Returning Parts to Suppliers / Using the Returns Bin
Adding items to the Returns Bin
Add items to the Returns Bin using one of the following methods:
Remove a received part from a work document
-
From the Work screen, click delete ( X ) on a received part.
-
Click Supplier on the Remove and Return Part pop-up.
-
On the Add to Returns Bin screen, select a Reason then click Add.
From the My Orders screen
-
Go to Inventory >> My Orders.
-
Search for received orders:
-
Select a date range.
-
Select a supplier (optional).
-
Check the Receiving # button.
-
Click Search.
-
-
Click Return (check mark) on the order for the part you want to return.
-
Click Return (check mark) for the part you want to return.
-
Select a return Reason.
-
Adjust any additional information as necessary >> click Add.
Manually add a part from the Returns Bin screen
-
Go to Inventory >> Returns.
-
On the Returns Bin tab, click Add Part.
-
Search for the part:
-
Enter a part name and click search (magnifying glass).
-
Click select (green check mark) next to the part you want to return.
-
-
Search for the supplier:
-
Enter supplier name and click search (magnifying glass).
-
Click select (green check mark) next to the supplier you want to return the part to.
-
-
Select a return Reason.
-
Adjust any additional information as necessary >> click Add.
Processing Returns
-
Create a Return
-
Filter parts list by Supplier or Reason (optional).
-
Check the box for a supplier to select all parts for that supplier or select individual items to return.
-
Click Create Return.
-
Add any applicable Notes To Supplier >> click Create.
-
A Return will be created.
-
You may choose to email the return note by filling in the Email field and clicking Email.
-
-
-
View return status and apply credit to returns
-
After creating a Return from the Returns Bin, click the Returns Status tab.
-
Use the search menu to locate the return, then click edit (pencil icon) on the return you want to finalize.
-
Click the Complete checkbox to pre-fill the Credit field.
-
Make any required adjustments to the Credit field (to account for restocking fee, etc.), >> add any necessary Notes to Supplier >> then click Update.
-
Enter a Supplier Credit # then click Add (optional).
-
Verify or modify any necessary information on the Purchase Credit screen then click Credit to update you accounts payable ledger.
-