Difference between revisions of "How do I Return Faulty Items?"
From Catalyst
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== More Information == | == More Information == | ||
=== Creating the returns Purchase Order === | === Creating the returns Purchase Order === | ||
| − | Go to {{Menu|Purchase Ordering|Add | + | Go to {{Menu|Purchase Ordering|Add/Edit/Process Purch. Orders}}. |
* Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | * Enter the supplier account code, or [[How do I Find a Customer?|search]] for the supplier. | ||
| − | * Press {{KeyPress|F6}} or click {{Button| | + | * Press {{KeyPress|F6}} or click {{Button|Add}} to create a new order. |
* Enter the supplier's returns number into the {{DataPrompt|Supp O/No}} field. If there is no returns number, enter the name of the person to whom you spoke when notifying the supplier of the return. | * Enter the supplier's returns number into the {{DataPrompt|Supp O/No}} field. If there is no returns number, enter the name of the person to whom you spoke when notifying the supplier of the return. | ||
* Press {{KeyPress|Esc}} to start adding items to the order. | * Press {{KeyPress|Esc}} to start adding items to the order. | ||
* On {{DataPrompt|Stock Code}}, enter the code of the item to be returned. | * On {{DataPrompt|Stock Code}}, enter the code of the item to be returned. | ||
* On {{DataPrompt|Quantity}}, enter the number of items to be returned to the supplier as a negative figure. For example, if 4 need to be returned, then enter {{DataValue|-4}}. | * On {{DataPrompt|Quantity}}, enter the number of items to be returned to the supplier as a negative figure. For example, if 4 need to be returned, then enter {{DataValue|-4}}. | ||
| − | * Repeat this process until all items have been entered which need to be returned to the supplier. Press {{KeyPress|Esc}} to | + | * Repeat this process until all items have been entered which need to be returned to the supplier. Press {{KeyPress|Esc}} and {{Button|Accept}} to save the order. |
=== Removing the items out of stock === | === Removing the items out of stock === | ||
Revision as of 17:54, 29 April 2012
Contents
Summary
This article explains how to return items to a supplier.
More Information
Creating the returns Purchase Order
Go to " Purchase Ordering Add/Edit/Process Purch. Orders".
- Enter the supplier account code, or search for the supplier.
- Press <F6> or click [Add] to create a new order.
- Enter the supplier's returns number into the "Supp O/No" field. If there is no returns number, enter the name of the person to whom you spoke when notifying the supplier of the return.
- Press <Esc> to start adding items to the order.
- On "Stock Code", enter the code of the item to be returned.
- On "Quantity", enter the number of items to be returned to the supplier as a negative figure. For example, if 4 need to be returned, then enter '-4'.
- Repeat this process until all items have been entered which need to be returned to the supplier. Press <Esc> and [Accept] to save the order.
Removing the items out of stock
You will need to carry out this process immediately after entering the items to remove the items from your shelf stock. Go to " Purchase Ordering Add or Edit Purchase Orders".
- Enter the supplier account code, or search for the supplier.
- Select the order to process.
- Press <F2> to process the order.
- Press <T> to tag the items in the list being sent back to the supplier.
 | Make sure you check that the price, quantity and part number are correct. |
- Press <F6> to receive the lines on the order, which in effect will reduce your stock by the quantity shown.
- Press <Enter> on the "Tagged Items Found" window.
- Press the [Receive] button and enter the supplier 'Returns number' or a 'meaningful comment'.
- The system will print a Goods Received Note, which should be kept until the goods are collected or sent back. Once this has happened, the paperwork should be given to accounts, along with proof of postage or carrier's note.
 | The supplier may replace the items rather than send you a credit note, in which case you will need to add the items being replaced with positive quantities to this returns purchase order, and receive the items when they arrive in the normal way. |
See Also
