To issue a Return from Client document, navigate to the Sales section of the menu and choose New Return.
The first step includes how to identify how to place the return:
There are two options:
a. by entering the Product and the Document Date
or
b. entering the Document Template and the Document Number
Once this choice has been made, the system will automatically bring up the correct type of the return document which is a) the Return from Client if the return is against a Shipment document -or- b) the Return from Client & Credit if the return is against a Sales Invoice or a Consignment Invoice.
In the special case, where one or more Sales Invoices have been issued against a Shipment document, the Return 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 Return from Client 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 to Supplier and 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 Return from Client document cannot be reverted to Pending.
With the Return from Client document, the products may be received at another inventory location than the one that were originally shipped from.
Approving a 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 Return to Supplier document reverts all the quantity effects that were applied when the document was approved. The cancelled 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 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 Return to Supplier document is an irreversible action.
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