Differences

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

--- returning_goods:receiving_from_customer [2021/04/29 14:04] – [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
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 {{indexmenu_n>20}}
 ====== 9.02. Receiving goods back from a customer ======
 <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.
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 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.
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-===== 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:
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 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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