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returning_goods:returning_to_supplier [2020/03/13 13:23] – 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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{{indexmenu_n> | {{indexmenu_n> | ||
====== 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 Suppliers tab of the navigator, click on the **New credit...** icon (//Supplier > New supplier credit...// in the menus): | On the Suppliers tab of the navigator, click on the **New credit...** icon (//Supplier > New supplier credit...// in the menus): | ||
{{ : | {{ : | ||
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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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{{ : | {{ : | ||
- | 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 ==== | ==== Viewing supplier credits ==== | ||
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To see only supplier credits in the list you can click on the //Supplier credits// item on the left in that window. | 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: | ||
- | |||
- | {{ : | ||
- | |||
- | 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 the [[returning_goods: | ||
- | |||
- | If the supplier is a store, you will be informed that a customer credit has automatically been created in the supplier' | ||
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