice, then those goods will be counted as part of your store's 'supply' from suppliers, which is not correct.  A Customer credit is the right way to receive goods back from a customer.
+</WRAP>
+<WRAP center round tip 60%>
+If you have accidentally confirmed (and finalised) a Customer Invoice, then you should be able to [[issuing_goods:viewing_invoices#cancel|cancel it]] to bring the stock back in, rather than creating a customer credit.
+</WRAP>
+If one of your customers wishes to return goods to you, you should receive them back into your store using a customer credit transaction.
+You can create a customer credit manually or it can be created automatically in your store if your customer is a store in mSupply and they create a supplier credit to return the goods to you - see the [[returning_goods:returning_to_supplier|]] page for details about that.
-You can create a customer credit manually or one can be created automatically in your store if your customer is a store in mSupply and they create a supplier credit to return the goods to you. See information about how they do this in the [[returning_goods:returning_to_supplier|9.01. Return goods to a supplier]] section.
+Customer credits created automatically will have the status //new// (''nw'') and placed on hold so that they do not affect stock in your store.  When the goods physically arrive at your store, you can check them over, verify quantities, batches, condition, etc., make any necessary adjustments to the customer credit before taking it off hold and receiving the returned goods in to stock in mSupply.
-Customer credits created automatically will be new status and placed on hold so that they do not affect stock in your store. That way, when the goods physically arrive at your store, you can check them over, make sure the quantites and batches etc. are accurate and make any necessary adjustments to the customer credit before taking it off hold and receiving the returned goods into stock in mSupply.
 ===== Viewing and editing customer credits =====
@@ Line 22: / Line 31: @@
 Double click on any transaction in the list to view or edit it.
-===== Creating customer credits =====
+===== Manually creating customer credits =====
 Choose **Customer > New credit...** from the menu bar or click on the //New credit...// icon on the Customer tab of the navigator to open this window:
 {{ :issuing_goods:customer_credit.png?600 |}}
-Enter the name of the customer you are receiving the goods from in the //Name// field by typing the first few characters of the name and pressing the Tab key on the keyboard to select it. Enter a reference and comment in the //Their ref// and //Comment// fields if required then click on the //New line// button to add a line to the credit:
+Enter the name of the customer you are receiving the goods from in the //Name// field by typing the first few characters of the name and pressing the //Tab// key on the keyboard to select it.
-{{ :returning_goods:customer_credit_add_line.png?400 |}}
+<WRAP info center round 90%>
+If the customer is on hold you will be warned and asked if you wish to proceed with receiving the goods back from them.
+</WRAP>
-Here you can enter the details of the first batch you are receiving. This is exactly the same as filling out the details for a supplier invoice line. Enter the name of the item first by typing the first few characters of the name or code then press the tab key to select the right item. Now enter the rest of the details as required, to match the stock being returned.
+Enter a reference and comment in the //Their ref// and //Comment// fields if required.
+Now you need to add the goods that are begin returned to you. There are two ways of doing this:
+) Click on the **New line** button to add a line to the credit and this window will open:
+{{ :returning_goods:customer_credit_add_line.png?500 |}}
+Here you can enter the details of the first batch you are receiving. This is exactly the same as filling out the details for a supplier invoice line. Enter the name of the item first by typing the first few characters of the name or code then press the //Tab// key on the keyboard to select the right item. Now enter the rest of the details as required, to match the stock being returned.
 Note that on the customer credit you should enter items with zero margin. This is because //mSupply// uses the cost price entered to calculate the amount to credit the customer, so you must enter the amount you charged them as the cost price for each line. Presumably you want to sell the item again for the same price you sold it originally, hence the cost and selling price should be the same.
-When you have finished entering this line's details, click on the //OK// button if you're finished or the //OK & Next// button to add another line. When you've finished adding lines you'll be back at the customer credit window:
+When you have finished entering this line's details, click on the //OK// button if you're finished or the //OK & Next// button to add another line. When you've finished adding lines, click on the OK or Cancel button and you'll be taken back top the customer credit window, now showing the lines added.
-{{ :returning_goods:customer_credit_with_lines.png?600 |}}
+) Click on the **History** button. This window will open:
-Click on the //OK// button to save the customer credit. This will automatically confirm it and put the items on it into your stock in mSupply.
+{{ :returning_goods:screenshot_2021-04-29_at_14.48.24.png?500 |}}
+The list shows all the items that have been issued to this customer in date order, most recent at the top. Click on the line you wish to be returned and click on the **Add to credit** button. If you do not want to return the whole of the line then click on the //Credit quantity// cell and enter the quantity to be returned. Click on the **Add to credit** button to add the entered quantity of that line to the credit.
+You can only add a single line to the credit at a time. If you wish to close the window without adding anything to the credit, click on the **OK** button.
+Repeat the process as many times as you wish until you have added all the items to be returned.
+<WRAP info center round 90%>
+If the //Limit patient and customer credits to previously prescribed items// preference is turned on (see [[preferences:invoices#limit_patient_and_customer_credits_to_previously_prescribed_items|15.03. Invoice preferences]]) then the History button is the only way you can add items to the customer credit (the **New line** button will be disabled).
+</WRAP>
+Whichever way you add the lines to the credit, when you have finished doing so, click on the **OK** button to save the customer credit. This will automatically confirm it and put the items on it into your stock in mSupply.
 <WRAP center round tip 60%>
 There is no need to enter negative values for quantities or prices in mSupply. Even when you are entering returned goods from customers, or returning goods to suppliers, enter positive values. mSupply automatically converts the amounts to negative values as required to keep all the figures in correct balance.
 </WRAP>
+===== Creating a customer credit from a finalised customer invoice =====
+If a user has the //Return stock from customer invoices// preference set (see the [[admin:managing_users#permissions_tabs|25.15. Managing users]] section for details), then, when they open a finalised customer invoice, a **Return selected lines** button will be displayed:
+{{ :returning_goods:pasted:20230130-172400.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:pasted:20230130-172424.png?600 |}}
+Each line you selected on the customer 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 (this number must be equal to or less than the number of packs for this line on the customer invoice). 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 customer credit transaction categories (see the [[other_stuff:transaction_categories]] page for details on this).
+When you're done, click on the **OK** button. You are asked for confirmation and then a finalised customer 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:receiving_from_customer#viewing_and_editing_customer_credits|Viewing and editing customer credits]].
+It makes no difference whether this customer invoice is a stock transfer or a normnal customer invoice: a finalised customer credit is created in either case.
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 |  //  Previous:  **[[returning_goods:returning_to_supplier |9.01. Return goods to a supplier]]** | | Next: **[[issuing_goods:viewing_invoices|10. Dispensing goods]]** //  |
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