Sometimes you may need to return stock to its supplier if it has been delivered faulty, oversupplied or if it is on consignment. By creating a stock return, you will be generating a record of this return in your store as well as sending an email of the return to your supplier(s), which can act as a credit request.

For accurate record-keeping, always favor stock returns over inventory counts when logging returned items. Stock returns ensure you capture what was returned, when, and to whom. Use your list of sent stock returns to efficiently manage and follow up on any outstanding or overdue credits.

Processing a stock return

1. Go to Inventory > Stock control > Returns.
2. Click on Return stock.
3. Specify the return details.
   • Name/reference: Name the return and input any reference information.
   • Deliver to: Select the supplier.
   • Return from: Choose the returning outlet.
   • Delivery due: Input an estimated return date if available.
   • Return No.: Note the automatically generated number for tracking.
   • Supplier invoice: Input the invoice number if available from the initial order.
   
4. Click Save to proceed to the Edit stock return screen.
5. Add the stock items to be returned and specify quantities.
6. Review and finalize the stock return.
   • Edit product list or stock return details as needed.
   • Ensure all details are correct.
   
7. Click Send Return to send the stock return to the supplier.
   • Provide supplier name, email address, message, and subject line in the Send Return window.
   • Inventory levels and values are adjusted upon sending to the supplier.
   

Processing a stock return with a CSV file

1. Create a CSV file using an example CSV template.
2. Add products to the CSV file.
3. Go to Inventory > Stock control > Returns.
4. Click on Return Stock.
5. Specify the return details.
   • Name/reference: Name the return and input any reference information.
   • Deliver to: Select the supplier.
   • Return from: Choose the returning outlet.
   • Delivery due: Input an estimated return date if available.
   • Return No.: Note the automatically generated number for tracking.
   • Supplier invoice: Input the invoice number if available from the initial order.
   
6. Click Choose file and select your saved CSV file.
7. Click Save. Refresh the page and products will begin populating according to how they were entered in the CSV file.
   • Review the products to ensure they are correct.
   
8. Click Send Return to send the stock return to the supplier.
   • Provide supplier name, email address, message, and subject line in the Send Return window.
   • Inventory levels and values are adjusted upon sending to the supplier.
   

Attachments

• stock-return.csv56 Bytes