How to return stock to a supplier

Unique Items

To return stock to a supplier for unique items just follow the steps below:

1. Click on 'Stock Menu'.
2. Click on 'Consignment Promotion Search'.
3. This will bring up a search window. Fill out the criteria you wish to use to filter your search, then click on 'Search'.
4. From this screen, you just need to tick the 'Return To Supplier' box, and after you've ticked the appropriate items, click 'Save this Page.' This will mark those items as returned to their supplier.
5. You can also mark an item as returned by finding the stock item and clicking view. Then click edit and in the location field, select 'returned to supplier'. Just remember to click 'Save Details' to save the new location.

Quantity Stock (Q-numbered items)

You can 'return' part of the quantity of a quantity stock item by adjusting its quantity. You simply need to reduce the quantity by the amount that is being returned. To do this, you have 2 choices:

• Method 1: Create an adjustment invoice.
  1. Create a new invoice for the supplier of the stock item with the invoice number 'adjustment' (or the credit note number if known).
  2. Click to enter the stock and enter in the supplier code of this quantity stock number (or search for the item using the search feature).
  3. Next add in the quantity you are returning as a negative quantity. And click 'add to stock'. This will reduce the quantity on hand by the amount specified.
• Method 2: Create a new stocktake.
  1. Enter the quantity stock item onto the stocktake.
  2. In the quantity field type in the quantity that will be remaining (i.e if the current quantity is 10 and you are returning 3, you could enter 7). Hit Enter.
  3. Click finish stocktake, and the quantity stock item will be updated.

Either way will achieve the same result, however if you would like to keep a record of what happened we suggest using method 1.

Receiving Credit for Stock:

If you are receiving a credit for the items, you go to expenses menu, manage credit notes, new credit note (down the bottom of the page along the blue bar).

For consignment/memo invoices, if you have selected the invoice type as consignment, then the amount shown on the invoice is never due. Consignment/memo invoices are there for reference only. The amount displayed is never payable. You can open them up and in the comments field add a note that all the items have been returned.