To issue a Return from Client document, navigate to the SELL dashboard and choose Return from Client.
The first step includes the selection of the Shipment or Sales Invoice document that was issues to receive the products in the inventory location of the company/organization of the Megaventory account.
Once the Document Type and the Document Number is selected the system will automatically bring up the correct type of the return document which is a) the Return of Goods from Client if the return is against a Shipment document -or- b) the Return of Goods from Client & Credit if the return is against a Sales Invoice or a Shipment & Sales Invoice.
In the special case, where one or more Sales Invoices have been issued against a Shipment document, the Return of Goods from Client document has to be always issued against the Sales Invoice. That will make sure that the value of the returned items will be appropriate credited to your company which has the correct effect on Sales Reports.
Adding the Goods Return document to the account requires -at minimum- the insertion of at least one Product row in the Product Details form. In case the document is a Return of Goods to Supplier & Credit, the Unit Price refers to the credit (per Product) that the supplier gives back to the company/organization of the Megaventory account. In the case of a full refund, it should match the Unit Price of the original Purchase Invoice document that this return document is issued against.
The document can be either saved as Pending (Draft) or Approved. In case the document is saved as Pending it will be assigned a temporary id of the form “--“ and will not have any effect (no quantity changes) in the account other than that it remains saved for future work or for review (since the rows under the Product Details tab remains open for editing). When products are physically shipped back to the supplier, the user should click the Approve option of the document and choose the shipping inventory location. This action reduces the quantity of the Products in the document in the shipping inventory location.
- An Approved Goods Return to Client document cannot be reverted to Pending.
- With the Goods Return to Client document, the products may be received at another inventory location than the one that were originally shipped from.
- Approving a Goods Return to Supplier document is an irreversible action. Correcting a mistake in the Product Details form (for example a wrong Product quantity or pricing details) ca n only be achieved by cancelling the whole document and adding it again in the account. The action of cancelling (voiding ) a Goods Return to Sup plier document reverts all the quantity effects that were applied when the document was approved. The cancelled Goods Return to Supplier document will remain in the documents list.
Once saved as Pending or Approved, the document can be printed or emailed by clicking the respective print/email icons ( )at the header of the Goods Return document. More printing/emailing options include printing a Picking Slip, a Packing Slip and a Delivery Slip. The Picking and Packing Slips are to be used internally and do not include supplier or product pricing information. The Delivery Slip includes the supplier information but does not include product pricing information.
To conclude all the actions related to the Goods Return to Supplier document, the user may mark it as Closed. A closed document cannot be cancelled and its header fields become non-editable.
- Closing a Goods Return to Sup plier document is an irreversible action.
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