You may sometimes need to return stock to a supplier if it’s been delivered faulty, oversupplied, or on consignment. By creating a stock return, you’ll be generating a record of the return in your store and emailing your supplier(s) about the return, which can act as a credit request.

To ensure accurate record-keeping, always favor stock returns over inventory counts when logging returned items. Stock returns ensure that you capture which products were returned, when, and to whom. You can use your list of sent stock returns to efficiently manage and follow up on any outstanding or overdue credits.

Processing a stock return

1. Navigate to Inventory > Stock control > Returns.

2. Click Return stock.

   

3. Specify the return details.

   • Name/reference: Name the return and enter any reference information.
   • Deliver to: Select the supplier.
   • Return from: Select the returning outlet.
   • Delivery due: Enter an estimated return date (if available).
   • Return No.: Note the automatically generated number for tracking.
   • Supplier invoice: Enter the invoice number from the initial order (if available).

   

4. Click Save to proceed to the Edit stock return page.

5. Add the products to be returned and enter their return quantities.

   

6. Review and finalize the stock return.

   • Edit product list or stock return details as needed.
   • Ensure that all details are correct.

   

7. Click Save and send to send the stock return to the supplier.

   • Enter the supplier’s name and email address, your message, and a subject line in the Send return pop-up.
   • Inventory levels and values will be adjusted when the return is sent to the supplier.

   

Processing a stock return from a CSV file

1. Create a CSV file using an example CSV template.
2. Add products to the CSV file.
3. Navigate to Inventory > Stock control > Returns.

4. Click Return stock.

   

5. Specify the return details.

   • Name/reference: Name the return and enter any reference information.
   • Deliver to: Select the supplier.
   • Return from: Select the returning outlet.
   • Delivery due: Enter an estimated return date (if available).
   • Return No.: Note the automatically generated number for tracking.
   • Supplier invoice: Enter the invoice number from the initial order (if available).

   

6. Click Choose file and select your saved CSV file.
7. Click Save.

8. Refresh the page. Products will begin populating according to how they were entered in the CSV file. Review the products to ensure that they’re correct.

   

9. Click Send return to send the stock return to the supplier.

   • Enter the supplier’s name and email address, your message, and a subject line in the Send return pop-up.
   • Inventory levels and values will be adjusted when the return is sent to the supplier.

   

What’s next?

Attachments

• stock-return.csv56 Bytes