Product Support

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

  1. From the Work screen, click delete ( X ) on a received part.

  2. Click Supplier on the Remove and Return Part pop-up.

  3. On the Add to Returns Bin screen, select a Reason then click Add

From the My Orders screen

  1. Go to Inventory >> My Orders.

  2. Search for received orders:

    1. Select a date range.

    2. Select a supplier (optional).

    3. Check the Receiving # button.

    4. Click Search.

  3.  Click Return (check mark) on the order for the part you want to return.

  4. Click Return (check mark) for the part you want to return.

  5. Select a return Reason.

  6. Adjust any additional information as necessary >> click Add.

Manually add a part from the Returns Bin screen

  1. Go to Inventory >> Returns.

  2. On the Returns Bin tab, click Add Part.

  3. Search for the part:

    1. Enter a part name and click search (magnifying glass).

    2. Click select (green check mark) next to the part you want to return.

  4. Search for the supplier:

    1. Enter supplier name and click search (magnifying glass).

    2. Click select (green check mark) next to the supplier you want to return the part to.

  5. Select a return Reason.

  6. Adjust any additional information as necessary >> click Add.

Processing Returns 

  1. Create a Return

    1. Filter parts list by Supplier or Reason (optional).

    2. Check the box for a supplier to select all parts for that supplier or select individual items to return.

    3. Click Create Return.

    4. Add any applicable Notes To Supplier >> click Create.

    5. A Return will be created.

      • You may choose to email the return note by filling in the Email field and clicking Email.

  2. View return status and apply credit to returns

    1. After creating a Return from the Returns Bin, click the Returns Status tab.

    2. Use the search menu to locate the return, then click edit (pencil icon) on the return you want to finalize.

    3. Click the Complete checkbox to pre-fill the Credit field.

    4. Make any required adjustments to the Credit field (to account for restocking fee, etc.), >> add any necessary Notes to Supplier >> then click Update.

    5. Enter a Supplier Credit # then click Add (optional). 

    6. Verify or modify any necessary information on the Purchase Credit screen then click Credit to update you accounts payable ledger.